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Global Equity Portfolio Management and Advisory Services Market by Application (Transaction Services, Risk Management, Crisis & Recovery), by End User (Financial institutions, Retail Investors), by Type (Portfolio Management, Investment Advisory, Equity Investment) and Region (North America, Latin America, Europe, Asia Pacific and Middle East & Africa), Forecast To 2028

  • Report ID: SS-68812
  • Author: Up Market Research
  • Rating: 4.5
  • Total Reviews: 90
  • No. Of Pages: 238
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  • Pub. Date: 2021-08-21
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Up Market Research published a new report titled “Equity Portfolio Management and Advisory Services Market research report which is segmented by Application (Transaction Services, Risk Management, Crisis & Recovery), by End User (Financial institutions, Retail Investors), by Type (Portfolio Management, Investment Advisory, Equity Investment), By Players/Companies PIMCO, Fidelity Investments Inc., Vanguard Group, Invesco Ltd., Goldman Sachs Group Inc., Franklin Resources Inc., Major players analyzed include BlackRock Inc., Northern TrU.S.t Corporation, State Street Corporation, JPMorgan Chase & Co.”. As per the study the market is expected to grow at a CAGR of XX% in the forecast period.


Report Scope

Report AttributesReport Details
Report TitleEquity Portfolio Management and Advisory Services Market Research Report
By ApplicationTransaction Services, Risk Management, Crisis & Recovery
By End UserFinancial institutions, Retail Investors
By TypePortfolio Management, Investment Advisory, Equity Investment
By CompaniesPIMCO, Fidelity Investments Inc., Vanguard Group, Invesco Ltd., Goldman Sachs Group Inc., Franklin Resources Inc., Major players analyzed include BlackRock Inc., Northern TrU.S.t Corporation, State Street Corporation, JPMorgan Chase & Co.
Regions CoveredNorth America, Europe, APAC, Latin America, MEA
Base Year2020
Historical Year2018 to 2019 (Data from 2010 can be provided as per availability)
Forecast Year2028
Number of Pages238
Number of Tables & Figures167
Customization AvailableYes, the report can be customized as per your need.

The report covers comprehensive data on emerging trends, market drivers, growth opportunities, and restraints that can change the market dynamics of the industry. It provides an in-depth analysis of the market segments which include products, applications, and competitor analysis.


Global Equity Portfolio Management and Advisory Services Industry Outlook

Global Equity Portfolio Management and Advisory Services Market Report Segments:

The market is segmented by Application (Transaction Services, Risk Management, Crisis & Recovery), by End User (Financial institutions, Retail Investors), by Type (Portfolio Management, Investment Advisory, Equity Investment).


Some of the companies that are profiled in this report are:

  1. PIMCO
  2. Fidelity Investments Inc.
  3. Vanguard Group
  4. Invesco Ltd.
  5. Goldman Sachs Group Inc.
  6. Franklin Resources Inc.
  7. Major players analyzed include BlackRock Inc.
  8. Northern TrU.S.t Corporation
  9. State Street Corporation
  10. JPMorgan Chase & Co.

Equity Portfolio Management and Advisory Services Market research report delivers a close watch on leading competitors with strategic analysis, micro and macro market trend and scenarios, pricing analysis and a holistic overview of the market situations in the forecast period. It is a professional and a detailed report focusing on primary and secondary drivers, market share, leading segments and geographical analysis. Further, key players, major collaborations, merger & acquisitions along with trending innovation and business policies are reviewed in the report.


Key Benefits for Industry Participants & Stakeholders:

  • Industry drivers, restraints, and opportunities covered in the study
  • Neutral perspective on the market performance
  • Recent industry trends and developments
  • Competitive landscape & strategies of key players
  • Potential & niche segments and regions exhibiting promising growth covered
  • Historical, current, and projected market size, in terms of value
  • In-depth analysis of the Equity Portfolio Management and Advisory Services Market

Overview of the regional outlook of the Equity Portfolio Management and Advisory Services Market:

Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa (MEA). North America region is further bifurcated into countries such as U.S., and Canada. The Europe region is further categorized into U.K., France, Germany, Italy, Spain, Russia, and Rest of Europe. Asia Pacific is further segmented into China, Japan, South Korea, India, Australia, South East Asia, and Rest of Asia Pacific. Latin America region is further segmented into Brazil, Mexico, and Rest of Latin America, and the MEA region is further divided into GCC, Turkey, South Africa, and Rest of MEA.


Equity Portfolio Management and Advisory Services Market Overview

Highlights of The Equity Portfolio Management and Advisory Services Market Report:

  1. The market structure and projections for the coming years.
  2. Drivers, restraints, opportunities, and current trends of Equity Portfolio Management and Advisory Services Market.
  3. Historical data and forecast.
  4. Estimations for the forecast period 2028.
  5. Developments and trends in the market.
        6. By Application:

                1. Transaction Services

                2. Risk Management

                3. Crisis & Recovery

        7. By End User:

                1. Financial institutions

                2. Retail Investors

        8. By Type:

                1. Portfolio Management

                2. Investment Advisory

                3. Equity Investment

  1. Market scenario by region, sub-region, and country.
  2. Market share of the market players, company profiles, product specifications, SWOT analysis, and competitive landscape.
  3. Analysis regarding upstream raw materials, downstream demand, and current market dynamics.
  4. Government Policies, Macro & Micro economic factors are also included in the report.

We have studied the Equity Portfolio Management and Advisory Services Market in 360 degrees via. both primary & secondary research methodologies. This helped us in building an understanding of the current market dynamics, supply-demand gap, pricing trends, product preferences, consumer patterns & so on. The findings were further validated through primary research with industry experts & opinion leaders across countries. The data is further compiled & validated through various market estimation & data validation methodologies. Further, we also have our in-house data forecasting model to predict market growth up to 2028.


How you may use our products:

  • Correctly Positioning New Products
  • Market Entry Strategies
  • Business Expansion Strategies
  • Consumer Insights
  • Understanding Competition Scenario
  • Product & Brand Management
  • Channel & Customer Management
  • Identifying Appropriate Advertising Appeals

Equity Portfolio Management and Advisory Services Market Trends

Reasons to Purchase the Equity Portfolio Management and Advisory Services Market Report:

  • The report includes a plethora of information such as market dynamics scenario and opportunities during the forecast period
  • Segments and sub-segments include quantitative, qualitative, value (USD Million,) and volume (Units Million) data.
  • Regional, sub-regional, and country level data includes the demand and supply forces along with their influence on the market.
  • The competitive landscape comprises share of key players, new developments, and strategies in the last three years.
  • Comprehensive companies offering products, relevant financial information, recent developments, SWOT analysis, and strategies by these players.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Equity Portfolio Management and Advisory Services Market Overview
   4.1 Introduction 
      4.1.1 Market Taxonomy 
      4.1.2 Market Definition 
      4.1.3 Macro-Economic Factors Impacting the Market Growth 
   4.2 Equity Portfolio Management and Advisory Services Market Dynamics 
      4.2.1 Market Drivers 
      4.2.2 Market Restraints 
      4.2.3 Market Opportunity 
   4.3 Equity Portfolio Management and Advisory Services Market - Supply Chain Analysis 
      4.3.1 List of Key Suppliers 
      4.3.2 List of Key Distributors 
      4.3.3 List of Key Consumers 
   4.4 Key Forces Shaping the Equity Portfolio Management and Advisory Services Market 
      4.4.1 Bargaining Power of Suppliers 
      4.4.2 Bargaining Power of Buyers 
      4.4.3 Threat of Substitution 
      4.4.4 Threat of New Entrants 
      4.4.5 Competitive Rivalry 
   4.5 Global Equity Portfolio Management and Advisory Services Market Size & Forecast, 2018-2028 
      4.5.1 Equity Portfolio Management and Advisory Services Market Size and Y-o-Y Growth 
      4.5.2 Equity Portfolio Management and Advisory Services Market Absolute $ Opportunity 


Chapter 5 Global Equity Portfolio Management and Advisory Services Market Analysis and Forecast by Application
   5.1 Introduction
      5.1.1 Key Market Trends & Growth Opportunities by Application
      5.1.2 Basis Point Share (BPS) Analysis by Application
      5.1.3 Absolute $ Opportunity Assessment by Application
   5.2 Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      5.2.1 Transaction Services
      5.2.2 Risk Management
      5.2.3 Crisis & Recovery
   5.3 Market Attractiveness Analysis by Application

Chapter 6 Global Equity Portfolio Management and Advisory Services Market Analysis and Forecast by End User
   6.1 Introduction
      6.1.1 Key Market Trends & Growth Opportunities by End User
      6.1.2 Basis Point Share (BPS) Analysis by End User
      6.1.3 Absolute $ Opportunity Assessment by End User
   6.2 Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      6.2.1 Financial institutions
      6.2.2 Retail Investors
   6.3 Market Attractiveness Analysis by End User

Chapter 7 Global Equity Portfolio Management and Advisory Services Market Analysis and Forecast by Type
   7.1 Introduction
      7.1.1 Key Market Trends & Growth Opportunities by Type
      7.1.2 Basis Point Share (BPS) Analysis by Type
      7.1.3 Absolute $ Opportunity Assessment by Type
   7.2 Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      7.2.1 Portfolio Management
      7.2.2 Investment Advisory
      7.2.3 Equity Investment
   7.3 Market Attractiveness Analysis by Type

Chapter 8 Global Equity Portfolio Management and Advisory Services Market Analysis and Forecast by Region
   8.1 Introduction
      8.1.1 Key Market Trends & Growth Opportunities by Region
      8.1.2 Basis Point Share (BPS) Analysis by Region
      8.1.3 Absolute $ Opportunity Assessment by Region
   8.2 Equity Portfolio Management and Advisory Services Market Size Forecast by Region
      8.2.1 North America
      8.2.2 Europe
      8.2.3 Asia Pacific
      8.2.4 Latin America
      8.2.5 Middle East & Africa (MEA)
   8.3 Market Attractiveness Analysis by Region

Chapter 9 Coronavirus Disease (COVID-19) Impact 
   9.1 Introduction 
   9.2 Current & Future Impact Analysis 
   9.3 Economic Impact Analysis 
   9.4 Government Policies 
   9.5 Investment Scenario

Chapter 10 North America Equity Portfolio Management and Advisory Services Analysis and Forecast
   10.1 Introduction
   10.2 North America Equity Portfolio Management and Advisory Services Market Size Forecast by Country
      10.2.1 U.S.
      10.2.2 Canada
   10.3 Basis Point Share (BPS) Analysis by Country
   10.4 Absolute $ Opportunity Assessment by Country
   10.5 Market Attractiveness Analysis by Country
   10.6 North America Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      10.6.1 Transaction Services
      10.6.2 Risk Management
      10.6.3 Crisis & Recovery
   10.7 Basis Point Share (BPS) Analysis by Application 
   10.8 Absolute $ Opportunity Assessment by Application 
   10.9 Market Attractiveness Analysis by Application
   10.10 North America Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      10.10.1 Financial institutions
      10.10.2 Retail Investors
   10.11 Basis Point Share (BPS) Analysis by End User 
   10.12 Absolute $ Opportunity Assessment by End User 
   10.13 Market Attractiveness Analysis by End User
   10.14 North America Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      10.14.1 Portfolio Management
      10.14.2 Investment Advisory
      10.14.3 Equity Investment
   10.15 Basis Point Share (BPS) Analysis by Type 
   10.16 Absolute $ Opportunity Assessment by Type 
   10.17 Market Attractiveness Analysis by Type

Chapter 11 Europe Equity Portfolio Management and Advisory Services Analysis and Forecast
   11.1 Introduction
   11.2 Europe Equity Portfolio Management and Advisory Services Market Size Forecast by Country
      11.2.1 Germany
      11.2.2 France
      11.2.3 Italy
      11.2.4 U.K.
      11.2.5 Spain
      11.2.6 Russia
      11.2.7 Rest of Europe
   11.3 Basis Point Share (BPS) Analysis by Country
   11.4 Absolute $ Opportunity Assessment by Country
   11.5 Market Attractiveness Analysis by Country
   11.6 Europe Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      11.6.1 Transaction Services
      11.6.2 Risk Management
      11.6.3 Crisis & Recovery
   11.7 Basis Point Share (BPS) Analysis by Application 
   11.8 Absolute $ Opportunity Assessment by Application 
   11.9 Market Attractiveness Analysis by Application
   11.10 Europe Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      11.10.1 Financial institutions
      11.10.2 Retail Investors
   11.11 Basis Point Share (BPS) Analysis by End User 
   11.12 Absolute $ Opportunity Assessment by End User 
   11.13 Market Attractiveness Analysis by End User
   11.14 Europe Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      11.14.1 Portfolio Management
      11.14.2 Investment Advisory
      11.14.3 Equity Investment
   11.15 Basis Point Share (BPS) Analysis by Type 
   11.16 Absolute $ Opportunity Assessment by Type 
   11.17 Market Attractiveness Analysis by Type

Chapter 12 Asia Pacific Equity Portfolio Management and Advisory Services Analysis and Forecast
   12.1 Introduction
   12.2 Asia Pacific Equity Portfolio Management and Advisory Services Market Size Forecast by Country
      12.2.1 China
      12.2.2 Japan
      12.2.3 South Korea
      12.2.4 India
      12.2.5 Australia
      12.2.6 South East Asia (SEA)
      12.2.7 Rest of Asia Pacific (APAC)
   12.3 Basis Point Share (BPS) Analysis by Country
   12.4 Absolute $ Opportunity Assessment by Country
   12.5 Market Attractiveness Analysis by Country
   12.6 Asia Pacific Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      12.6.1 Transaction Services
      12.6.2 Risk Management
      12.6.3 Crisis & Recovery
   12.7 Basis Point Share (BPS) Analysis by Application 
   12.8 Absolute $ Opportunity Assessment by Application 
   12.9 Market Attractiveness Analysis by Application
   12.10 Asia Pacific Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      12.10.1 Financial institutions
      12.10.2 Retail Investors
   12.11 Basis Point Share (BPS) Analysis by End User 
   12.12 Absolute $ Opportunity Assessment by End User 
   12.13 Market Attractiveness Analysis by End User
   12.14 Asia Pacific Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      12.14.1 Portfolio Management
      12.14.2 Investment Advisory
      12.14.3 Equity Investment
   12.15 Basis Point Share (BPS) Analysis by Type 
   12.16 Absolute $ Opportunity Assessment by Type 
   12.17 Market Attractiveness Analysis by Type

Chapter 13 Latin America Equity Portfolio Management and Advisory Services Analysis and Forecast
   13.1 Introduction
   13.2 Latin America Equity Portfolio Management and Advisory Services Market Size Forecast by Country
      13.2.1 Brazil
      13.2.2 Mexico
      13.2.3 Rest of Latin America (LATAM)
   13.3 Basis Point Share (BPS) Analysis by Country
   13.4 Absolute $ Opportunity Assessment by Country
   13.5 Market Attractiveness Analysis by Country
   13.6 Latin America Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      13.6.1 Transaction Services
      13.6.2 Risk Management
      13.6.3 Crisis & Recovery
   13.7 Basis Point Share (BPS) Analysis by Application 
   13.8 Absolute $ Opportunity Assessment by Application 
   13.9 Market Attractiveness Analysis by Application
   13.10 Latin America Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      13.10.1 Financial institutions
      13.10.2 Retail Investors
   13.11 Basis Point Share (BPS) Analysis by End User 
   13.12 Absolute $ Opportunity Assessment by End User 
   13.13 Market Attractiveness Analysis by End User
   13.14 Latin America Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      13.14.1 Portfolio Management
      13.14.2 Investment Advisory
      13.14.3 Equity Investment
   13.15 Basis Point Share (BPS) Analysis by Type 
   13.16 Absolute $ Opportunity Assessment by Type 
   13.17 Market Attractiveness Analysis by Type

Chapter 14 Middle East & Africa (MEA) Equity Portfolio Management and Advisory Services Analysis and Forecast
   14.1 Introduction
   14.2 Middle East & Africa (MEA) Equity Portfolio Management and Advisory Services Market Size Forecast by Country
      14.2.1 Saudi Arabia
      14.2.2 South Africa
      14.2.3 UAE
      14.2.4 Rest of Middle East & Africa (MEA)
   14.3 Basis Point Share (BPS) Analysis by Country
   14.4 Absolute $ Opportunity Assessment by Country
   14.5 Market Attractiveness Analysis by Country
   14.6 Middle East & Africa (MEA) Equity Portfolio Management and Advisory Services Market Size Forecast by Application
      14.6.1 Transaction Services
      14.6.2 Risk Management
      14.6.3 Crisis & Recovery
   14.7 Basis Point Share (BPS) Analysis by Application 
   14.8 Absolute $ Opportunity Assessment by Application 
   14.9 Market Attractiveness Analysis by Application
   14.10 Middle East & Africa (MEA) Equity Portfolio Management and Advisory Services Market Size Forecast by End User
      14.10.1 Financial institutions
      14.10.2 Retail Investors
   14.11 Basis Point Share (BPS) Analysis by End User 
   14.12 Absolute $ Opportunity Assessment by End User 
   14.13 Market Attractiveness Analysis by End User
   14.14 Middle East & Africa (MEA) Equity Portfolio Management and Advisory Services Market Size Forecast by Type
      14.14.1 Portfolio Management
      14.14.2 Investment Advisory
      14.14.3 Equity Investment
   14.15 Basis Point Share (BPS) Analysis by Type 
   14.16 Absolute $ Opportunity Assessment by Type 
   14.17 Market Attractiveness Analysis by Type

Chapter 15 Competition Landscape 
   15.1 Equity Portfolio Management and Advisory Services Market: Competitive Dashboard
   15.2 Global Equity Portfolio Management and Advisory Services Market: Market Share Analysis, 2019
   15.3 Company Profiles (Details – Overview, Financials, Developments, Strategy) 
      15.3.1 PIMCO
      15.3.2 Fidelity Investments Inc.
      15.3.3 Vanguard Group
      15.3.4 Invesco Ltd.
      15.3.5 Goldman Sachs Group Inc.
      15.3.6 Franklin Resources Inc.
      15.3.7 Major players analyzed include BlackRock Inc.
      15.3.8 Northern TrU.S.t Corporation
      15.3.9 State Street Corporation
      15.3.10 JPMorgan Chase & Co.
Segments Covered in the Report
The global Equity Portfolio Management and Advisory Services market has been segmented based on

By Application
  • Transaction Services
  • Risk Management
  • Crisis & Recovery
By End User
  • Financial institutions
  • Retail Investors
By Type
  • Portfolio Management
  • Investment Advisory
  • Equity Investment
Regions
  • Asia Pacific
  • North America
  • Latin America
  • Europe
  • Middle East & Africa
Key Players
  • PIMCO
  • Fidelity Investments Inc.
  • Vanguard Group
  • Invesco Ltd.
  • Goldman Sachs Group Inc.
  • Franklin Resources Inc.
  • Major players analyzed include BlackRock Inc.
  • Northern TrU.S.t Corporation
  • State Street Corporation
  • JPMorgan Chase & Co.

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