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Plunkett's Investment & Asset Management Industry Almanac 2026: Investment & Asset Management Industry Market Research, Statistics, Trends and Leading Companies

Publisher Plunkett Research, Ltd.
Published Jan 27, 2026
Length 605 Pages
SKU # PLK20827839

Description

PLUNKETT’S INVESTMENT & ASSET MANAGEMENT INDUSTRY ALMANAC 2026

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
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.

Plunkett Research Provides Unique Analysis of the Following Major Trends in the Investment & Asset Management Industry

1. Major Trends Affecting the Investment & Asset Management Industry
2. Investment & Asset Management Industry Overview
3. Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
4. Non-Banking Alternatives Grow in Lending and Private Credit
5. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $45.8 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 Close 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. Private Equity and Private Credit Investments Become Available to Individuals and Retirement Accounts
13. Individual Investors Impact Markets
14. Annuity Account Managers Create New Product Strategies
15. Stock Exchanges Evolve/High Speed Technologies Force Massive Changes/Texas Stock Exchange (TXSE) Set to Launch
16. Financial Technology (FinTech) and AI Enable Online Payments, Lending, Insurance and Robo Advisors
17. Artificial Intelligence (AI) Powers Hedge Fund Investment Strategies
18. Cryptocurrencies and Blockchain Explained
19. Investment Product Facts

Plunkett Research Provides In-Depth Tables for the Following Investment & Asset Management Industry Statistics

1. Investment & Securities Industry Statistics and Market Size Overview
2. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2025
3. Estimated Ownership of U.S. Treasury Securities: 2016-2024
4. Public Debt Securities Held by Private Investors, U.S.: 1985 - June 2025
5. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2025
6. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2025
7. Employment in the Investment & Securities Industry, U.S.: 2019 - October 2025
8. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2020-2025"

Table of Contents

605 Pages
Introduction
How to Use This Book
Chapter 1: Major Trends in the Investment & Asset Management Industry
1) Major Trends Affecting the Investment & Asset Management Industry
2) Investment & Asset Management Industry Overview
3) Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
4) Non-Banking Alternatives Grow in Lending and Private Credit
5) Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $45.8 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 Close 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) Private Equity and Private Credit Investments Become Available to Individuals and Retirement Accounts
13) Individual Investors Impact Markets
14) Annuity Account Managers Create New Product Strategies
15) Stock Exchanges Evolve/High Speed Technologies Force Massive Changes/Texas Stock Exchange (TXSE) Set to Launch
16) Financial Technology (FinTech) and AI Enable Online Payments, Lending, Insurance and Robo Advisors
17) Artificial Intelligence (AI) Powers Hedge Fund Investment Strategies
18) Cryptocurrencies and Blockchain Explained
19) Investment Product Facts
Chapter 2: Investment & Asset Management Industry Statistics
Investment & Securities Industry Statistics and Market Size Overview
Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2025
Estimated Ownership of U.S. Treasury Securities: 2016-2024
Public Debt Securities Held by Private Investors, U.S.: 1985 - June 2025
Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2025
Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2025
Employment in the Investment & Securities Industry, U.S.: 2019 - October 2025
Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2020-2025
Chapter 3: Important Investment & Asset Management Industry Contacts
(Addresses, Phone Numbers and Internet Sites)
Chapter 4: THE INVESTMENT 450:
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 450
Additional Indexes
Index of Hot Spots for Advancement for Women/Minorities
Index by Subsidiaries, Brand Names and Selected Affiliations
A Short Investment & Asset Management Industry Glossary

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