Asset Management Report Summary

SIC Codes: 6091 6099 6159 6282 6371
NAICS Codes: 523110 523920 523930 523991 523999 525110

Chapters Include

  • Industry Overview
  • Quarterly Industry Update
  • Business Challenges
  • Trends and Opportunities
  • Call Preparation Questions
  • Financial Information
  • Industry Forecast
  • Website and Media Links
  • Glossary of Acronyms

Asset Management Industry Overview

Excerpt from Asset Management Report

Companies in this industry manage the financial assets of corporate, institutional, and individual clients. Major companies include BlackRock, Fidelity Investments, State Street Corporation, and Vanguard (all based in the US), as well as Allianz Group (Germany), Amundi (France), and UBS Group (Switzerland). In addition, most major banks have asset management divisions.

Competitive Landscape

Demand is driven by demographic and market trends such as the growing population of retirees and the accumulation of wealth and investable assets, as well as returns on investments. The profitability of individual companies depends on the volume and performance of the assets they manage. Large companies have advantages in providing expertise in a wide range of investment options. Small companies can compete by focusing on a single product or type of client. The US industry is concentrated: the 50 largest firms account for about 50% of revenue.

Products, Operations & Technology

Major services include portfolio management and investment advice. Firms use diverse business models and manage a variety of assets, including mutual funds, exchange traded funds (ETFs), pension funds, hedge funds and venture capital funds.

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