• Premium Report
  for professionals & corporations
  $199
• Standard Report
  for startups & small businesses
  $99

The Premium Report on Portfolio Management contains information used by Marketing Departments in many of the Fortune 1,000 companies and beyond. The report helps identify industry changes, trends, key players, and growth opportunities.

Contents:
Current State of the Industry
Market Size
Market Forecast
Products and Services Breakdown
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News
Largest Government Vendors

Current State of the Portfolio Management Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Portfolio Management

The total U.S. market size for the Portfolio Management industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Market Forecast - Portfolio Management

Market forecasts show the long term outlook for the Portfolio Management industry. The following five-year forecast utilizes advanced econometric techniques that take into account both short-term and long-term industry trends.

Forecast	2009	2010	2011	2012	2013	2014
Revenue ($ billion)	AVAILABLE

Source: AnythingResearch.com Economic Analysis

Product & Services Breakdown

The following products and services account for the largest source of revenues in the Portfolio Management industry. Note that there are multiple levels of classification, so some line items are contained within other lines.

Product Description	Number of Companies	Sales ($ millions)	Percent of Total Sales
Industry Total	AVAILABLE
Loan Products - Income	AVAILABLE
Securities Origination Products	AVAILABLE
Brokering And Dealing Products - Debt Instruments	AVAILABLE
Commercial Paper Issued By Financial Institutions	AVAILABLE
Other Money Market Instruments	AVAILABLE
State Provincial And Local Government Notes And Bonds	AVAILABLE
Brokering And Dealing Products - Equities	AVAILABLE
Brokering And Dealing Products - Derivative Contracts	AVAILABLE
Futures Contracts, Exchange-Traded	AVAILABLE
Options Contracts, Exchange-Traded	AVAILABLE
Brokering And Dealing Foreign Currency Fees - Wholesale	AVAILABLE
Broker/Deal Inv Comp Securities, Including Mutual Funds	AVAILABLE
Financing Related To Securities	AVAILABLE
Scrty Lend Fees, Including Scrty Borwd From Brok Invent & Margin Accts	AVAILABLE
Repurchase Agreements	AVAILABLE
Financing Related To Scrty, Excluding Scrty Lend & Repurch - Net	AVAILABLE
Trading Equities On Own Account - Net Gains (Losses)	AVAILABLE
Trading Derivative Contracts On Own Account - Net Gains (Losses)	AVAILABLE
Trading Other Scrty & Comdty Contr On Own Acct - Net Gains (Losses)	AVAILABLE
Trust Products - Fiduciary Fees	AVAILABLE
Trust Products For Businesses And Governments	AVAILABLE
Personal Trust Products	AVAILABLE
Other Trust Products	AVAILABLE
Management Of Financial Market And Clearing Products	AVAILABLE
Payment Clearing And Settlement Products - Fees	AVAILABLE
Scrty & Comdty Contr Trade Exec, Clearing & Settle Prod - Fees	AVAILABLE
Acc To Scrty & Comdty Contr Trade Exec & Clearing Sys Prod - Fees	AVAILABLE
Other Management Of Financial Markets And Clearing Products	AVAILABLE
Financial Planning And Investment Management Products	AVAILABLE
Financial Planning And Investment Mgt Serv For Bus & Govt	AVAILABLE
Personal Financial Planning And Advice Products	AVAILABLE
Personal Investment Management Products	AVAILABLE
Other Products Supporting Financial Services - Fees	AVAILABLE
Insurance Brokerage And Agency Products - Commissions	AVAILABLE

Income Statement (Average Financial Metrics) - Portfolio Management

Financial metrics provide a snapshot view of an "average" company in the Portfolio Management industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Portfolio Management

Financial ratios can be used to compare how a company in the Portfolio Management industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Portfolio Management Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Portfolio Management Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Geographic Distribution

The concentration of employees by states indicates how the industry (companies and workforce) is distributed throughout the country.

Please upgrade your web browser.

Move mouse over states to see employment numbers
Note: Round numbers are estimates. Precise numbers are actuals.

Source: US Census

Compensation & Salary Surveys for Employees Working in Portfolio Management

Compensation statistics provides an accurate assessment of jobs in the Portfolio Management industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	2%
Business and financial operations occupations	38%
Financial analysts	11%
Personal financial advisors	15%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	31%
Executive secretaries and administrative assistants	7%

Source: Bureau of Labor Statistics

Companies in Portfolio Management and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Portfolio Management Company News

Web scan for recent news about publicly traded companies in the Portfolio Management industry.

Government Contracts Related to Portfolio Management

In 2008, the federal government spent a total of $87,802,222 on Portfolio Management. It has awarded 82 contracts to 10 companies, with an average value of $8,780,222 per company.   

Top government vendors:

Company	Federal Contracts	Total Award Amount
AVAILABLE	AVAILABLE	AVAILABLE

The Industry Report on Portfolio Management contains the key pieces of information used by strategy and management consultants to identify market trends and accurately measure growth and industry performance.

Contents:
Current State of the Industry
Market Size
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News

Current State of the Portfolio Management Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Portfolio Management

The total U.S. market size for the Portfolio Management industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Income Statement (Average Financial Metrics) - Portfolio Management

Financial metrics provide a snapshot view of an "average" company in the Portfolio Management industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Portfolio Management

Financial ratios can be used to compare how a company in the Portfolio Management industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Portfolio Management Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Portfolio Management Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Compensation & Salary Surveys for Employees Working in Portfolio Management

Compensation statistics provides an accurate assessment of jobs in the Portfolio Management industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	2%
Business and financial operations occupations	38%
Financial analysts	11%
Personal financial advisors	15%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	31%
Executive secretaries and administrative assistants	7%

Source: Bureau of Labor Statistics

Companies in Portfolio Management and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Portfolio Management Company News

Web scan for recent news about publicly traded companies in the Portfolio Management industry.

• Paragon Wealth Management Claims Active Wealth Management is More Effective: Provo, UT- Paragon Wealth Management, a registered investment advisor firm, created a new video on the front page of their website to discuss why they believe active wealth management is more effective than passive.
• Research and Markets: Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship: DUBLIN----Research and Markets has announced the addition of John Wiley and Sons Ltd's new report "Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship" to their offering.
• FinAnalytica Integrates FINCAD Analytics Into Risk Management, Portfolio Allocation Platform: Cognity, FinAnalytica’s risk management and portfolio allocation platform, directly addresses the real world phenomenon of fat tails, volatility clustering, skewness and correlation asymmetry, FinAnalytica said in a release.
• FinAnalytica Integrates FINCAD Analytics Into Risk Management, Portfolio Allocation Platform: Cognity, FinAnalyticas risk management and portfolio allocation platform, directly addresses the real world phenomenon of fat tails, volatility clustering, skewness and correlation asymmetry, FinAnalytica said in a release.
• INSTANTIS Positioned as a Visionary in Magic Quadrant for IT Project and Portfolio Management: EnterpriseTrack PMO Edition is recognized as an innovative on-demand solution for Enterprise Project & Portfolio Management
• Compuware pushes out new project management system: Changepoint 2010 to incorporate mobile users Compuware has launched a new version of its project portfolio management (PPM) tool, Changepoint. The product, which was unveiled at the Gartner PPM & IT Governance Summit in London, has beefed up the mobile support offered by the product.
• ARK Management Adds More Than 100,000 Square Feet to its Third Party Commercial Property Management Portfolio: ARK Management continues property management growth initiative in Southern California. (PRWeb Jun 16, 2010) Read the full story at http://www.prweb.com/releases/2010/06/prweb4138204.htm
• ARK Management Adds More Than 100,000 Square Feet to its Third Party Commercial Property Management Portfolio: ARK Management continues property management growth initiative in Southern California.
• Leading Analyst Firm Names Planview to Leaders Quadrant in its Newest IT Portfolio Management Magic Quadrant Report: Planview�, the leading provider of enterprise-wide portfolio management solutions, is recognized in the Leaders Quadrant of the Gartner Magic Quadrant for IT Project and Portfolio Management, 2010. Released on June 7 by Daniel Stang, the Gartner report included 31 software vendors that provide IT project and portfolio management (PPM) solutions in its review and quadrant profiling. The solutions ...
• Portfolio Recovery Associates to Present at William Blair Growth Stock Conference: Portfolio Recovery Associates, Inc. (NASDAQ: PRAA), a company that purchases, collects and manages portfolios of defaulted consumer receivables and provides a broad range of receivables management and payments processing services, announced today that Steve Fredrickson, CEO, Kevin Stevenson, CFO, and Neal Stern, COO - Owned Portfolios, will be making a presentation to the investment community at ...
• BT Financial Group nabs Mehmet: BT Financial Group has appointed former ING Investment Management (INGIM) senior portfolio manager Ron Mehmet as portfolio manager, fixed interest.
• Fiduciary management comes to Italy: Polaris Investment, the fund manager for the Cariplo charitable foundation in Italy, is set to become the first investment firm in the country to offer a new kind of whole-portfolio management that is catching on fast across Europe.
• We will broad base our advance portfolio, with a retail bias: Vijaya Bank, which has recently joined the league of big banks with an aggregate business of over Rs 1,00,000 crore, expects a 20% surge in its lending portfolio this year.
• Mavrix Fund Management Inc. Announces Management Changes and Streamlining Measures: TORONTO, ONTARIO--(Marketwire - May 8, 2010) - Mavrix Fund Management Inc. (" Mavrix ") today announced changes associated with consolidating and streamlining operations. Effective immediately, David Levi has been appointed Chief Executive Officer and President of Mavrix, the manager of the Mavrix managed funds (the " Mavrix Funds "), and Murray Munro has been appointed Senior Vice-President ...
• Mavrix Fund Management Inc. Announces Management Changes and Streamlining Measures: TORONTO, ONTARIO-- - Mavrix Fund Management Inc. today announced changes associated with consolidating and streamlining operations. Effective immediately, David Levi has been appointed Chief Executive Officer and President of Mavrix, the manager of the Mavrix managed funds , and Murray Munro has been appointed Senior Vice-President, National Sales of Mavrix.

Markets Related to Portfolio Management