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Global Portfolio Management Market 2024 by Company, Regions, Type and Application, Forecast to 2030

May 2024 | 85 pages | ID: G23583993CC9EN
GlobalInfoResearch

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According to our (Global Info Research) latest study, the global Portfolio Management market size was valued at USD million in 2023 and is forecast to a readjusted size of USD million by 2030 with a CAGR of % during review period.

Portfolio management comprises of entities primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

Robo-Advisors are shaping the future of portfolio management which help to analyze and manage investor portfolios. These advisors allow traders to robotize their research and management processes. This technology helps to recreate human financial advisors, and make more money for their customers. One such robo-advisors which got popularity in 2018 is the Schwab’s Intelligent Portfolios “zero fee” structure which charges no account fees or commissions.

The Global Info Research report includes an overview of the development of the Portfolio Management industry chain, the market status of Banks (Fee, Commission), Non-Banking Financial Institutions (Fee, Commission), and key enterprises in developed and developing market, and analysed the cutting-edge technology, patent, hot applications and market trends of Portfolio Management.

Regionally, the report analyzes the Portfolio Management markets in key regions. North America and Europe are experiencing steady growth, driven by government initiatives and increasing consumer awareness. Asia-Pacific, particularly China, leads the global Portfolio Management market, with robust domestic demand, supportive policies, and a strong manufacturing base.

Key Features:

The report presents comprehensive understanding of the Portfolio Management market. It provides a holistic view of the industry, as well as detailed insights into individual components and stakeholders. The report analysis market dynamics, trends, challenges, and opportunities within the Portfolio Management industry.

The report involves analyzing the market at a macro level:

Market Sizing and Segmentation: Report collect data on the overall market size, including the revenue generated, and market share of different by Type (e.g., Fee, Commission).

Industry Analysis: Report analyse the broader industry trends, such as government policies and regulations, technological advancements, consumer preferences, and market dynamics. This analysis helps in understanding the key drivers and challenges influencing the Portfolio Management market.

Regional Analysis: The report involves examining the Portfolio Management market at a regional or national level. Report analyses regional factors such as government incentives, infrastructure development, economic conditions, and consumer behaviour to identify variations and opportunities within different markets.

Market Projections: Report covers the gathered data and analysis to make future projections and forecasts for the Portfolio Management market. This may include estimating market growth rates, predicting market demand, and identifying emerging trends.

The report also involves a more granular approach to Portfolio Management:

Company Analysis: Report covers individual Portfolio Management players, suppliers, and other relevant industry players. This analysis includes studying their financial performance, market positioning, product portfolios, partnerships, and strategies.

Consumer Analysis: Report covers data on consumer behaviour, preferences, and attitudes towards Portfolio Management This may involve surveys, interviews, and analysis of consumer reviews and feedback from different by Application (Banks, Non-Banking Financial Institutions).

Technology Analysis: Report covers specific technologies relevant to Portfolio Management. It assesses the current state, advancements, and potential future developments in Portfolio Management areas.

Competitive Landscape: By analyzing individual companies, suppliers, and consumers, the report present insights into the competitive landscape of the Portfolio Management market. This analysis helps understand market share, competitive advantages, and potential areas for differentiation among industry players.

Market Validation: The report involves validating findings and projections through primary research, such as surveys, interviews, and focus groups.

Market Segmentation

Portfolio Management market is split by Type and by Application. For the period 2019-2030, the growth among segments provides accurate calculations and forecasts for consumption value by Type, and by Application in terms of value.

Market segment by Type
  • Fee
  • Commission
Market segment by Application
  • Banks
  • Non-Banking Financial Institutions
  • Others
Market segment by players, this report covers
  • Vanguard
  • Pacific Investment Management
  • BlackRock
  • J.P. Morgan Asset Management
  • State Street Global Advisors
Market segment by regions, regional analysis covers
  • North America (United States, Canada, and Mexico)
  • Europe (Germany, France, UK, Russia, Italy, and Rest of Europe)
  • Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Australia and Rest of Asia-Pacific)
  • South America (Brazil, Argentina and Rest of South America)
  • Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
The content of the study subjects, includes a total of 13 chapters:

Chapter 1, to describe Portfolio Management product scope, market overview, market estimation caveats and base year.

Chapter 2, to profile the top players of Portfolio Management, with revenue, gross margin and global market share of Portfolio Management from 2019 to 2024.

Chapter 3, the Portfolio Management competitive situation, revenue and global market share of top players are analyzed emphatically by landscape contrast.

Chapter 4 and 5, to segment the market size by Type and application, with consumption value and growth rate by Type, application, from 2019 to 2030.

Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2019 to 2024.and Portfolio Management market forecast, by regions, type and application, with consumption value, from 2025 to 2030.

Chapter 11, market dynamics, drivers, restraints, trends and Porters Five Forces analysis.

Chapter 12, the key raw materials and key suppliers, and industry chain of Portfolio Management.

Chapter 13, to describe Portfolio Management research findings and conclusion.
1 MARKET OVERVIEW

1.1 Product Overview and Scope of Portfolio Management
1.2 Market Estimation Caveats and Base Year
1.3 Classification of Portfolio Management by Type
  1.3.1 Overview: Global Portfolio Management Market Size by Type: 2019 Versus 2023 Versus 2030
  1.3.2 Global Portfolio Management Consumption Value Market Share by Type in 2023
  1.3.3 Fee
  1.3.4 Commission
1.4 Global Portfolio Management Market by Application
  1.4.1 Overview: Global Portfolio Management Market Size by Application: 2019 Versus 2023 Versus 2030
  1.4.2 Banks
  1.4.3 Non-Banking Financial Institutions
  1.4.4 Others
1.5 Global Portfolio Management Market Size & Forecast
1.6 Global Portfolio Management Market Size and Forecast by Region
  1.6.1 Global Portfolio Management Market Size by Region: 2019 VS 2023 VS 2030
  1.6.2 Global Portfolio Management Market Size by Region, (2019-2030)
  1.6.3 North America Portfolio Management Market Size and Prospect (2019-2030)
  1.6.4 Europe Portfolio Management Market Size and Prospect (2019-2030)
  1.6.5 Asia-Pacific Portfolio Management Market Size and Prospect (2019-2030)
  1.6.6 South America Portfolio Management Market Size and Prospect (2019-2030)
  1.6.7 Middle East and Africa Portfolio Management Market Size and Prospect (2019-2030)

2 COMPANY PROFILES

2.1 Vanguard
  2.1.1 Vanguard Details
  2.1.2 Vanguard Major Business
  2.1.3 Vanguard Portfolio Management Product and Solutions
  2.1.4 Vanguard Portfolio Management Revenue, Gross Margin and Market Share (2019-2024)
  2.1.5 Vanguard Recent Developments and Future Plans
2.2 Pacific Investment Management
  2.2.1 Pacific Investment Management Details
  2.2.2 Pacific Investment Management Major Business
  2.2.3 Pacific Investment Management Portfolio Management Product and Solutions
  2.2.4 Pacific Investment Management Portfolio Management Revenue, Gross Margin and Market Share (2019-2024)
  2.2.5 Pacific Investment Management Recent Developments and Future Plans
2.3 BlackRock
  2.3.1 BlackRock Details
  2.3.2 BlackRock Major Business
  2.3.3 BlackRock Portfolio Management Product and Solutions
  2.3.4 BlackRock Portfolio Management Revenue, Gross Margin and Market Share (2019-2024)
  2.3.5 BlackRock Recent Developments and Future Plans
2.4 J.P. Morgan Asset Management
  2.4.1 J.P. Morgan Asset Management Details
  2.4.2 J.P. Morgan Asset Management Major Business
  2.4.3 J.P. Morgan Asset Management Portfolio Management Product and Solutions
  2.4.4 J.P. Morgan Asset Management Portfolio Management Revenue, Gross Margin and Market Share (2019-2024)
  2.4.5 J.P. Morgan Asset Management Recent Developments and Future Plans
2.5 State Street Global Advisors
  2.5.1 State Street Global Advisors Details
  2.5.2 State Street Global Advisors Major Business
  2.5.3 State Street Global Advisors Portfolio Management Product and Solutions
  2.5.4 State Street Global Advisors Portfolio Management Revenue, Gross Margin and Market Share (2019-2024)
  2.5.5 State Street Global Advisors Recent Developments and Future Plans

3 MARKET COMPETITION, BY PLAYERS

3.1 Global Portfolio Management Revenue and Share by Players (2019-2024)
3.2 Market Share Analysis (2023)
  3.2.1 Market Share of Portfolio Management by Company Revenue
  3.2.2 Top 3 Portfolio Management Players Market Share in 2023
  3.2.3 Top 6 Portfolio Management Players Market Share in 2023
3.3 Portfolio Management Market: Overall Company Footprint Analysis
  3.3.1 Portfolio Management Market: Region Footprint
  3.3.2 Portfolio Management Market: Company Product Type Footprint
  3.3.3 Portfolio Management Market: Company Product Application Footprint
3.4 New Market Entrants and Barriers to Market Entry
3.5 Mergers, Acquisition, Agreements, and Collaborations

4 MARKET SIZE SEGMENT BY TYPE

4.1 Global Portfolio Management Consumption Value and Market Share by Type (2019-2024)
4.2 Global Portfolio Management Market Forecast by Type (2025-2030)

5 MARKET SIZE SEGMENT BY APPLICATION

5.1 Global Portfolio Management Consumption Value Market Share by Application (2019-2024)
5.2 Global Portfolio Management Market Forecast by Application (2025-2030)

6 NORTH AMERICA

6.1 North America Portfolio Management Consumption Value by Type (2019-2030)
6.2 North America Portfolio Management Consumption Value by Application (2019-2030)
6.3 North America Portfolio Management Market Size by Country
  6.3.1 North America Portfolio Management Consumption Value by Country (2019-2030)
  6.3.2 United States Portfolio Management Market Size and Forecast (2019-2030)
  6.3.3 Canada Portfolio Management Market Size and Forecast (2019-2030)
  6.3.4 Mexico Portfolio Management Market Size and Forecast (2019-2030)

7 EUROPE

7.1 Europe Portfolio Management Consumption Value by Type (2019-2030)
7.2 Europe Portfolio Management Consumption Value by Application (2019-2030)
7.3 Europe Portfolio Management Market Size by Country
  7.3.1 Europe Portfolio Management Consumption Value by Country (2019-2030)
  7.3.2 Germany Portfolio Management Market Size and Forecast (2019-2030)
  7.3.3 France Portfolio Management Market Size and Forecast (2019-2030)
  7.3.4 United Kingdom Portfolio Management Market Size and Forecast (2019-2030)
  7.3.5 Russia Portfolio Management Market Size and Forecast (2019-2030)
  7.3.6 Italy Portfolio Management Market Size and Forecast (2019-2030)

8 ASIA-PACIFIC

8.1 Asia-Pacific Portfolio Management Consumption Value by Type (2019-2030)
8.2 Asia-Pacific Portfolio Management Consumption Value by Application (2019-2030)
8.3 Asia-Pacific Portfolio Management Market Size by Region
  8.3.1 Asia-Pacific Portfolio Management Consumption Value by Region (2019-2030)
  8.3.2 China Portfolio Management Market Size and Forecast (2019-2030)
  8.3.3 Japan Portfolio Management Market Size and Forecast (2019-2030)
  8.3.4 South Korea Portfolio Management Market Size and Forecast (2019-2030)
  8.3.5 India Portfolio Management Market Size and Forecast (2019-2030)
  8.3.6 Southeast Asia Portfolio Management Market Size and Forecast (2019-2030)
  8.3.7 Australia Portfolio Management Market Size and Forecast (2019-2030)

9 SOUTH AMERICA

9.1 South America Portfolio Management Consumption Value by Type (2019-2030)
9.2 South America Portfolio Management Consumption Value by Application (2019-2030)
9.3 South America Portfolio Management Market Size by Country
  9.3.1 South America Portfolio Management Consumption Value by Country (2019-2030)
  9.3.2 Brazil Portfolio Management Market Size and Forecast (2019-2030)
  9.3.3 Argentina Portfolio Management Market Size and Forecast (2019-2030)

10 MIDDLE EAST & AFRICA

10.1 Middle East & Africa Portfolio Management Consumption Value by Type (2019-2030)
10.2 Middle East & Africa Portfolio Management Consumption Value by Application (2019-2030)
10.3 Middle East & Africa Portfolio Management Market Size by Country
  10.3.1 Middle East & Africa Portfolio Management Consumption Value by Country (2019-2030)
  10.3.2 Turkey Portfolio Management Market Size and Forecast (2019-2030)
  10.3.3 Saudi Arabia Portfolio Management Market Size and Forecast (2019-2030)
  10.3.4 UAE Portfolio Management Market Size and Forecast (2019-2030)

11 MARKET DYNAMICS

11.1 Portfolio Management Market Drivers
11.2 Portfolio Management Market Restraints
11.3 Portfolio Management Trends Analysis
11.4 Porters Five Forces Analysis
  11.4.1 Threat of New Entrants
  11.4.2 Bargaining Power of Suppliers
  11.4.3 Bargaining Power of Buyers
  11.4.4 Threat of Substitutes
  11.4.5 Competitive Rivalry

12 INDUSTRY CHAIN ANALYSIS

12.1 Portfolio Management Industry Chain
12.2 Portfolio Management Upstream Analysis
12.3 Portfolio Management Midstream Analysis
12.4 Portfolio Management Downstream Analysis

13 RESEARCH FINDINGS AND CONCLUSION

14 APPENDIX

14.1 Methodology
14.2 Research Process and Data Source
14.3 Disclaimer


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