Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $40 Trillion
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
Key Questions Answered
- 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.
Unique Analysis of the Following Major Trends in the Investment & Asset Management Industry
- Major Trends Affecting the Investment & Asset Management Industry
- Investment & Asset Management 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 $40.0 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) Powers Investment Strategies
- Cryptocurrencies and Blockchain Explained
- Investment Product Facts
In-Depth Tables for the Following Investment & Asset Management Industry Statistics
- Investment & Securities Industry Statistics and Market Size Overview
- Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q2 2024
- Estimated Ownership of U.S. Treasury Securities: 2015-2023
- Public Debt Securities Held by Private Investors, U.S.: 1985 - September 2024
- Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2024
- Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2024
- Employment in the Investment & Securities Industry, U.S.: 2018 - October 2024
- Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2019-2024
Table of Contents
Chapter 1: Major Trends in the Investment & Asset Management Industry
Chapter 2: Investment & Asset Management Industry Statistics
Chapter 3: Important Investment & Asset Management Industry Contacts
Chapter 4: THE INVESTMENT 400
Additional Indexes
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 International Group Inc (AIG)
- Ameriprise Financial Inc
- AMP Limited
- Amundi SA
- Annaly Capital Management Inc
- Apollo Global Management Inc
- Ares Capital 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 Inc
- Brookfield Business Partners LP
- Brookfield Oaktree Holdings LLC
- CAN Financial Corporation
- 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
- CNFinance Holdings Limited
- CNO Financial Group Inc
- CNPC Capital Co Ltd
- COL Financial Group Inc
- Commerzbank AG
- Commonwealth Bank of Australia
- Compass Diversified Holdings
- Corebridge Financial Inc
- Credit Agricole SA
- Credit Saison Co Ltd
- CSC Financial Co Ltd
- CVC Capital Partners plc
- 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
- 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 Inc
- Legend Holdings Corporation
- Lincoln National Corporation
- 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
- 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
- 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
- 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
- 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.
- 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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