NAICS 52392 - Portfolio Management
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
Industry trends:
The portfolio management industry (NAICS 52392) is currently experiencing several noteworthy qualitative trends. One prominent trend is the integration of technology and artificial intelligence, which is revolutionizing the way portfolio managers analyze data and optimize investment strategies. These technologies allow for more precise risk assessment and personalized investment solutions. Another trend is the growing emphasis on environmental, social, and governance (ESG) criteria, as investors increasingly demand socially responsible investment options. This has led to a surge in ESG-focused funds and greater transparency in reporting practices.
Client expectations are also shifting towards more customized services and enhanced communication. Portfolio managers are adapting by offering more tailored investment advice and leveraging digital platforms to maintain continuous client engagement. Furthermore, there is a noticeable rise in passive investment strategies such as index funds and ETFs, driven by their lower costs and competitive performance relative to actively managed funds.
Looking ahead, we can forecast that technology and AI will continue to play a critical role, potentially leading to the widespread adoption of robo-advisors. The focus on ESG will likely intensify, with stricter regulations and reporting standards emerging. Additionally, the industry may see a further decline in fee structures due to increasing competition and the push for greater transparency.
This industry is comprised of:
Investment management
Managing investment funds
Managing mutual funds
Managing personal investment trusts
Managing trusts
Mutual fund managing
Pension fund managing
Personal investments trusts, managing
Portfolio fund managing
This report includes the ability to segment your Industry by:
- Region
- Employees
- Net Sales
- Company Age
- Total Assets
- Ownership Type
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