58 reports

Portfolio Management in the US - Industry Market Research Report

37 pages • By Ibisworld

Diversified portfolio: Improving market conditions will moderately push industry revenue upward AbstractPortfolio Management in the USDespite recent volatility in global capital markets and an investor push toward passively managed funds, the performance of the Portfolio Management industry...

927 1 020 788
Jan 2017

Financial Asset Investing in Australia - Industry Market Research Report

28 pages • By Ibisworld

A valuable asset: The sharemarket's strong performance has supported industry growth AbstractFinancial Asset Investing in AustraliaThis industry consists of trusts (except trusts of separately constituted superannuation funds) that primarily invest money on their own account in predominantly...

877 965 746
Dec 2016

Australian IFAs, Investment Managers and Platforms 2016

37 pages • By Global Data

Summary Financial advisors are a key distribution network for retail investors in Australia. All investment product manufacturers need to understand the priorities and criteria that advisors use to select their investment partners and platforms. As almost all advisors use a platform to manage their client assets under management...

3 136 3 450 2 666
Dec 2016

UK Pensions Snapshot 2016

32 pages • By Global Data

Summary The pre- and post-retirement markets have seen some of the biggest changes for a century in the last couple of years, and these are clearly translating through to a sales impact on pensions. Automatic enrolment will be the major driving force behind premium income growth over the next five years, outweighing any other combination...

1 177 1 295 1 001
Dec 2016

Global Economic Forecasts: Q4 2016

48 pages • By Euromonitor International

The victory of Donald Trump in the US presidential elections is another political shock to the economies of the developed world. The real impact of the new leadership to the fundamentals of the US economy will show once some new policies start to be implemented. Yet, based on the pre-elections promises of Mr. Trump, the risks are downward....

1 050 1 197 788
Nov 2016

Retail Superannuation Funds in Australia - Industry Market Research Report

28 pages • By Ibisworld

Super: Industry assets are set to grow despite a freeze on the rate of guaranteed contributions Abstract Retail Superannuation Funds in AustraliaIndustry firms provide retirement benefits to the general public on a commercial basis. These firms must have more than four members. Industry...

877 965 746
Oct 2016

Pension Funding in the UK - Industry Market Research Report

25 pages • By Ibisworld

Contributions benefit: Automatic enrolment and increased employer contributions support growth Abstract Pension Funding in the UKThe Pension Funding industry provides retirement benefits for people no longer earning an income. The industry includes both occupational and personal...

727 800 618
Oct 2016

Retirement & Pension Plans in the US - Industry Market Research Report

33 pages • By Ibisworld

Unsteady savings: Rising interest rates will buoy revenue, but unemployment will limit contributions Abstract Retirement & Pension Plans in the USRevenue for the Retirement and Pension Plans industry is composed of contributions from employers and, to a lesser extent, employees,...

927 1 020 788
Sep 2016

Industry Superannuation Funds in Australia - Industry Market Research Report

30 pages • By Ibisworld

Just super: Increases to the superannuation guarantee have boosted industry assets Abstract Industry Superannuation Funds in AustraliaFirms in this industry primarily provide retirement benefits to members of specific industries. Industry revenue comprises contributions and net investment...

877 965 746
Aug 2016

Superannuation Funds in Australia - Industry Market Research Report

32 pages • By Ibisworld

Pooling funds: Smaller industry players have been merging to benefit from economies of scale Abstract Superannuation Funds in AustraliaThe Superannuation Funds industry provides retirement benefits to members and includes both large and small funds. Industry revenue consists of contributions...

877 965 746
Aug 2016

Superannuation Funds Management Services in Australia - Industry Market Research Report

32 pages • By Ibisworld

Financial DIY: The industry is facing competition from self-managed superannuation funds Abstract Superannuation Funds Management Services in AustraliaIndustry participants provide investment management, administration and advisory services to superannuation funds. Service fees are...

877 965 746
Jul 2016

Robo Advice In The UK and Europe - Revolution or Evolution? Including: Robo advice, automated financial planning, financial advice, brokerage, fund platforms Covering: Europe, UK

269 pages • By TBRC Business Research

The UK has recently seen the emergence of automated investment management propositions, and perhaps lays claim to having the leading automated advice proposition, albeit limited to at retirement decision only. It enjoys several important advantages for robo advisors including a large saving pool, an innovation-friendly culture, and a push...

1 818 2 000 1 545
Jul 2016

Actuarial Consulting Services in the UK - Industry Market Research Report

32 pages • By Ibisworld

High reward: Demand for risk management services has supported strong growth Abstract Actuarial Consulting Services in the UKFirms in this industry assess risk and uncertainty by using statistical models, then create policies to minimise the cost of that risk to their clients....

727 800 618
Jun 2016

Independent Investment Research Services in Australia - Industry Market Research Report

31 pages • By Ibisworld

Pay up: Limited competition has enabled larger firms to increase prices, boosting profit Abstract Independent Investment Research Services in AustraliaFirms in the industry provide independent, third-party investment research to institutional and individual investors, corporate...

877 965 746
May 2016

Global Pension Funds - Industry Market Research Report

28 pages • By Ibisworld

Continued growth: Despite employers' shift to defined contribution plans, the industry will grow as populations age Abstract Global Pension FundsThe Global Pension Funds industry, composed of employer-sponsored defined benefit plans, has been the primary means for meeting...

927 1 020 788
May 2016

Self-Managed Superannuation Funds in Australia - Industry Market Research Report

25 pages • By Ibisworld

Superlative growth: The industry has grown due to its advantages over traditional super funds Abstract Self-Managed Superannuation Funds in AustraliaBusinesses in this industry operate superannuation funds that are required to have no more than four members. Industry revenue comprises...

877 965 746
May 2016

Hedge Funds - Industry Market Research Report

35 pages • By Ibisworld

Safe bet: Industry revenue will rise due to increased optimism and demand Abstract Hedge FundsOver the past five years, the Hedge Funds industry has fared well thanks to the continued satisfaction of institutional investors with regard to the performance of hedge funds. While...

927 1 020 788
Apr 2016

Investment Trusts in the UK - Industry Market Research Report

26 pages • By Ibisworld

Good value: Changing regulations and improving economic conditions support growth Abstract Investment Trusts in the UKOperators in this industry administer UK-domiciled investment trusts. Revenue is defined as the fees charged to investors for this service. Investment trusts are...

727 800 618
Apr 2016

2016 U.S. Third party admin and mgmt of pension funds/plans sold through Insurance agencies & brokerages-Product & Services Report

96 pages • By Barnes Reports

The 2016 U.S. Third party admin and mgmt of pension funds/plans sold through Insurance agencies & brokerages-Product & Services Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2016 current and 2017 forecast estimates on the sales of Third party...

181 199 154
Apr 2016

Australian IFAs, Investment Managers and Platforms

27 pages • By Global Data

Summary Financial advisors are a key distribution network for retail investors in Australia. All investment product manufacturers need to understand the priorities and criteria advisors use to select their investment partners and platforms. As almost all advisors use a platform to manage their client assets under management, understanding...

3 136 3 450 2 666
Apr 2016

Investment Advisors, Hedge Funds, Private Equity and Asset Management Industry (U.S.): Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2022, NAIC 523900

67 pages • By Plunkett Research

Investment Advisors, Hedge Funds, Private Equity and Asset Management Industry (U.S.): Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2022, NAIC 523900 Vital industry-specific data including metrics, benchmarks, historic numbers, growth rates and forecasts that will save countless hours of research....

1 814 1 995 1 542
Apr 2016

UK IFAs and their Clients; Identifying the IFA client base and how it can be grown.

33 pages • By Global Data

Summary Following the implementation of the Retail Distribution Review, the UK market saw a decrease in the number of advisors as well as an increase in the cost of advice, creating an advice gap in the retail and low mass affluent segments. However, different types of service models have since emerged to fill the need for advice....

3 136 3 450 2 666
Mar 2016

Tax Preparation Franchises in Australia - Industry Market Research Report

29 pages • By Ibisworld

Prepare the way: Improvements to e-tax forces industry players to diversify their offerings Abstract Tax Preparation Franchises in AustraliaIndustry participants provide tax-return preparation services and operate as part of a franchise business structure. The industry includes businesses...

877 965 746
Feb 2016

Australian Advisors and their Clients

46 pages • By Global Data

Summary In recent years, the financial advisor market in Australia has been mainly focused on adapting to new regulations, with customer retention and acquisition suffering as a result. With key elements of the FOFA regulations largely bedded in among advisors, they can now focus again on growing the customer base. However sustainable...

7 268 7 995 6 178
Jan 2016

The 2016-2021 Outlook for Retirement Savings Plans in the United States

By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the states and cities of the United States. Latent demand (in millions of U.S. dollars), or potential industry earnings (P.I.E.) estimates are given across some 12,700 cities in the United States. For each city in question, the percent share the city...

541 595 460
Sep 2015

The 2016-2021 Outlook for Retirement Savings Plans in India

351 pages • By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the states, union territories and cities of India. Latent demand (in millions of U.S. dollars), or potential industry earnings (P.I.E.) estimates are given across over 5,100 cities in India. For each city in question, the percent share the city is of...

541 595 460
Sep 2015

Pensions in the UK - Key Trends and Opportunities to 2019

58 pages • By Timetric

Synopsis This report is the result of extensive research into the pensions market in the UK, covering its market dynamics, outlook and competitive landscape. It provides details of the market size and projections of new business premiums, and explores the impact of the latest government reforms on pension providers. The report also...

2 541 2 795 2 160
Sep 2015

The 2016-2021 Outlook for Retirement Savings Plans in Greater China

171 pages • By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the regions of Greater China, including provinces, autonomous regions (Guangxi, Nei Mongol, Ningxia, Xinjiang, Xizang - Tibet), municipalities (Beijing, Chongqing, Shanghai, and Tianjin), special administrative regions (Hong Kong and Macau), and Taiwan...

541 595 460
Sep 2015

Abu Dhabi National Insurance Co. (UAE)

263 pages • By Global Industry Analysts

This report presents quick facts about Abu Dhabi National Insurance Co., which is principally involved in Life and Non-Life Insurance Business. Illustrated with 260 tables, the report showcases the company's recent news stories and events, key markets and market position as against its competitors operating in the industry.

3 182 3 500 2 705
Sep 2015

Pension Funding in South Africa 2015

103 pages • By Who Owns Whom

Size of the Industry: This report focuses on the retirement funding industry in South Africa. Financial Services Board statistics show that there are 5,144 active retirement funds managing assets of approximately R3.2-trillion. During the year under review, combined contributions received by all pension funds, including the Government Employees’...

1 018 1 120 865
Jul 2015