research
AnythingResearch - Industry Analysis and Market Research Reports
Better Data, Better Decisions


The 2017 Report on Portfolio Management contains key information used by Executives in many Fortune 500 companies and market leaders. The report helps identify industry changes, trends, key players, and growth opportunities.

  Standard Report Premium Report
Current State of the Industry . .
Market Size (industry trends) . .
Market Forecast (5-year projection)   .
Products/Services Breakdown   .
Revenue per State . .
Financial Metrics . .
Salary & Compensation Statistics . .
Public Company Information . .
Key Private Companies   .
Government Vendors   .
Instant Download - Available immediately upon purchase . .
Download both PDF and Excel
Download to PDF Download to Excel
. .
Download now:
AnythingResearch

2017 Market Research Report on Portfolio Management Industry


Current Research on the Portfolio Management Industry

This section provides answers to fundamental and critical questions about the industry:
  1. What is the total market size ($ millions)?
  2. What is the Portfolio Management industry outlook?
  3. Has the market grown or declined?
  4. What is the market growth rate?
  5. Are long term forecasts positive or negative?
  6. What is the industry size and average company size?
  7. How many companies are in the industry?

Market Size Statistics

The total U.S. market size for the Portfolio Management industry: statistics cover all companies, both public and private. In addition to total revenue, the industry research provides details on employees, companies, and average firm size in the sector. Use this market information to research and analyze growth rates and the Portfolio Management industry trends and market outlook based on quantitative research and economic data.

market size 2017
Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Statistics 2011        2012        2013        2014        2015        2016
Market Size
(Total Sales/Revenue)


Order at top of page
Total Firms
Total Employees
Average Revenue Per Firm
Average Employees Per Firm
Statistics Source: U.S. Census, AnythingResearch Statistical Analysis



Market Forecast - Portfolio Management[PREMIUM]

Market forecasts show the long term industry outlook & Portfolio Management future growth trends. The following five-year forecast utilizes advanced econometric techniques that project both short-term and long-term market growth outlook. The industry outlook can be used to set a strategy applicable to economic realities.

market forecast

Forecast / Industry Outlook 2017 2018 2019 2020 2021 2022
Market Forecast ($ millions)
Projected Industry Growth Rate (%)
Source: AnythingResearch Economic Analysis

Product & Services Breakdown

Research products and services in the Portfolio Management industry generating sales. Note that products are broken into categories with different levels of classification.

Product DescriptionNumber of Companies Sales ($ millions) Percent of Total Sales

Industry Total

Loan Services - Income

Securities Origination Services

Brokering And Dealing Services For Debt Instruments

Commercial Paper Issued By Financial Institutions

Brokering And Dealing Services For Equities

Brokering And Dealing Services For Derivative Contracts

Futures Contracts, Exchange-Traded

Options Contracts, Exchange-Traded

Brokering And Dealing Services For Investment Company Securities, Including Mutual Funds, Closed-End Funds, And Unit Investment

Brokering And Dealing Services For Other Financial Instruments

Trading Debt Instruments On Own Account - Net Gains (Losses)

Trading Equities On Own Account - Net Gains (Losses)

Trading Other Securities And Commodity Contracts On Own Account - Net Gains (Losses)

Trust Services - Fiduciary Fees

Trust Services For Businesses And Governments

Personal Trust Services

Other Trust Services

Support Services For Financial And Commodity Markets

Support Services For Financial Market And Clearing Products, Not Elsewhere Specified

Financial Planning And Investment Management Services

Financial Management Consulting Services

Personal Financial Planning And Advice Services

Personal Investment Management Services

Mergers And Acquisition Financial Consulting Services

Other Products Supporting Financial Services - Fees

Insurance Brokerage And Agency Services - Commissions



U.S. Geographic Distribution: Revenue Statistics by State

Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower market share than average.

U.S. map of Portfolio Management by state

Market Trends for Portfolio Management

Rise and fall in market prices are affectedd by supply, demand, and the cost of goods/services sold. Higher demand or COGS will put upward price pressure on prices. Higher competition among Portfolio Management companies will put a downward pressure on prices. The chart shows how prices are changing within the , month-to-month over the last three years.

price index trends

Income Statement (Average Financial Metrics)

Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.

Industry AveragePercent of Sales
(Industry Benchmark)
Total Revenue

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: AnythingResearch Analysis of U.S. federal statistics




Financial Ratio Analysis - Portfolio Management

Financial ratio information can be used to benchmark how a company in the industry compares relative to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.

Profitability & Valuation Ratios - Portfolio ManagementIndustry Average
Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Portfolio Management industry is performing.
Profit Margin
Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues.
Return on Equity (ROE)
Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings).
Return on Assets (ROA)
Return on Assets (ROA) is net income relative to total assets. The market research on Portfolio Management measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets.


Liquidity Ratios - Portfolio ManagementIndustry Average
Bankers and suppliers use liquidity 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.
Quick Ratio (Acid Test)
Calculates liquid assets relative to liabilities, excluding inventories.


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



Compensation & Salary Surveys for Employees

Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.

TitlePercent of WorkforceBottom Quartile Average (Median) SalaryUpper Quartile
Management Occupations 10%

Order at top of page
Chief Executives0%
General and Operations Managers3%
Business and Financial Operations Occupations 42%
Business Operations Specialists 5%
Financial Specialists 37%
Accountants and Auditors 6%
Accountants and Auditors 6%
Financial Analysts and Advisors 27%
Financial Analysts 10%
Personal Financial Advisors 17%
Computer and Mathematical Occupations 6%
Computer Occupations 6%
Sales and Related Occupations 11%
Sales Representatives, Services 11%
Securities, Commodities, and Financial Services Sales Agents 9%
Securities, Commodities, and Financial Services Sales Agents 9%
Office and Administrative Support Occupations 27%
Information and Record Clerks 7%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants 10%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive 6%
Other Office and Administrative Support Workers 5%
Source: Bureau of Labor Statistics


Companies in Portfolio Management and Similar Industries[PREMIUM]

Portfolio Management market research identifies top companies with the largest estimated market share. Information includes corporate earnings and public company ticker symbols where available.

CompanyAddressRevenue Estimate







Public Portfolio Management Company News

Web scan for recent news about public companies. Portfolio Management market research on key company news, and Portfolio Management statistics.

The market size analysis identifies the overall sales data within the industry. Statistics break down facts about companies within the market.


Government Contracts Related to Portfolio Management

In 2014, the federal government spent a total of $43,519,652 on Portfolio Management. It has awarded 86 contracts to 17 companies, with an average value of $2,559,980 per company.   

Top government vendors:

CompanyFederal ContractsTotal Award Amount



Growth Opportunities / Competitive Threats

Companies in other industries may also sell similar products. Since there is an overlap in the customer base, there may be an opportunity for companies in Portfolio Management to sell additional products/services offered by these adjacent industries. Alternatively, these industries may identify further products in this industry to target. Products most at risk are those with the highest profit margins and lowest barriers to entry.

The following industries are competing channels for sales of similar products/services.

Financial Planning And Investment Management Products
Competing IndustrySales Relative to Portfolio ManagementOpportunity/Threat
Investment Banking & Securities Dealing Competing industry
Securities Brokerage Competing industry
Financial Planning & Investment Advice Competing industry
Commercial Banking Competing industry

Sales from other industries of Financial Planning And Investment Management Products are less than those from Portfolio Management. This may mean that other channels are a competitive risk of increasing their Financial Planning And Investment Management Products sales, taking market share from this industry.
Financial Planning And Investment Management Products Product Sales Report



Financial Planning And Investment Mgt Serv For Bus & Govt
Competing IndustrySales Relative to Portfolio ManagementOpportunity/Threat
Investment Banking & Securities Dealing Competing industry
Financial Planning & Investment Advice Competing industry
Commercial Banking Competing industry
Securities Brokerage Competing industry

Sales from other industries of Financial Planning And Investment Mgt Serv For Bus & Govt are less than those from Portfolio Management. This may mean that other channels are a competitive risk of increasing their Financial Planning And Investment Mgt Serv For Bus & Govt sales, taking market share from this industry.
Financial Planning And Investment Mgt Serv For Bus & Govt Product Sales Report



Personal Financial Planning And Advice Products
Personal Financial Planning And Advice Products Product Sales Report

Personal Investment Management Products
Personal Investment Management Products Product Sales Report

Securities Origination Products
Securities Origination Products Product Sales Report

Trust Products - Fiduciary Fees
Trust Products - Fiduciary Fees Product Sales Report

Brokering And Dealing Products - Equities
Brokering And Dealing Products - Equities Product Sales Report

Trading Equities On Own Account - Net Gains (Losses)
Trading Equities On Own Account - Net Gains (Losses) Product Sales Report

Financing Related To Securities
Financing Related To Securities Product Sales Report

Management Of Financial Market And Clearing Products
Management Of Financial Market And Clearing Products Product Sales Report



Segments classified within this market research report

This market research report includes companies whose primary business is any of the following:
Portfolio fund managing, Managing trusts, Mutual fund managing, Pension fund managing, Investment management, Managing investment funds, Personal investments trusts, managing, Managing mutual funds, Managing personal investment trusts, etc.



Related Reports

Can't find what you're looking for? We have over a thousand market research reports. Ask us and an analyst will help you find what you need.

Industries Related to Portfolio Management

Portfolio Management