Market Overview:
The global investment management solutions market is expected to grow from USD 9.5 billion in 2018 to USD 17.8 billion by 2030, at a CAGR of 7.6% during the forecast period. The growth of the market can be attributed to the increasing demand for cloud-based investment management solutions and rising need for automated investment management solutions among enterprises. However, lack of awareness about cloud-based investment management solutions and stringent regulatory norms are restraining the growth of the market. Based on type, on-premises segment is expected to hold a larger share of the global investment management solutions market duringthe forecast period.
Product Definition:
An investment management solution is a software or online tool that helps investors manage their portfolios. Investment management solutions can include features such as tracking and analyzing performance, creating and managing watchlists, and building models of different investment strategies.
Investment management solutions are important because they help investors make better decisions about where to put their money. They also provide tools for monitoring investments and making changes to portfolios as needed.
On-premises:
On-premises, it's usage and growth factor in Investment Management Solutions market is expected to witness significant growth over the forecast period. The primary drivers for on-premises solutions are security and data privacy concerns. These factors have been crucial in increasing adoption of on-premise software solutions by financial institutions across the globe.
Cloud-based:
Cloud-based solutions are software-as-a-service solutions that provide users with ondemand access to shared pool of data. The cloud solution offers investment management firms a costeffective way to centralize their data and deliver it to clients in an accessible manner. Cloud service providers offer endtoend services from design, development, implementation and maintenance of these solutions which include database storage & management along with analytical tools for reporting purposes.
Application Insights:
The Small and Medium-sized Enterprise (SME) segment accounted for the largest revenue share of over 60% in 2017. The SME segment is expected to continue its dominance over the forecast period owing to increasing penetration and adoption of solutions among small businesses. According to a study by Capgemini, nearly 75% of global enterprise firms have fewer than 250 employees, thus making them susceptible to digital disruption. This has ledto an increased demand for investment management solutions from these smaller sized companies as they face numerous decisions regarding investments including choosing suitable funds, managing portfolio investments efficiently are some others that require effective decision-making processes leading up to efficient implementation of investment strategies.
Regional Analysis:
The North America region accounted for the largest market share in 2017. The growth is attributed to the presence of a large number of global investors, which has resulted in increased adoption of international investment management solutions by domestic investors. Furthermore, increasing demand for cloud-based solutions and investments made by prominent players to enhance their product portfolio are expected to drive regional growth over the forecast period.
Asia Pacific is anticipated to emerge as a lucrative regional market during the forecast period owing to growing awareness among retail investors regarding international investing opportunities and low-cost funds offered by foreign providers. Moreover, increasing penetration of mobile devices coupled with rising internet access provides an opportunity for digital services thereby driving industry expansion over the projected time frame.
Growth Factors:
- Increasing demand for Investment Management Solutions from the retail segment as investors become more aware of the benefits of professional money management.
- Rapid growth in alternative investment products, such as hedge funds and private equity, is driving demand for Investment Management Solutions that can accommodate these complex products.
- The increasing popularity of exchange-traded funds (ETFs) is fueling demand for Investment Management Solutions that can provide sophisticated portfolio construction and risk management capabilities.
- A growing number of institutional investors are outsourcing their investment management operations to third-party providers, providing a strong growth opportunity for the market overall.
- The continued expansion of global capital markets is creating new opportunities for Investment Management Solutions providers to serve clients worldwide
Scope Of The Report
Report Attributes
Report Details
Report Title
Investment Management Solutions Market Research Report
By Type
On-premises, Cloud-based
By Application
SME, Large Enterprise, Personal Use, Others
By Companies
Misys, SS&C Tech, SimCorp, Eze Software, eFront, Macroaxis, Dynamo Software, Elysys, S.A.G.E., TransparenTech, Riskturn, SoftTarget, ProTrak International, PortfolioShop, Beiley Software, Quant IX Software, Quicken, OWL Software, Vestserve, APEXSOFT, Avantech Software
Regions Covered
North America, Europe, APAC, Latin America, MEA
Base Year
2021
Historical Year
2019 to 2020 (Data from 2010 can be provided as per availability)
Forecast Year
2030
Number of Pages
232
Number of Tables & Figures
163
Customization Available
Yes, the report can be customized as per your need.
Global Investment Management Solutions Market Report Segments:
The global Investment Management Solutions market is segmented on the basis of:
Types
On-premises, Cloud-based
The product segment provides information about the market share of each product and the respective CAGR during the forecast period. It lays out information about the product pricing parameters, trends, and profits that provides in-depth insights of the market. Furthermore, it discusses latest product developments & innovation in the market.
Applications
SME, Large Enterprise, Personal Use, Others
The application segment fragments various applications of the product and provides information on the market share and growth rate of each application segment. It discusses the potential future applications of the products and driving and restraining factors of each application segment.
Some of the companies that are profiled in this report are:
- Misys
- SS&C Tech
- SimCorp
- Eze Software
- eFront
- Macroaxis
- Dynamo Software
- Elysys
- S.A.G.E.
- TransparenTech
- Riskturn
- SoftTarget
- ProTrak International
- PortfolioShop
- Beiley Software
- Quant IX Software
- Quicken
- OWL Software
- Vestserve
- APEXSOFT
- Avantech Software
Highlights of The Investment Management Solutions Market Report:
- The market structure and projections for the coming years.
- Drivers, restraints, opportunities, and current trends of market.
- Historical data and forecast.
- Estimations for the forecast period 2030.
- Developments and trends in the market.
- By Type:
- On-premises
- Cloud-based
- By Application:
- SME
- Large Enterprise
- Personal Use
- Others
- Market scenario by region, sub-region, and country.
- Market share of the market players, company profiles, product specifications, SWOT analysis, and competitive landscape.
- Analysis regarding upstream raw materials, downstream demand, and current market dynamics.
- Government Policies, Macro & Micro economic factors are also included in the report.
We have studied the Investment Management Solutions Market in 360 degrees via. both primary & secondary research methodologies. This helped us in building an understanding of the current market dynamics, supply-demand gap, pricing trends, product preferences, consumer patterns & so on. The findings were further validated through primary research with industry experts & opinion leaders across countries. The data is further compiled & validated through various market estimation & data validation methodologies. Further, we also have our in-house data forecasting model to predict market growth up to 2030.
Regional Analysis
- North America
- Europe
- Asia Pacific
- Middle East & Africa
- Latin America
Note: A country of choice can be added in the report at no extra cost. If more than one country needs to be added, the research quote will vary accordingly.
The geographical analysis part of the report provides information about the product sales in terms of volume and revenue in regions. It lays out potential opportunities for the new entrants, emerging players, and major players in the region. The regional analysis is done after considering the socio-economic factors and government regulations of the countries in the regions.
How you may use our products:
- Correctly Positioning New Products
- Market Entry Strategies
- Business Expansion Strategies
- Consumer Insights
- Understanding Competition Scenario
- Product & Brand Management
- Channel & Customer Management
- Identifying Appropriate Advertising Appeals
8 Reasons to Buy This Report
- Includes a Chapter on the Impact of COVID-19 Pandemic On the Market
- Report Prepared After Conducting Interviews with Industry Experts & Top Designates of the Companies in the Market
- Implemented Robust Methodology to Prepare the Report
- Includes Graphs, Statistics, Flowcharts, and Infographics to Save Time
- Industry Growth Insights Provides 24/5 Assistance Regarding the Doubts in the Report
- Provides Information About the Top-winning Strategies Implemented by Industry Players.
- In-depth Insights On the Market Drivers, Restraints, Opportunities, and Threats
- Customization of the Report Available
Frequently Asked Questions?
Investment management solutions (IMS) are a type of financial services that provide advice and assistance to individuals, families, and businesses in making informed investment decisions. IMS typically includes the provision of investment products and services such as mutual funds, individual securities, hedge funds, derivatives products and other financial instruments.
Some of the major players in the investment management solutions market are Misys, SS&C Tech, SimCorp, Eze Software, eFront, Macroaxis, Dynamo Software, Elysys, S.A.G.E., TransparenTech, Riskturn, SoftTarget, ProTrak International, PortfolioShop, Beiley Software, Quant IX Software, Quicken, OWL Software, Vestserve, APEXSOFT, Avantech Software.
The investment management solutions market is expected to register a CAGR of 7.6%.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Investment Management Solutions Market Overview
4.1 Introduction
4.1.1 Market Taxonomy
4.1.2 Market Definition
4.1.3 Macro-Economic Factors Impacting the Market Growth
4.2 Investment Management Solutions Market Dynamics
4.2.1 Market Drivers
4.2.2 Market Restraints
4.2.3 Market Opportunity
4.3 Investment Management Solutions Market - Supply Chain Analysis
4.3.1 List of Key Suppliers
4.3.2 List of Key Distributors
4.3.3 List of Key Consumers
4.4 Key Forces Shaping the Investment Management Solutions Market
4.4.1 Bargaining Power of Suppliers
4.4.2 Bargaining Power of Buyers
4.4.3 Threat of Substitution
4.4.4 Threat of New Entrants
4.4.5 Competitive Rivalry
4.5 Global Investment Management Solutions Market Size & Forecast, 2018-2028
4.5.1 Investment Management Solutions Market Size and Y-o-Y Growth
4.5.2 Investment Management Solutions Market Absolute $ Opportunity
Chapter 5 Global Investment Management Solutions Market Analysis and Forecast by Type
5.1 Introduction
5.1.1 Key Market Trends & Growth Opportunities by Type
5.1.2 Basis Point Share (BPS) Analysis by Type
5.1.3 Absolute $ Opportunity Assessment by Type
5.2 Investment Management Solutions Market Size Forecast by Type
5.2.1 On-premises
5.2.2 Cloud-based
5.3 Market Attractiveness Analysis by Type
Chapter 6 Global Investment Management Solutions Market Analysis and Forecast by Applications
6.1 Introduction
6.1.1 Key Market Trends & Growth Opportunities by Applications
6.1.2 Basis Point Share (BPS) Analysis by Applications
6.1.3 Absolute $ Opportunity Assessment by Applications
6.2 Investment Management Solutions Market Size Forecast by Applications
6.2.1 SME
6.2.2 Large Enterprise
6.2.3 Personal Use
6.2.4 Others
6.3 Market Attractiveness Analysis by Applications
Chapter 7 Global Investment Management Solutions Market Analysis and Forecast by Region
7.1 Introduction
7.1.1 Key Market Trends & Growth Opportunities by Region
7.1.2 Basis Point Share (BPS) Analysis by Region
7.1.3 Absolute $ Opportunity Assessment by Region
7.2 Investment Management Solutions Market Size Forecast by Region
7.2.1 North America
7.2.2 Europe
7.2.3 Asia Pacific
7.2.4 Latin America
7.2.5 Middle East & Africa (MEA)
7.3 Market Attractiveness Analysis by Region
Chapter 8 Coronavirus Disease (COVID-19) Impact
8.1 Introduction
8.2 Current & Future Impact Analysis
8.3 Economic Impact Analysis
8.4 Government Policies
8.5 Investment Scenario
Chapter 9 North America Investment Management Solutions Analysis and Forecast
9.1 Introduction
9.2 North America Investment Management Solutions Market Size Forecast by Country
9.2.1 U.S.
9.2.2 Canada
9.3 Basis Point Share (BPS) Analysis by Country
9.4 Absolute $ Opportunity Assessment by Country
9.5 Market Attractiveness Analysis by Country
9.6 North America Investment Management Solutions Market Size Forecast by Type
9.6.1 On-premises
9.6.2 Cloud-based
9.7 Basis Point Share (BPS) Analysis by Type
9.8 Absolute $ Opportunity Assessment by Type
9.9 Market Attractiveness Analysis by Type
9.10 North America Investment Management Solutions Market Size Forecast by Applications
9.10.1 SME
9.10.2 Large Enterprise
9.10.3 Personal Use
9.10.4 Others
9.11 Basis Point Share (BPS) Analysis by Applications
9.12 Absolute $ Opportunity Assessment by Applications
9.13 Market Attractiveness Analysis by Applications
Chapter 10 Europe Investment Management Solutions Analysis and Forecast
10.1 Introduction
10.2 Europe Investment Management Solutions Market Size Forecast by Country
10.2.1 Germany
10.2.2 France
10.2.3 Italy
10.2.4 U.K.
10.2.5 Spain
10.2.6 Russia
10.2.7 Rest of Europe
10.3 Basis Point Share (BPS) Analysis by Country
10.4 Absolute $ Opportunity Assessment by Country
10.5 Market Attractiveness Analysis by Country
10.6 Europe Investment Management Solutions Market Size Forecast by Type
10.6.1 On-premises
10.6.2 Cloud-based
10.7 Basis Point Share (BPS) Analysis by Type
10.8 Absolute $ Opportunity Assessment by Type
10.9 Market Attractiveness Analysis by Type
10.10 Europe Investment Management Solutions Market Size Forecast by Applications
10.10.1 SME
10.10.2 Large Enterprise
10.10.3 Personal Use
10.10.4 Others
10.11 Basis Point Share (BPS) Analysis by Applications
10.12 Absolute $ Opportunity Assessment by Applications
10.13 Market Attractiveness Analysis by Applications
Chapter 11 Asia Pacific Investment Management Solutions Analysis and Forecast
11.1 Introduction
11.2 Asia Pacific Investment Management Solutions Market Size Forecast by Country
11.2.1 China
11.2.2 Japan
11.2.3 South Korea
11.2.4 India
11.2.5 Australia
11.2.6 South East Asia (SEA)
11.2.7 Rest of Asia Pacific (APAC)
11.3 Basis Point Share (BPS) Analysis by Country
11.4 Absolute $ Opportunity Assessment by Country
11.5 Market Attractiveness Analysis by Country
11.6 Asia Pacific Investment Management Solutions Market Size Forecast by Type
11.6.1 On-premises
11.6.2 Cloud-based
11.7 Basis Point Share (BPS) Analysis by Type
11.8 Absolute $ Opportunity Assessment by Type
11.9 Market Attractiveness Analysis by Type
11.10 Asia Pacific Investment Management Solutions Market Size Forecast by Applications
11.10.1 SME
11.10.2 Large Enterprise
11.10.3 Personal Use
11.10.4 Others
11.11 Basis Point Share (BPS) Analysis by Applications
11.12 Absolute $ Opportunity Assessment by Applications
11.13 Market Attractiveness Analysis by Applications
Chapter 12 Latin America Investment Management Solutions Analysis and Forecast
12.1 Introduction
12.2 Latin America Investment Management Solutions Market Size Forecast by Country
12.2.1 Brazil
12.2.2 Mexico
12.2.3 Rest of Latin America (LATAM)
12.3 Basis Point Share (BPS) Analysis by Country
12.4 Absolute $ Opportunity Assessment by Country
12.5 Market Attractiveness Analysis by Country
12.6 Latin America Investment Management Solutions Market Size Forecast by Type
12.6.1 On-premises
12.6.2 Cloud-based
12.7 Basis Point Share (BPS) Analysis by Type
12.8 Absolute $ Opportunity Assessment by Type
12.9 Market Attractiveness Analysis by Type
12.10 Latin America Investment Management Solutions Market Size Forecast by Applications
12.10.1 SME
12.10.2 Large Enterprise
12.10.3 Personal Use
12.10.4 Others
12.11 Basis Point Share (BPS) Analysis by Applications
12.12 Absolute $ Opportunity Assessment by Applications
12.13 Market Attractiveness Analysis by Applications
Chapter 13 Middle East & Africa (MEA) Investment Management Solutions Analysis and Forecast
13.1 Introduction
13.2 Middle East & Africa (MEA) Investment Management Solutions Market Size Forecast by Country
13.2.1 Saudi Arabia
13.2.2 South Africa
13.2.3 UAE
13.2.4 Rest of Middle East & Africa (MEA)
13.3 Basis Point Share (BPS) Analysis by Country
13.4 Absolute $ Opportunity Assessment by Country
13.5 Market Attractiveness Analysis by Country
13.6 Middle East & Africa (MEA) Investment Management Solutions Market Size Forecast by Type
13.6.1 On-premises
13.6.2 Cloud-based
13.7 Basis Point Share (BPS) Analysis by Type
13.8 Absolute $ Opportunity Assessment by Type
13.9 Market Attractiveness Analysis by Type
13.10 Middle East & Africa (MEA) Investment Management Solutions Market Size Forecast by Applications
13.10.1 SME
13.10.2 Large Enterprise
13.10.3 Personal Use
13.10.4 Others
13.11 Basis Point Share (BPS) Analysis by Applications
13.12 Absolute $ Opportunity Assessment by Applications
13.13 Market Attractiveness Analysis by Applications
Chapter 14 Competition Landscape
14.1 Investment Management Solutions Market: Competitive Dashboard
14.2 Global Investment Management Solutions Market: Market Share Analysis, 2019
14.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
14.3.1 Misys
14.3.2 SS&C Tech
14.3.3 SimCorp
14.3.4 Eze Software
14.3.5 eFront
14.3.6 Macroaxis
14.3.7 Dynamo Software
14.3.8 Elysys
14.3.9 S.A.G.E.
14.3.10 TransparenTech
14.3.11 Riskturn
14.3.12 SoftTarget
14.3.13 ProTrak International
14.3.14 PortfolioShop
14.3.15 Beiley Software
14.3.16 Quant IX Software
14.3.17 Quicken
14.3.18 OWL Software
14.3.19 Vestserve
14.3.20 APEXSOFT
14.3.21 Avantech Software
