Portfolio Management in the US
Despite recent volatility in global capital markets and an investor push toward passively managed funds, the performance of the Portfolio Management industry is expected to improve strongly over the five years to 2016. Industry operators generate revenue from fees, which are largely calculated as a specific share of total assets under management (AUM). By 2012, industry revenue passed prerecessionary levels. Industry revenue is forecast to grow over the five years to 2021. Improving market conditions after poor global equity returns in 2016 will push up stock returns and bond yields, causing AUM to grow over the five-year period. Demographic trends are also expected to boost demand for industry services.
The industry comprises firms that actively manage assets for clients. Portfolio managers have the authority to make investment decisions and generate revenue through fees that are based on service and portfolio performance. Industry operators manage assets for investment vehicles such as mutual funds, hedge funds and variable insurance products.
This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.
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