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Investment & Securities Industry Almanac 2024: Market Research, Statistics, Trends and Leading Companies

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    Book

  • 586 Pages
  • January 2024
  • Plunkett Research Ltd
  • ID: 5515373

Key Findings:

A complete market research report, including forecasts and market estimates, technologies analysis and developments at innovative firms within the Investment & Securities Industry.  Gain vital insights that can help shape strategy for business development, product development and investments.

Key Features:

  • Business trends analysis
  • In-depth industry overview
  • Technology trends analysis
  • Forecasts
  • Spending, investment, and consumption discussions
  • In-depth industry statistics and metrics
  • Industry employment numbers

Additional Key Features Include:

  • Industry Glossary
  • Industry Contacts list, including Professional Societies and Industry Associations
  • Profiles of industry-leading companies
  • U.S. and Global Firms
  • Publicly held, Private and Subsidiaries
  • Executive Contacts
  • Revenues
  • For Public Companies: Detailed Financial Summaries

Statistical Tables Provided: 8

Companies Profiled: 400

Geographic Focus: Global

Key Questions Answered Include:

  • How is the industry evolving?
  • How is the industry being shaped by new technologies?
  • How is demand growing in emerging markets and mature economies?
  • What is the size of the market now and in the future?
  • What are the financial results of the leading companies?
  • What are the names and titles of top executives?
  • What are the top companies and what are their revenues?

This feature-rich report covers competitive intelligence, market research and business analysis - everything you need to know about the Investment & Securities Industry.

This Research Provides Unique Analysis of the Following Major Trends in the Investment & Securities Industry

  1. Investment & Securities Industry Overview
  2. Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
  3. Non-Banking Alternatives Grow in Lending and Crowdfunding
  4. Investment Market Evolves in China
  5. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $36.7 Trillion
  6. Employers Make 401(k) Enrollment Automatic
  7. Investment Firms and Banks Compete for Clients in High-Net-Worth Households
  8. ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change
  9. Online Brokers Also Provide Storefront Locations/Trades Are Free
  10. Hedge Funds Play a Major Role in Financial Markets Including Derivatives, Lending and Insurance/Quantitative Analysis Widely Adopted
  11. Private Equity Funds and Venture Capital Funds Attract Major Investors
  12. Annuity Account Managers Create New Product Strategies
  13. Stock Exchanges Evolve/High-Speed Technologies Force Massive Changes
  14. Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Robo Advisors
  15. Artificial Intelligence (AI) Power Investment Strategies
  16. Cryptocurrencies and Blockchain Explained
  17. Investment Product Facts

This Research Provides In-Depth Tables for the Following Investment & Securities Industry Statistics

  1. Investment & Securities Industry Statistics and Market Size Overview
  2. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q2 2023
  3. Estimated Ownership of U.S. Treasury Securities: 2015-2023
  4. Public Debt Securities Held by Private Investors, U.S.: 1985-June 2023
  5. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2023
  6. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2023
  7. Employment in the Investment & Securities Industry, U.S.: 2017- September 2023
  8. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2018-2023

Table of Contents

Chapter 1: Major Trends in the Investment & Securities Industry
  • Investment & Securities Industry Overview
  • Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
  • Non-Banking Alternatives Grow in Lending and Crowdfunding
  • Investment Market Evolves in China
  • Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $36.7 Trillion
  • Employers Make 401(k) Enrollment Automatic
  • Investment Firms and Banks Compete for Clients in High-Net-Worth Households
  • ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change
  • Online Brokers Also Provide Storefront Locations/Trades Are Free
  • Hedge Funds Play a Major Role in Financial Markets Including Derivatives, Lending and Insurance/Quantitative Analysis Widely Adopted
  • Private Equity Funds and Venture Capital Funds Attract Major Investors
  • Annuity Account Managers Create New Product Strategies
  • Stock Exchanges Evolve/High-Speed Technologies Force Massive Changes
  • Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Robo Advisors
  • Artificial Intelligence (AI) Power Investment Strategies
  • Cryptocurrencies and Blockchain Explained
  • Investment Product Facts
Chapter 2: Investment & Securities Industry Statistics
  • Investment & Securities Industry Statistics and Market Size Overview
  • Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q2 2023
  • Estimated Ownership of U.S. Treasury Securities: 2015-2023
  • Public Debt Securities Held by Private Investors, U.S.: 1985-June 2023
  • Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2023
  • Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2023
  • Employment in the Investment & Securities Industry, U.S.: 2017- September 2023
  • Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2018-2023
Chapter 3: Important Investment & Securities Industry Contacts
  • Addresses, Phone Numbers and Internet Sites
Chapter 4: The Investment 400:
  • Who They Are and How They Were Chosen
  • Index of Companies Within Industry Groups
  • Alphabetical Index
  • Index of Headquarters Location by U.S. State
  • Index of Non-U.S. Headquarters Location by Country
  • Individual Data Profiles on Each of The Investment 400
  • Additional Indexes
  • Index of Hot Spots for Advancement for Women/Minorities
  • Index by Subsidiaries, Brand Names and Selected Affiliations
  • A Short Investment & Securities Industry Glossary

Companies Mentioned

  • 3i Group plc
  • Abrdn plc
  • Aditya Birla Capital Ltd
  • Affiliated Managers Group Inc
  • AGF Management Limited
  • AGNC Investment Corp
  • Aimia Inc
  • AllianceBernstein Holding LP
  • Allianz SE
  • Allstate Corporation (The)
  • Ambac Financial Group Inc
  • American Equity Investment Life Holding Company
  • American International Group Inc (AIG)
  • Ameriprise Financial Inc
  • AMP Limited
  • Amundi SA
  • Annaly Capital Management Inc
  • Apollo Global Management Inc
  • Ares Capital Corporation
  • Arlington Asset Investment Corporation
  • Artisan Partners Asset Management Inc
  • Assicurazioni Generali SpA
  • Assured Guaranty Ltd
  • ASX Limited
  • AVIC Industry and Finance Holdings Co Ltd
  • Aviva plc
  • AXA SA
  • B Riley Financial Inc
  • Bain Capital Specialty Finance Inc
  • Banco BTG Pactual SA
  • Banco Santander SA
  • Bank of America Corporation
  • Bank of Ireland Group PLC
  • Bank of Montreal
  • Bank of New York Mellon Corporation
  • Bank of Nova Scotia (Scotiabank)
  • Barclays PLC
  • Berkshire Hathaway Inc (Holding Co)
  • BGC Group Inc
  • BlackRock Inc
  • BlackRock Science and Technology Trust II
  • Blackstone Inc
  • BNP Paribas SA
  • BOC Hong Kong (Holdings) Limited
  • Brasil Bolsa and Balcao SA (B3)
  • Brighthouse Financial Inc
  • BrightSphere Investment Group plc
  • Brookfield Business Partners LP
  • Canadian Imperial Bank of Commerce (CIBC)
  • Carlyle Group Inc (The)
  • CBOE Global Markets Inc
  • Challenger Limited
  • Changjiang Securities Co Ltd
  • Charles Schwab Corporation (The)
  • China Huarong Asset Management Co Ltd
  • China International Capital Corporation Limited
  • China Merchants Securities Co Ltd
  • CI Financial Corp
  • CITIC Securities Co Ltd
  • Citigroup Inc
  • Citizens Financial Group Inc
  • CNA Financial Corporation
  • CNFinance Holdings Limited
  • CNO Financial Group Inc
  • CNPC Capital Company Limited
  • COL Financial Group Inc
  • Commerzbank AG
  • Commonwealth Bank of Australia
  • Compass Diversified Holdings
  • Credit Agricole SA
  • Credit Saison Co Ltd
  • CSC Financial Co Ltd
  • Dai-ichi Life Holdings Inc
  • Daishin Securities Co Ltd
  • Daiwa Securities Group Inc
  • Danske Bank A/S
  • Deutsche Bank AG
  • Deutsche Boerse AG
  • Diamond Hill Investment Group Inc
  • Donnelley Financial Solutions Inc
  • DWS Group GmbH & Co KgaA
  • East Money Information Co Ltd
  • Envestnet Inc
  • Equitable Holdings Inc
  • Eurazeo SE
  • Euronext NV
  • Everbright Securities Company Limited
  • Evercore Inc
  • EXOR NV
  • FactSet Research Systems Inc
  • Federated Hermes Inc
  • Fifth Third Bancorp
  • Filinvest Development Corporation
  • Fiserv Inc
  • Forge Global Holdings Inc
  • Founder Securities Co Ltd
  • Franklin Resources Inc (Franklin Templeton)
  • FS KKR Capital Corp
  • Futu Holdings Limited
  • GAMCO Investors Inc
  • Genworth Financial Inc
  • GF Securities Co Ltd
  • Global Arena Holding Inc
  • Goldman Sachs Group Inc (The)
  • Great Elm Group Inc
  • Greenhill & Co Inc
  • Grupo Supervielle SA
  • Guoco Group Limited
  • Guosen Securities Co Ltd
  • Guotai Junan Securities Co Ltd
  • Haitong Securities Co Ltd
  • Hanwha Investment & Securities Co Ltd
  • Hartford Financial Services Group Inc (The)
  • HDFC Bank Limited
  • Hong Kong Exchanges & Clearing Limited
  • Houlihan Lokey Inc
  • House of Investments Inc
  • HSBC Holdings Plc
  • Huatai Securities Co Ltd
  • IGM Financial Inc
  • Industrial Securities Co Ltd
  • ING Group (ING Groep NV)
  • Interactive Brokers Group Inc
  • InterContinental Exchange Inc (ICE)
  • Invesco Ltd
  • Invesco Mortgage Capital Inc
  • Investec Limited
  • Janus Henderson Group plc
  • Japan Exchange Group Inc
  • Japan Securities Finance Co Ltd
  • Jefferies Financial Group Inc
  • Jiayin Group Inc
  • Jolliville Holdings Corporation
  • JPMorgan Chase & Co Inc
  • KBC Group NV
  • KeyCorp
  • KKR & Co Inc
  • Korea Investment Holdings Co Ltd
  • Kyobo Securities Co Ltd
  • Kyushu Financial Group Inc
  • Lazard Ltd
  • Legend Holdings Corporation
  • Lincoln National Corporation
  • Link Administration Holdings Limited
  • Lloyds Banking Group plc
  • London Stock Exchange Group plc (LSE)
  • LPL Financial Holdings Inc
  • Lufax Holding Ltd
  • Macquarie Group Limited
  • Magellan Financial Group
  • Man Group PLC
  • MarketAxess Holdings Inc
  • Marubeni Corporation
  • MBIA Inc
  • Mercantil Servicios Financieros CA
  • Meritz Financial Group Inc
  • MetLife Inc
  • MFA Financial Inc
  • Mizuho Financial Group Inc
  • Moelis & Company
  • Momentum Metropolitan Holdings Limited
  • Moody's Corporation
  • Morgan Stanley
  • Morningstar Inc
  • Moscow Exchange
  • MS&AD Insurance Group Holdings Inc
  • Nasdaq Inc
  • National Australia Bank Ltd
  • NatWest Group plc
  • NH Investment & Securities Co Ltd
  • Noah Holdings Limited
  • Nomura Holdings Inc
  • Oaktree Capital Group LLC
  • Oceanwide Holdings Co Ltd
  • Old Mutual Limited
  • Onex Corporation
  • Oppenheimer Holdings Inc
  • Orient Corporation
  • Orient Securities Company Limited
  • Perella Weinberg Partners LP
  • Perpetual Limited
  • Philippine Stock Exchange Inc
  • Piper Sandler Companies
  • PNC Financial Services Group Inc
  • Power Corporation of Canada
  • Principal Financial Group Inc
  • Prudential Financial Inc
  • Prudential Public Limited Company
  • Quinenco SA
  • Radian Group Inc
  • Raymond James Financial Inc
  • Redwood Trust Inc
  • Regions Financial Corporation
  • Reliance Capital Limited
  • Remgro Limited
  • Robinhood Markets Inc
  • Rothschild & Co SCA
  • Royal Bank of Canada (RBC)
  • S&P Global Inc
  • Safeguard Scientifics Inc
  • Safehold Inc
  • Sanlam Limited
  • SBI Holdings Inc
  • Schroders plc
  • SDIC Capital Co Ltd
  • SEI Investments Company
  • Shenwan Hongyuan Group Co Ltd
  • Shenzhen Stock Exchange (SZSE)
  • Siebert Financial Corp
  • Societe Generale Group
  • SoftBank Group Corp
  • SS&C Technologies Holdings Inc
  • Starwood Property Trust Inc
  • State Bank of India
  • State Street Corporation
  • Stifel Financial Corp
  • StoneX Group Inc
  • Storebrand ASA
  • Sumitomo Mitsui Financial Group Inc (SMFG)
  • T Rowe Price Group Inc
  • Thomson Reuters Corporation
  • TMX Group Limited
  • Toronto-Dominion Bank (TD Bank)
  • TP ICAP Group plc
  • TPG Inc
  • Tradeweb Markets Inc
  • Travelers Companies Inc (The)
  • Truist Financial Corporation
  • Two Harbors Investment Corporation
  • UniCredit SpA (UniCredit Group)
  • UP Fintech Holding Limited
  • US Bancorp (US Bank)
  • Value Line Inc
  • Virtu Financial Inc
  • Virtus Investment Partners Inc
  • Voya Financial Inc
  • Warsaw Stock Exchange
  • Webster Financial Corporation
  • Weidai Ltd
  • Wells Fargo & Company
  • Wendel SA
  • Western Asset Mortgage Capital Corp
  • WisdomTree Inc
  • Xiamen ITG Group Co Ltd
  • Zurich Insurance Group AG

Methodology

The data development evolved from research methods originally established by the founder of the company.

 

Through the years, a research methodology evolved based on strict guidelines used to build and maintain the content of six proprietary business and industry databases:

  • An industry trends database
  • An industry statistics database
  • Industry Analytics (deep financial data for hundreds of Industry codes)
  • A leading companies database
  • A business and industry glossary database
  • An industry associations and professional societies database
  • Analysts are trained to follow research formulas and methodology. They use company-approved sources in their work and post their findings daily to proprietary databases. All research results go through multi-step editing processes. And, all results are date-stamped.
Primary sources include:
  • Internal research, analysis, fact-checking and data gathering by the Research staff.
  • Over 3,500 industry associations, professional societies and government agencies worldwide with which the publisher maintains relationships and/or from which they obtain industry-specific/country-specific data.
  • Financial analysts, industry executives and industry experts with whom the publisher maintains communications.
  • Corporate disclosure documents and financial statements.
  • Industry conference proceedings.
  • Analysis of white papers, reports, periodicals and publications.
  • Multiple proprietaries, government, industry and financial databases developed by the publisher.

 

 

 

 

 

 

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