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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.
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. Â 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.Â
The global equity portfolio management and advisory trends are as follows:
Technology has been continuously transforming these portfolio advisory services in recent years. Â 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.Â
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:
Questions answered in the global equity portfolio management and advisory services market research report:
Equity Portfolio Management and Advisory Services Market Report Highlights
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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. |
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