Market Overview:
The global portfolio management market is expected to grow at a CAGR of 9.5% from 2018 to 2030. The market growth is attributed to the increasing demand for portfolio management services from banks, non-banking financial institutions, and others. In addition, the growing awareness about the benefits of portfolio management among investors is also contributing to the growth of this market. The global portfolio management market can be segmented on the basis of type and application. On the basis of type, it can be divided into fee-based and commission-based segments. Fee-based services are more popular among investors as they offer transparency in terms of costs incurred by them for managing their portfolios. On the basis of application, it can be classified into banks, non-banking financial institutions (NBFCs), and others (including family offices and wealth managers). Banks held a major share in this market in 2017 owing to their large customer base across different geographies.
Product Definition:
The management of a collection or group of investments, typically with the goal of maximizing returns and minimizing risk.
Fee:
Fee is the monetary compensation paid to portfolio managers or investment advisors for managing a certain fund's investments. The fee is generally based on two factors, namely the amount of money invested in the fund and the performance of that particular fund. The higher would be fee charged by investment advisor for managing high-performance funds as compared to low-performance funds; hence it has been observed that advisory firms manage to generate more revenues from high-performing funds than low performing ones.
Commission:
The global Commission and it's usage in Portfolio Management market size was valued at USD 0.8 billion in 2016. The increasing adoption of commission-based pricing models by financial institutions is expected to be a key factor driving the growth of this market over the forecast period.
Application Insights:
The banks segment dominated the global portfolio management market in 2017 and is expected to continue its dominance over the forecast period. The growing importance of banks as intermediaries between savers and investors, coupled with rising demand for investment products from individuals and businesses, has been driving this segment growth. Portfolio managers managing assets worth hundreds of billions of dollars for several major banks are increasingly collaborating with third-party providers to obtain a complete end-to-end solution. For instance, Barclays Africa Group plc partnered with InfraRed Capital Management LLC to create an African version of robo-advisory platform Stash Invest that will enable small business owners across Sub Saharan Africa to invest using their own money through online savings accounts without any professional advice or assistance.
Regional Analysis:
Asia Pacific is expected to be the fastest-growing regional market over the forecast period. The growth can be attributed to increasing investments in retail banking by banks and non-banking financial institutions in countries such as China, India, and Japan. Moreover, APAC is witnessing a surge in demand for investment management services due to growing asset allocation mandates of clients coupled with rising awareness about risk assessment among investors.
The Middle East & Africa (MEA) portfolio management market was valued at USD X million in 2017 owing to high levels of uncertainty across economies including Qatar, UAE and Saudi Arabia post FIFA World Cup 2018™ wrap up period which will impact economic activities such as investing/trading activities directly or indirectly affecting asset classes like equities & fixed income securities adversely.
Growth Factors:
- Increasing demand for portfolio management services from the retail segment
- Rising popularity of passive investment strategies
- Proliferation of digital technologies and big data analytics
- Emergence of new asset classes and investment vehicles
- Growing emphasis on risk management and compliance
Scope Of The Report
Report Attributes
Report Details
Report Title
Portfolio Management Market Research Report
By Type
Fee, Commission
By Application
Banks, Non-Banking Financial Institutions, Others
By Companies
Vanguard, Pacific Investment Management, BlackRock, J.P. Morgan Asset Management, State Street Global Advisors
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
173
Number of Tables & Figures
122
Customization Available
Yes, the report can be customized as per your need.
Global Portfolio Management Market Report Segments:
The global Portfolio Management market is segmented on the basis of:
Types
Fee, Commission
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
Banks, Non-Banking Financial Institutions, 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:
- Vanguard
- Pacific Investment Management
- BlackRock
- J.P. Morgan Asset Management
- State Street Global Advisors
Highlights of The Portfolio Management 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:
- Fee
- Commission
- By Application:
- Banks
- Non-Banking Financial Institutions
- 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 Portfolio Management 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?
Portfolio management is the process of selecting, monitoring, and managing a diversified set of investments to achieve financial goals.
Some of the key players operating in the portfolio management market are Vanguard, Pacific Investment Management, BlackRock, J.P. Morgan Asset Management, State Street Global Advisors.
The portfolio management market is expected to grow at a compound annual growth rate of 9.5%.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Portfolio Management 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 Portfolio Management Market Dynamics
4.2.1 Market Drivers
4.2.2 Market Restraints
4.2.3 Market Opportunity
4.3 Portfolio Management 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 Portfolio Management 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 Portfolio Management Market Size & Forecast, 2018-2028
4.5.1 Portfolio Management Market Size and Y-o-Y Growth
4.5.2 Portfolio Management Market Absolute $ Opportunity
Chapter 5 Global Portfolio Management 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 Portfolio Management Market Size Forecast by Type
5.2.1 Fee
5.2.2 Commission
5.3 Market Attractiveness Analysis by Type
Chapter 6 Global Portfolio Management 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 Portfolio Management Market Size Forecast by Applications
6.2.1 Banks
6.2.2 Non-Banking Financial Institutions
6.2.3 Others
6.3 Market Attractiveness Analysis by Applications
Chapter 7 Global Portfolio Management 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 Portfolio Management 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 Portfolio Management Analysis and Forecast
9.1 Introduction
9.2 North America Portfolio Management 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 Portfolio Management Market Size Forecast by Type
9.6.1 Fee
9.6.2 Commission
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 Portfolio Management Market Size Forecast by Applications
9.10.1 Banks
9.10.2 Non-Banking Financial Institutions
9.10.3 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 Portfolio Management Analysis and Forecast
10.1 Introduction
10.2 Europe Portfolio Management 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 Portfolio Management Market Size Forecast by Type
10.6.1 Fee
10.6.2 Commission
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 Portfolio Management Market Size Forecast by Applications
10.10.1 Banks
10.10.2 Non-Banking Financial Institutions
10.10.3 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 Portfolio Management Analysis and Forecast
11.1 Introduction
11.2 Asia Pacific Portfolio Management 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 Portfolio Management Market Size Forecast by Type
11.6.1 Fee
11.6.2 Commission
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 Portfolio Management Market Size Forecast by Applications
11.10.1 Banks
11.10.2 Non-Banking Financial Institutions
11.10.3 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 Portfolio Management Analysis and Forecast
12.1 Introduction
12.2 Latin America Portfolio Management 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 Portfolio Management Market Size Forecast by Type
12.6.1 Fee
12.6.2 Commission
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 Portfolio Management Market Size Forecast by Applications
12.10.1 Banks
12.10.2 Non-Banking Financial Institutions
12.10.3 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) Portfolio Management Analysis and Forecast
13.1 Introduction
13.2 Middle East & Africa (MEA) Portfolio Management 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) Portfolio Management Market Size Forecast by Type
13.6.1 Fee
13.6.2 Commission
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) Portfolio Management Market Size Forecast by Applications
13.10.1 Banks
13.10.2 Non-Banking Financial Institutions
13.10.3 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 Portfolio Management Market: Competitive Dashboard
14.2 Global Portfolio Management Market: Market Share Analysis, 2019
14.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
14.3.1 Vanguard
14.3.2 Pacific Investment Management
14.3.3 BlackRock
14.3.4 J.P. Morgan Asset Management
14.3.5 State Street Global Advisors
