0
Upcoming Allied Market Research
2023
Equity Portfolio Management And Advisory Services Market

Equity Portfolio Management and Advisory Services Market

Size, Share, Competitive Landscape and Trend Analysis Report by Type (Equity investment, Portfolio management, Investment advisory), by Application (Transaction services, Crisis and recovery, Risk Management) and by End User (Financial institutions, Retail investors): Global Opportunity Analysis and Industry Forecast, 2023-2032

Report Code: A06930
Pages: NA
Tables: NA
Charts: NA
  • Formats*:

  • pdf

    Single User License, Five User
    License & Enterprise User License

  • xls

    Data Pack Excel License

  • ppt

    It comes with the additional cost
    of $2500.00 contact sales.

 

Over the past few years, the demand for equity portfolio management and advisory services has experienced substantial growth and is expected to expand, owing to increase in disposable income and awareness toward investment awareness. An equity portfolio comprises a collection of stock market investments. Equity management is a service that allows individuals to consult experts before investing or making changes to their portfolios. As these professionals in equity advisory management have experience in equity investment areas, they offer advices to specific situation of a person’s portfolio. Their personalized advice is considered fit for client's own risk profile. As a result, equity portfolio advisors can actively track the market environment and review value of company's information.

COIVD-19 Scenario analysis:

  • COVID-19 has affected market volatility and triggered significant fluctuations in stock asset values.
  • Globally, the stock market has collapsed by 25% as of March 2020. The impact on equity markets led managers to re-consider positions in investment portfolios.
  • Owing to extreme COVID 19 effect, assets under management (AUM) are expected to fall by 20 to 30%.
  • Moreover, COVID-19 has also triggered regulations for changes in fees, commissions, advice, risk assessment, margin exposures, investment strategies, and portfolio valuations.
  • This impact has resulted in loss of client's confidence on portfolio managers COVID-19 left portfolio managers with challenges in enhancing and restoring consumer trust in their investment portfolios.

Top impacting factors: Market Scenario Analysis, Trends, Drivers, and Impact Analysis:

The major drivers of equity portfolio management and advisory services market include increase in interest on investments, growth in disposable capital, and shifting investment trend from financial assets to physical assets.  In addition, higher market volatility, and lack of market expertise among retail investors also drive the market growth. However, several factors, such as liquidity risks and higher equity risks relative to other funds are expected to hinder the market growth. Furthermore, untapped market in developing economies is expected to create lucrative opportunities for the market during the forecasted period. 

The global equity portfolio management and advisory trends are as follows:

New advancements in the equity portfolio and advisory services market:

Technology has been continuously transforming these portfolio advisory services in recent years.  Innovations from FinTech such as robot advisors are widely adopted in portfolio advisory environments. Similarly, many advisory firms are now offering services through online platforms. For instance, in May 2020, WealthBar, online advisory service platform started offering advices through automated software. The risk taking capabilities of clients is calculated by questionnaire feedbacks through automated software. Several major players such as Charles Schwab Corporation and BIMB Investments have already adopted such technology in recent years. 

Surge in asset allocations into equity stocks: 

Globally, the need for portfolio management and advisory services has expanded exponentially in last few years. Since 2009, the equity assets under active portfolio management increased from $2.4 trillion to $3.5 trillion. In addition, equity portfolio management also experienced growth in Europe, as of 2017 assets allocation in equity segment accounts for 42% share. Similarly, in developing countries such as India, assets under management in discretionary equity portfolios increased by 41% .Such surge in asset allocations in developed as well as developing economies drive the adoption of equity portfolio management & advisory services in the industry.

Key benefits of the report:

  • This study presents analytical depiction of the global equity portfolio management and advisory services market along with the current trends and future estimations to determine the imminent investment pockets.
  • The report presents information related to key drivers, restraints, and opportunities along with detailed analysis of the market share. 
  • The current market is quantitatively analyzedb to highlight the market growth scenario.     
  • Porter’s five forces analysis illustrates the potency of buyers & suppliers in the market. 
  • The report provides a detailed market analysis based on the present and future competitive intensity of the market.

Questions answered in the global equity portfolio management and advisory services market research report:

  • Who are the leading market players active in the global equity portfolio management and advisory services market?
  • What would be the detailed impact of COVID-19 on the global equity portfolio management and advisory services market?
  • What current trends would influence the market in the next few years?
  • What are the driving factors, restraints, and opportunities in the global equity portfolio management and advisory services market?
  • What are the projections for the future that would help in taking further strategic steps?

Equity Portfolio Management and Advisory Services Market Report Highlights

Aspects Details
By Type
  • Equity investment
  • Portfolio management
  • Investment advisory
By Application
  • Transaction services
  • Crisis and recovery
  • Risk Management
By End User
  • Financial institutions
  • Retail investors
By Region
  • North America  (U.S., Canada)
  • Europe  (UK, Germany, France, Spain, Italy, Rest of Europe)
  • Asia-Pacific  (China, Japan, India, Australia, South Korea, Rest of Asia-Pacific)
  • LAMEA  (Latin America, Middle East, Africa)
Key Market Players JPMorgan Chase & Co., Fidelity Investments Inc., State Street Corporation, PIMCO, Goldman Sachs Group, Inc., BlackRock, Inc., Vanguard Group, Franklin Resources Inc., Northern TrU.S.t Corporation, Invesco Ltd.
 

Loading Table Of Content...


 
 
With collective industry experience of about 200 years of its analysts and experts, Allied Market Research (AMR) encompasses most infallible research methodology for its market intelligence and industry analysis. We do not only engrave the deepest levels of markets but also sneak through its slimmest details for the purpose of our market estimates and forecasts. Our approach helps in building greater market consensus view for size, shape and industry trends within each industry segment. We carefully factor in industry trends and real developments for identifying key growth factors and future course of the market. Our research proceeds are the resultant of high quality data, expert views and analysis and high value independent opinions. Our research process is designed to deliver balanced view of the global markets and allow stakeholders to make informed decisions.

We offer our clients exhaustive research and analysis based on wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics and regional intelligence. Our in-house industry experts play instrumental role in designing analytic tools and models, tailored to the requirements of particular industry segment. These analytical tools and models sanitize the data & statistics and enhance the accuracy of our recommendations and advice. With AMR’s calibrated research process and 360` degree data-evaluation methodology, our clients are assured of receiving:

  • Consistent, valuable, robust and actionable data & analysis that can easily be referenced for strategic business planning
  • Technologically sophisticated and reliable insights through well audited and veracious research methodology
  • Sovereign research proceeds that present a tangible depiction of marketplace


With a strong methodology we are, therefore, confident that our research and analysis are most reliable and guarantees sound business planning.

Secondary research
We refer a broad array of industry sources for our secondary, which typically include; however, not limited to: Company SEC filings, annual reports, company websites, broker & financial reports and investor presentations for competitive scenario and shape of the industry

  • Patent and regulatory databases for understanding of technical & legal developments
  • Scientific and technical writings for product information and related preemptions
  • Regional government and statistical databases for macro analysis
  • Authentic new articles, web-casts and other related releases for market evaluation
  • Internal and external proprietary databases, key market indicators and relevant press releases for market estimates and forecast


Primary research
Our primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks and face-to-face interactions. We are also in professional corporate relations with various companies that allow us greater flexibility for reaching out industry participants and commentators for interviews and discussions, fulfilling following functions:

  • Validates and improves the data quality and strengthens research proceeds
  • Further develops analyst team’s market understanding and expertise
  • Supplies authentic information about market size, share, growth and forecasts


Our primary research interview and discussion panels are typically composed of most experienced industry members. These participants include; however, not limited to:

  • Chief executives and VPs of leading corporations specific to industry
  • Product and sales managers or country heads; channel partners and top level distributors; banking, investments and valuation experts Key opinion leaders (KOLs)


Analyst tools and models
AMR has developed set of analyst tools and data models to supplement and expedite the analysis process. Corresponding to markets, where there is significant lack of information and estimates, AMR’s team of experts and analyst develop specific analyst tools and industry models to translate qualitative and quantitative industry indicators into exact industry estimates. These models also allow analysts to examine the prospects and opportunities prevailing in the market to accurately forecast the course of the market.

Purchase Options

Call or Email Us

U.S.-Canada Toll-free: +1-800-792-5285
Int'l : +1-503-894-6022
Europe : +44-845-528-1300
Email : help@alliedmarketresearch.com

Looking for Customization?

 Customization Request

Have a Question?

 Speak with Analyst

Any Confusion?

 Inquire Before Buying

Have a glance of the Report

  Enquiry Now

Purchase Full Report of
Equity Portfolio Management And Advisory Services Market

Start reading.
This Report and over 71,295+ more Reports, Available with Avenue Library. T&C*.

  • Online Only
  • $3,690
  • Online cloud access only
  • Restricted print, copy, paste & download
  • Read only
  • Free industry update
    (Within 180 days)
  • Free report update in next update cycle
  • Data Pack
  • $3,840
  • Restricted to one authorized user
  • One print only
  • Available in
    Excel
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
  • Single User
  • $5,820
  • Restricted to one authorized user
  • One print only
  • Available in
    PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
  • Five Users
  • $6,540
  • Limited to five authorized users
  • Print upto five copies
  • Available in
    PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
  • Enterprise
    License/PDF

  • $9,870
  • Unlimited
    within
    company/enterprise
  • Available in Excel & PDF
  • Free industry update
    (Within 180 days)
  •   Free report update in next update cycle
  • Library
    Membership

  • $999 $ 1,175
    Per User/ Per month/ Billed annually
  • Published Content
    E-access
  • Company Profiles
    E-access
  • Newly Added Content Access
  • 10 PDF
    Downloads
  • 5 Excel Data
    Pack Downloads
  • 250 Company Profiles PDF Downloads
  • Buy Now

*Taxes/Fees, if applicable will be added during checkout. All prices in USD

Related Reports
 

Why Allied Market Research?

 

Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction

Customization

On-demand customization of the scope of the report to exactly meet your needs

Targeted Market View

Targeted market view to provide pertinent information and save time for readers

Get fresh content delivered

Get insights on topics that are crucial for your business. Stay abreast of your interest areas.

Get Industry Data Alerts

Why Allied Market Research?

Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction

Customization

On-demand customization of the scope of the report to exactly meet your needs

TARGETED MARKET VIEW

Targeted market view to provide pertinent information and save the time of readers