Mutual Fund Management Report Summary

SIC Codes: 6282
NAICS Codes: 523920

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

Mutual Fund Management Industry Overview

Excerpt from Mutual Fund Management Report

Companies in this industry manage mutual funds and other portfolio assets of others on a fee or commission basis. Major companies include Fidelity Investments, Franklin Templeton Investments, T Rowe Price, and Vanguard (all based in the US), as well as Investec (South Africa), Old Mutual (UK), and Schroders (UK).

Competitive Landscape

Demand is affected by the global economic conditions, evolving investment preferences, and demographic trends. The profitability of individual companies depends on investment expertise and effective marketing. Large companies have economies of scale in operations and marketing. Small companies can compete effectively by specializing in desirable sectors and by producing higher investment returns. The US mutual fund industry is concentrated: the 10 largest firms manage 60% of total assets, according to the Investment Company Institute.

Products, Operations & Technology

Major services include the initial formation of a mutual fund, sales and redemption of shares, investment advisory services, and day-to-day management.

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