Artificial intelligence and machine learning were not commonly used for portfolio management by asset allocators worldwide in 2020. Among the asset owners and investment managers surveyed, only *** percent of them declared to use artificial intelligence for portfolio management. However, ** percent of the respondents declared to be considering or evaluating the introduction of this technology as a portfolio analysis and management tool.

The Investment Portfolio Management Software market has evolved significantly over the past few years, driven by the increasing complexity of investment strategies and the growing demand for efficient asset management solutions. This software plays a crucial role in the financial sector, helping asset managers, fina

The Office of Portfolio Management is responsible for providing strategic direction, administration, and management support services for real estate portfolio management, asset business strategies, capital allocation, portfolio analysis, asset valuations, pricing policy, occupancy administration, and property utilization and disposal. The office is responsible for maximizing the value of PBS's portfolio of owned and leased assets by developing national strategies and serving as a consultant to the regions. These annual and long-term strategies are developed based on the goals and objectives of the owner (taxpayer) and balance competing stakeholder objectives. The office provides national guidance on asset-related pricing policy, provides valuation services, develops asset management strategies (asset business plans, asset performance measurements and targets, strategies to improve asset performance, benchmarking of portfolio and asset performance), develops national capital investment strategies and criteria, and promotes optimal investment decisions for acquisition, construction, renovation, leasing, utilization and disposition activities.

Market Size statistics on the Portfolio Management & Investment Advice industry in the US

Graph and download economic data for Producer Price Index by Industry: Portfolio Management and Investment Advice: Mutual Fund and Exchange Traded Fund Management (PCU5239205239201) from Dec 1999 to Sep 2025 about mutual funds, management, PPI, industry, inflation, price index, indexes, price, and USA.

Number of Businesses statistics on the Portfolio Management & Investment Advice industry in the US

Are hedge funds worth your money? Hedge funds have developed from investment funds that were designed to lower the risk of your portfolio to a multitude of different investment styles with different goals. Their heyday was probably during the 90s and early 2000s when several star hedge fund managers rose to prominence and their assets under management grew significantly. However, since then hedge funds have been under scrutiny as their investment returns have been lacking and their ability to function as a diversification to a traditional stock and bond portfolio was put into question. As hedge funds have their own set of leverage and investment rules it is no wonder they have been accused of being greedy, unsuccessful and secretive. However, with this dataset you can make your own analysis.

Content This dataset covers monthly hedge fund returns starting from 1997. The date column refers to the last day of the month - the end date of the return period, if I understand correctly. There are 12 different hedge fund strategies covered and the return index series are formed as an aggregate of other hedge fund index providers.

The strategy explanations are in EDHEC website:

Convertible Arbitrage - https://risk.edhec.edu/conv-arb/ CTA Global - https://risk.edhec.edu/cta-global/ Distressed Securities - https://risk.edhec.edu/dist-sec/ Emerging Markets - https://risk.edhec.edu/emg-mkts/ Equity Market Neutral - https://risk.edhec.edu/equity-market-neutral/ Event Driven - https://risk.edhec.edu/event-driven/ Fixed Income Arbitrage - https://risk.edhec.edu/fix-inc-arb/ Global Macro - https://risk.edhec.edu/global-macro/ Long/Short Equity - https://risk.edhec.edu/ls-equity/ Merger Arbitrage - https://risk.edhec.edu/merger-arb/ Relative Value - https://risk.edhec.edu/relative-value/ Short Selling - https://risk.edhec.edu/short-selling/ Funds of Funds - https://risk.edhec.edu/fof/ Acknowledgements All credit for the maintenance and upload of the data goes to EDHEC. You should check their website for additional resources:

https://risk.edhec.edu/all-downloads-hedge-funds-indices

Inspiration The EDHEC hedge fund data is the data used in examples/vignettes of PortfolioAnalytics - a package for optimizing, testing and analyzing portfolio returns. You should be easily able to expand the analysis from the vignettes just by using the larger dataset available here:

https://cran.r-project.org/web/packages/PortfolioAnalytics/index.html

The dataset has following information for 12 stocks of leading companies listed in New York Stock Exchange(NYSE): 1. Date 2.Open price: Price of stock at the start of the day 3.Close price: Price of stock at the end of the day 4.High price: Highest price reached by the stock on that day 5.Low price: Lowest price reached by the stock on that day 6.Adjusted close price: Stock price adjusted to include the annual returns (dividends) that the company offers to the shareholders 7.Volume traded: Number of stocks traded on the day

The information for every stock ranges from 1st October 2010 to 30th September 2020.

The stocks belong to different domains: -Technology/IT -Travel/Aviation/Hospitality -Banking/Financial Services and Insurance -Pharmaceuticals/Healthcare/Life Sciences

Employment statistics on the Portfolio Management & Investment Advice industry in the US

Portfolio Data Warehouse for Asset Managers Market Outlook

As per our latest research, the global Portfolio Data Warehouse for Asset Managers market size is valued at USD 4.1 billion in 2024, with a robust compound annual growth rate (CAGR) of 13.2% projected through the forecast period. By 2033, the market is expected to reach USD 12.2 billion, driven by increasing regulatory demands, the proliferation of data-driven investment strategies, and the growing need for real-time portfolio analytics. The rapid adoption of digital transformation initiatives among asset managers and the integration of advanced analytics and AI are further catalyzing market expansion.

Key growth factors propelling the Portfolio Data Warehouse for Asset Managers market include the exponential rise in data volumes generated by asset management activities and the escalating complexity of investment portfolios. Asset managers are increasingly seeking robust data warehouse solutions to consolidate disparate data sources, streamline operations, and gain actionable insights. The demand for real-time performance analytics and risk management tools has surged as global financial markets become more volatile and interconnected. These solutions enable asset managers to efficiently aggregate, cleanse, and analyze vast amounts of portfolio data, supporting more informed investment decisions and helping firms maintain a competitive edge in a rapidly evolving landscape.

Another significant driver of growth is the intensifying regulatory environment within the financial services sector. Regulations such as MiFID II, Dodd-Frank, and Basel III require asset managers to maintain comprehensive records, ensure data transparency, and provide timely, accurate reporting to regulatory authorities. Portfolio data warehouses play a crucial role in enabling compliance by centralizing and standardizing data, automating reporting processes, and ensuring data lineage and auditability. As regulatory frameworks continue to evolve, asset managers are compelled to invest in scalable and adaptable data infrastructure, further fueling demand for advanced portfolio data warehouse solutions.

Technological advancements, particularly in cloud computing, artificial intelligence, and machine learning, are also reshaping the Portfolio Data Warehouse for Asset Managers market. Cloud-based deployment models offer scalability, cost efficiency, and enhanced data accessibility, making them increasingly attractive to both large enterprises and small and medium-sized asset managers. The integration of AI and machine learning algorithms enables predictive analytics, anomaly detection, and automated data reconciliation, driving operational efficiency and reducing manual intervention. Furthermore, the shift towards open architecture and API-driven ecosystems is facilitating seamless data integration across multiple platforms and third-party applications, enhancing the overall value proposition of portfolio data warehouse solutions.

From a regional perspective, North America continues to dominate the Portfolio Data Warehouse for Asset Managers market, accounting for the largest revenue share in 2024, owing to the high concentration of asset management firms, advanced IT infrastructure, and early adoption of innovative technologies. However, Europe and the Asia Pacific region are witnessing rapid growth, driven by regulatory harmonization, increasing institutional investments, and the expansion of local asset management industries. Emerging markets in Latin America and the Middle East & Africa are also exhibiting steady growth, supported by digital transformation initiatives and rising demand for sophisticated portfolio management solutions.

Component Analysis

The Component segment of the Portfolio Data Warehouse for Asset Managers market is bifurcated into Software and Services. Software solutions form the backbone of portfol

This statistic highlights the market share of investment mandates on the Italian asset management market as of *************, broken down my mandate type. According to data, a large proportion of the asset management mandates were insurance investments (** percent). Pension plans and discretionary mandate assets accounted for *** and **** percent of the total investment portfolio, respectively.

The Investment Portfolio Management Tools market is witnessing transformative growth as investors increasingly seek sophisticated solutions to manage their assets efficiently. In an era characterized by market volatility and burgeoning financial complexities, these tools play a pivotal role in enhancing decision-mak

Investment Management Software Analysis Market size was valued at USD 1.09 Billion in 2024 and is projected to reach USD 1.63 Billion by 2031, growing at a CAGR of 5.09% from 2024 to 2031.

Global Investment Management Software Analysis Market Drivers

Increasing Complexity of Investment Portfolios: To properly evaluate, monitor, and optimize investment portfolios, which increasingly comprise a variety of asset classes and international investments, advanced investment management software is required. Growth in Digital Transition Initiatives: Investment management companies progressively implement technological solutions to optimize operations, improve decision-making, and boost overall efficiency as the financial sector experiences a digital transition. Demand for Real-Time Data and Analytics: Asset managers and investors need real-time access to market data and analytics. There is a great demand for investment management software that offers precise and timely insights into portfolio performance and market trends. Increasing Assets Under Management (AUM): The market for investment management software is being pushed by the general increase in assets under management, which is being driven by higher investments from institutional and individual investors. Transition to Cloud-Based Software: This change provides scalability, flexibility, and accessibility in terms of software solutions. Cloud-based systems are being adopted by investment management organizations to improve system agility, data storage, and communication. Growing Use of Robotic Advisory Services: The need for investment management software that facilitates automated portfolio management and client interactions is fueled by the growth of robo-advisory services propelled by automation and algorithm-based investing methods. Focus on Client Relationship Management (CRM): As businesses focus on client relationship management to deliver individualized services and sustain solid client connections, investment management software with comprehensive CRM features is in high demand.

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The ten top asset managers worldwide as of August 2025 all had assets under management worth more than *** trillion U.S. dollars. However, the leading firm - New York City-based BlackRock - managed assets much higher than this. The second largest firm in terms of assets under management was Vanguard Asset Management, BlackRock’s largest competitor, though their total assets under management are roughly *****trillion U.S. dollars less than those of BlackRock. What is asset management? Asset management refers to financial assets managed by an investment firm on behalf of others. Asset management firms, like BlackRock and Vanguard, are just one type of provider of asset management. The service can also be performed by investment banks, private banks, or wealth managers – all kinds of financial institutions with the aim of growing investors’ portfolio of financial assets. Global distribution of assets under management Assets under management in North America accounted for almost **** of the total value of global assets under management. North American assets under management were worth more than the ***** assets under management of Europe and Asia combined (excluding Japan), despite these two regions placing second and third globally in terms total value of assets under management.

The dataset contains year wise Foreign Assets, Liabilities and Net Liabilities of Asset Management Companies and Mutual Funds Note: 1. Data is for end of March every year 2. Asset Management Companies (AMCs) are financial institutions that manage investments on behalf of clients across a wide range of asset classes, not limited to mutual funds. They handle portfolios for individuals, institutions, and corporations through mutual funds, discretionary mandates, portfolio management services (PMS), ETFs, and offshore funds. 3. International Finance refers to data on India's financial transactions and position relative to the rest of the world. This covers areas like the overall external balance sheet, cross-border investments, non-resident accounts, remittances, and foreign assistance flows 4. Asset Management Companies (AMCs) and Mutual Funds (MFs) are reported separately. Although MFs are typically a subset of AMCs, here they are treated as distinct entities.

Investment Management Software Market Outlook

The global investment management software market size was valued at approximately USD 3.5 billion in 2023 and is projected to reach USD 7.6 billion by 2032, growing at a compound annual growth rate (CAGR) of 9.2% during the forecast period. This robust growth trajectory is primarily fueled by the increasing demand for sophisticated financial tools that facilitate efficient management of investment portfolios. The integration of advanced technologies such as artificial intelligence and machine learning in investment platforms is also a significant growth driver, providing enhanced analytics and decision-making capabilities that appeal to a wide range of financial institutions and individual investors. As market competition intensifies and financial products become more complex, the need for high-quality investment management software becomes critical for maintaining competitive advantage.

A significant growth factor in the investment management software market is the rising complexity of investment portfolios, necessitating advanced tools for effective management. With financial markets becoming increasingly volatile and diverse, investment firms and individual investors alike are seeking software solutions that not only simplify portfolio management but also enhance decision-making processes. This demand is further amplified by the growing trend of digital transformation across the financial services industry, where firms are leveraging technology to streamline operations, reduce costs, and improve customer engagement. Additionally, the increasing regulatory landscape worldwide is pushing firms to adopt software that can ensure compliance with various financial regulations, adding another layer of necessity for investment management solutions.

The proliferation of cloud computing is another critical factor driving growth in the investment management software market. Cloud-based solutions offer numerous advantages, including scalability, flexibility, and cost-effectiveness, making them particularly attractive to both small and medium-sized enterprises (SMEs) and larger financial institutions. By leveraging the cloud, firms can access powerful computational resources and data storage without the need for significant upfront investments in IT infrastructure. This is especially beneficial for firms looking to expand their operations globally, as cloud solutions enable seamless integration and collaboration across different geographies. Moreover, cloud-based platforms often come equipped with enhanced security features, addressing one of the primary concerns of financial institutions when it comes to digital transformation.

Furthermore, the evolving expectations of tech-savvy investors are shaping the development and adoption of investment management software. Today's investors demand real-time access to their financial information and the ability to execute trades and make adjustments to their portfolios swiftly. This has led to a surge in demand for software platforms that offer intuitive user interfaces and real-time data analytics. The rise of mobile technology and apps is also playing a pivotal role in this sector, allowing investors to manage their portfolios directly from their smartphones, thus increasing engagement and satisfaction. These technologies not only increase the accessibility of financial services but also promote a more proactive approach to investment management, driving further adoption in the market.

In the realm of investment management, the adoption of Creative Portfolio Management Software is becoming increasingly prevalent. This type of software allows asset managers to not only track and manage diverse portfolios but also to implement innovative strategies that can adapt to changing market conditions. By integrating creative tools and analytics, these platforms empower managers to explore new investment opportunities and optimize asset allocation more effectively. The ability to customize and visualize complex data sets in intuitive formats is a key feature that sets creative portfolio management software apart, making it an invaluable asset for firms aiming to differentiate themselves in a competitive market. As the demand for personalized investment solutions grows, the role of creative software in crafting tailored investment strategies becomes even more critical, driving further innovation and adoption in the industry.

Regionally, North America dominates the investment management software market thanks to its mature financial se

United States Avg Weekly Earnings: FA: Portfolio Management & Investment Advice data was reported at 2,661.750 USD in Mar 2025. This records a decrease from the previous number of 2,678.930 USD for Feb 2025. United States Avg Weekly Earnings: FA: Portfolio Management & Investment Advice data is updated monthly, averaging 1,880.830 USD from Mar 2006 (Median) to Mar 2025, with 229 observations. The data reached an all-time high of 2,678.930 USD in Feb 2025 and a record low of 1,453.860 USD in Mar 2006. United States Avg Weekly Earnings: FA: Portfolio Management & Investment Advice data remains active status in CEIC and is reported by U.S. Bureau of Labor Statistics. The data is categorized under Global Database’s United States – Table US.G: Current Employment Statistics: Average Weekly Earnings.

ESG Data Marketplaces Market Outlook

According to our latest research, the global ESG Data Marketplaces market size reached USD 2.3 billion in 2024, reflecting increasing demand for high-quality environmental, social, and governance data across industries. The market is poised for robust expansion, with a projected CAGR of 18.7% from 2025 to 2033. By 2033, the ESG Data Marketplaces market size is forecasted to reach approximately USD 12.7 billion. This significant growth is driven by the escalating need for transparent ESG reporting, regulatory compliance, and the integration of sustainability metrics into investment and corporate decision-making processes.

A primary growth factor for the ESG Data Marketplaces market is the global surge in ESG investing. Institutional and retail investors are increasingly demanding reliable and granular ESG data to guide their investment strategies, as sustainability considerations become integral to portfolio management. The proliferation of sustainable finance regulations, such as the European Union’s Sustainable Finance Disclosure Regulation (SFDR) and the Task Force on Climate-related Financial Disclosures (TCFD), has compelled asset managers and corporations to seek comprehensive ESG datasets. As a result, ESG Data Marketplaces have become essential in aggregating, standardizing, and distributing this critical information, fueling their adoption across financial institutions and corporate entities alike.

Another key driver is the evolving corporate landscape, where organizations are under mounting pressure from stakeholders, including customers, employees, and regulators, to demonstrate their ESG commitments. Companies are now leveraging ESG Data Marketplaces to benchmark their performance, identify gaps, and report on sustainability initiatives with accuracy and transparency. The rise in voluntary and mandatory ESG disclosures is pushing corporates to invest in sophisticated data platforms that offer real-time analytics, customizable reporting, and integration with existing enterprise resource planning (ERP) systems. This trend is further amplified by the increasing use of artificial intelligence and machine learning in ESG analytics, which enhances the predictive power and actionable insights derived from ESG data.

Technological advancements and the growing adoption of cloud-based solutions are also accelerating the expansion of the ESG Data Marketplaces market. Cloud deployment offers scalability, flexibility, and cost-effectiveness, enabling users to access vast repositories of ESG data from any location. Additionally, the integration of APIs and data interoperability standards is improving data accessibility and usability, fostering a more collaborative ESG ecosystem. These technological innovations are not only reducing the barriers to entry for smaller organizations but are also supporting the development of niche ESG data services tailored to specific industries and regulatory requirements.

From a regional perspective, North America and Europe currently dominate the ESG Data Marketplaces market, owing to advanced regulatory frameworks, strong investor activism, and high adoption rates among financial institutions. However, the Asia Pacific region is exhibiting the fastest growth, driven by increasing sustainability initiatives, government mandates, and the rapid expansion of capital markets. Countries such as Japan, China, and Australia are witnessing a surge in ESG data demand, as local companies seek to align with global best practices and attract international investors. Meanwhile, emerging markets in Latin America and Middle East & Africa are gradually embracing ESG data solutions, albeit at a slower pace, as awareness and regulatory support continue to build.

Component Analysis

The ESG Data Marketplaces market is segmented by component into Platform and Services. Platforms represent the backbo

Investment Portfolio Management Software Market Outlook

The global investment portfolio management software market size is projected to reach USD 15.3 billion by 2032, from USD 6.7 billion in 2023, exhibiting a compound annual growth rate (CAGR) of 9.5% during the forecast period. This significant growth can be attributed to the increasing demand for sophisticated investment management tools, the growing adoption of cloud-based solutions, and the rising need for effective risk management and regulatory compliance in the finance sector.

One of the primary drivers of this market is the increasing sophistication and complexity of investment portfolios. As investors seek higher returns, they are diversifying their portfolios with a mix of traditional and alternative investments. This diversification necessitates advanced tools capable of handling complex calculations, real-time data analytics, and comprehensive reporting. Investment portfolio management software meets these needs by providing robust features that facilitate better decision-making and risk management. Additionally, the rise of robo-advisors and automated trading systems has further propelled the demand for such software, ensuring that both individual and institutional investors can maximize their returns while minimizing risks.

Another significant growth factor is the increasing adoption of cloud-based solutions. Cloud technology offers several advantages, including cost efficiency, scalability, and accessibility. By leveraging cloud-based investment portfolio management software, firms can access real-time data and analytics from anywhere, enabling better collaboration and more efficient management of portfolios. Moreover, cloud solutions often come with advanced security features and regular updates, ensuring that users are protected against the latest cybersecurity threats and benefit from the latest technological advancements. The shift towards cloud-based solutions is expected to continue driving market growth, as more firms recognize the benefits of this technology.

The need for stringent regulatory compliance and effective risk management is also a critical driver for the investment portfolio management software market. Financial institutions and investment firms operate in a highly regulated environment, and failure to comply with regulations can result in significant penalties and reputational damage. Investment portfolio management software helps firms stay compliant by automating regulatory reporting, monitoring for potential risks, and providing comprehensive audit trails. This not only reduces the risk of non-compliance but also enhances operational efficiency by minimizing manual processes and reducing the likelihood of human errors.

Asset Performance Management Software is becoming increasingly integral to the financial sector, particularly in the realm of investment portfolio management. As firms strive to optimize the performance of their assets, they are turning to advanced software solutions that provide real-time analytics and predictive insights. This software helps in identifying underperforming assets and reallocating resources to maximize returns. By integrating Asset Performance Management Software, financial institutions can enhance their decision-making processes, reduce operational costs, and improve overall asset utilization. This trend is particularly evident in sectors where asset-heavy investments are prevalent, and the need for precise performance tracking is critical.

Regionally, North America is expected to hold the largest market share due to the presence of a large number of financial institutions and investment firms. The region's robust technological infrastructure and early adoption of advanced software solutions further contribute to its dominance. However, the Asia Pacific region is anticipated to witness the highest growth rate, driven by the increasing digitalization of financial services, rapid economic growth, and a growing number of high-net-worth individuals. Additionally, countries like China and India are making significant investments in fintech, which is expected to boost the adoption of investment portfolio management software in the region.

Component Analysis

The investment portfolio management software market can be segmented by component into software and services. The software segment dominates the market and includes various types of software solutions designed to enhance portfolio management effici