58 datasets found
  1. Share of Americans investing money in the stock market 1999-2024

    • statista.com
    Updated Oct 8, 2024
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    Statista (2024). Share of Americans investing money in the stock market 1999-2024 [Dataset]. https://www.statista.com/statistics/270034/percentage-of-us-adults-to-have-money-invested-in-the-stock-market/
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    Dataset updated
    Oct 8, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    1999 - 2024
    Area covered
    United States
    Description

    In 2024, 62 percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years, and is still below the levels before the Great Recession, when it peaked in 2007 at 65 percent. What is the stock market? The stock market can be defined as a group of stock exchanges, where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the Financial Crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

  2. Popularity of investment securities in the UK 2022, by share of investors

    • statista.com
    Updated Sep 27, 2023
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    Statista (2023). Popularity of investment securities in the UK 2022, by share of investors [Dataset]. https://www.statista.com/statistics/1415205/popularity-of-investment-securities-in-the-uk-by-portion-of-investors/
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    Dataset updated
    Sep 27, 2023
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2022
    Area covered
    United Kingdom
    Description

    The most popular financial security among investors in the United Kingdom (UK) in 2022 was stocks or shares, with over 40 percent of investors holding stocks or shares in their portfolio. CFDs - or contracts - for difference were the least popular form of investment in the UK.

  3. Value of share trading globally 2023

    • statista.com
    Updated May 31, 2024
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    Statista (2024). Value of share trading globally 2023 [Dataset]. https://www.statista.com/statistics/242745/volume-of-global-equity-trading/
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    Dataset updated
    May 31, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Area covered
    Worldwide
    Description

    The total value of global equity trading worldwide in 2023 amounted to approximately 130 trillion U.S. dollars.What is equity trading? A stock is a piece of equity in a company. The shareholders of a publicly traded company literally own a piece of that company, although it may be very small depending on the number of outstanding shares the company has issued. These transactions typically take place through a stock exchange. Choosing the right stock Many investors use a financial advisor to help them select the stocks in their portfolio. Others do their own research, making bets on industry trends or a particular company’s strategy. While many of these lose money, the most successful investors make billions of U.S. dollars.

  4. What are the most successful trading algorithms? (NSE RBLBANK Stock...

    • kappasignal.com
    Updated Nov 20, 2022
    + more versions
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    KappaSignal (2022). What are the most successful trading algorithms? (NSE RBLBANK Stock Forecast) (Forecast) [Dataset]. https://www.kappasignal.com/2022/11/what-are-most-successful-trading_20.html
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    Dataset updated
    Nov 20, 2022
    Dataset provided by
    ACPrINC
    Authors
    KappaSignal
    License

    https://www.kappasignal.com/p/legal-disclaimer.htmlhttps://www.kappasignal.com/p/legal-disclaimer.html

    Description

    This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

    What are the most successful trading algorithms? (NSE RBLBANK Stock Forecast)

    Financial data:

    • Historical daily stock prices (open, high, low, close, volume)

    • Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

    • Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

    Machine learning features:

    • Feature engineering based on financial data and technical indicators

    • Sentiment analysis data from social media and news articles

    • Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

    Potential Applications:

    • Stock price prediction

    • Portfolio optimization

    • Algorithmic trading

    • Market sentiment analysis

    • Risk management

    Use Cases:

    • Researchers investigating the effectiveness of machine learning in stock market prediction

    • Analysts developing quantitative trading Buy/Sell strategies

    • Individuals interested in building their own stock market prediction models

    • Students learning about machine learning and financial applications

    Additional Notes:

    • The dataset may include different levels of granularity (e.g., daily, hourly)

    • Data cleaning and preprocessing are essential before model training

    • Regular updates are recommended to maintain the accuracy and relevance of the data

  5. What are the most successful trading algorithms? (AII:TSX Stock Forecast)...

    • kappasignal.com
    Updated Nov 22, 2022
    + more versions
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    KappaSignal (2022). What are the most successful trading algorithms? (AII:TSX Stock Forecast) (Forecast) [Dataset]. https://www.kappasignal.com/2022/11/what-are-most-successful-trading_22.html
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    Dataset updated
    Nov 22, 2022
    Dataset provided by
    ACPrINC
    Authors
    KappaSignal
    License

    https://www.kappasignal.com/p/legal-disclaimer.htmlhttps://www.kappasignal.com/p/legal-disclaimer.html

    Description

    This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

    What are the most successful trading algorithms? (AII:TSX Stock Forecast)

    Financial data:

    • Historical daily stock prices (open, high, low, close, volume)

    • Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

    • Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

    Machine learning features:

    • Feature engineering based on financial data and technical indicators

    • Sentiment analysis data from social media and news articles

    • Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

    Potential Applications:

    • Stock price prediction

    • Portfolio optimization

    • Algorithmic trading

    • Market sentiment analysis

    • Risk management

    Use Cases:

    • Researchers investigating the effectiveness of machine learning in stock market prediction

    • Analysts developing quantitative trading Buy/Sell strategies

    • Individuals interested in building their own stock market prediction models

    • Students learning about machine learning and financial applications

    Additional Notes:

    • The dataset may include different levels of granularity (e.g., daily, hourly)

    • Data cleaning and preprocessing are essential before model training

    • Regular updates are recommended to maintain the accuracy and relevance of the data

  6. b

    Stock Market Dataset

    • brightdata.com
    .json, .csv, .xlsx
    Updated Feb 5, 2023
    + more versions
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    Bright Data (2023). Stock Market Dataset [Dataset]. https://brightdata.com/products/datasets/financial/stock-market
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    .json, .csv, .xlsxAvailable download formats
    Dataset updated
    Feb 5, 2023
    Dataset authored and provided by
    Bright Data
    License

    https://brightdata.com/licensehttps://brightdata.com/license

    Area covered
    Worldwide
    Description

    Use our Stock Market dataset to access comprehensive financial and corporate data, including company profiles, stock prices, market capitalization, revenue, and key performance metrics. This dataset is tailored for financial analysts, investors, and researchers to analyze market trends and evaluate company performance.

    Popular use cases include investment research, competitor benchmarking, and trend forecasting. Leverage this dataset to make informed financial decisions, identify growth opportunities, and gain a deeper understanding of the business landscape. The dataset includes all major data points: company name, company ID, summary, stock ticker, earnings date, closing price, previous close, opening price, and much more.

  7. Most attractive property sectors for investment in the Americas 2017-2023

    • statista.com
    • flwrdeptvarieties.store
    Updated Apr 29, 2024
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    Statista (2024). Most attractive property sectors for investment in the Americas 2017-2023 [Dataset]. https://www.statista.com/statistics/915093/most-attractive-property-sectors-investment-americas/
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    Dataset updated
    Apr 29, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Dec 2022
    Area covered
    North America, Central and South America
    Description

    Multifamily was the most popular property sector among investors in the Americas in 2023. According to a survey among investors in the Americas' commercial property sector, about 37 percent of respondents showed preference for this type of real estate. Industrial real estate came in second with 27 percent of respondents.

  8. d

    Vision Private Equity Data for Deal Sourcing | US Consumer Transaction Data...

    • datarade.ai
    .csv, .xls
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    Consumer Edge, Vision Private Equity Data for Deal Sourcing | US Consumer Transaction Data | 100M Accounts, 12K Merchants, 800+ Companies, 600 Tickers [Dataset]. https://datarade.ai/data-products/consumer-edge-vision-private-equity-data-for-deal-sourcing-consumer-edge
    Explore at:
    .csv, .xlsAvailable download formats
    Dataset authored and provided by
    Consumer Edge
    Area covered
    United States of America
    Description

    Consumer Edge is a leader in alternative consumer data for public and private investors and corporate clients. CE Transact Signal is an aggregated transaction feed that includes consumer transaction data on 100M+ credit and debit cards, including 14M+ active monthly users. Capturing online, offline, and 3rd-party consumer spending on public and private companies, data covers 12K+ merchants and deep demographic and geographic breakouts. Track detailed consumer behavior patterns, including retention, purchase frequency, and cross shop in addition to total spend, transactions, and dollars per transaction.

    Consumer Edge’s consumer transaction datasets offer insights into industries across consumer and discretionary spend such as: • Apparel, Accessories, & Footwear • Automotive • Beauty • Commercial – Hardlines • Convenience / Drug / Diet • Department Stores • Discount / Club • Education • Electronics / Software • Financial Services • Full-Service Restaurants • Grocery • Ground Transportation • Health Products & Services • Home & Garden • Insurance • Leisure & Recreation • Limited-Service Restaurants • Luxury • Miscellaneous Services • Online Retail – Broadlines • Other Specialty Retail • Pet Products & Services • Sporting Goods, Hobby, Toy & Game • Telecom & Media • Travel

    This data sample illustrates how Consumer Edge data can be used by private investors for deal sourcing, providing daily spend for 12,000 brands by channel.

    Inquire about a CE subscription to perform more complex, near real-time deal sourcing, diligence, and portfolio monitoring analysis functions on public tickers and private brands like: • Screen fast-growing brands in any consumer industry or subindustry • Search for lagging companies open to capital discussions

    Consumer Edge offers a variety of datasets covering the US and Europe (UK, Austria, France, Germany, Italy, Spain), with subscription options serving a wide range of business needs.

    Use Case: Deal Sourcing & Diligence

    Problem A $35B Private Equity company focused on growth & venture, credit, and public equity investing in later-stage companies was looking for a data solution to enable them to source and vet the health of potential investments vs. their peers and their industry. With limited visibility, they were seeking a data solution that would seamlessly and easily provide concrete data and analytics for their assessments.

    Solution The firm leveraged CE data to monitor and report weekly on: • Sourcing: With the support of Consumer Edge’s Insight team, the firm set up dashboard views to find and track the struggling firms that are open to capital needs. • Diligence: The firm vetted the health of a potential investment target vs. their peers and their industry by monitoring key metrics such as YoY growth, spend amount % growth, transactions, and of transactions % growth.

    Impact The diligence team able to: • Identify three target acquisition companies based on historic performance • Set benchmarks vs. competition and monitor growth trends • Develop growth plans for post-acquisition strategy

    Corporate researchers and consumer insights teams use CE Vision for:

    Corporate Strategy Use Cases • Ecommerce vs. brick & mortar trends • Real estate opportunities • Economic spending shifts

    Marketing & Consumer Insights • Total addressable market view • Competitive threats & opportunities • Cross-shopping trends for new partnerships • Demo and geo growth drivers • Customer loyalty & retention

    Investor Relations • Shareholder perspective on brand vs. competition • Real-time market intelligence • M&A opportunities

    Most popular use cases for private equity and venture capital firms include: • Deal Sourcing • Live Diligences • Portfolio Monitoring

    Public and private investors can leverage insights from CE’s synthetic data to assess investment opportunities, while consumer insights, marketing, and retailers can gain visibility into transaction data’s potential for competitive analysis, understanding shopper behavior, and capturing market intelligence.

    Most popular use cases among public and private investors from quant and systematic funds to quantamental and fundamental funds include: • Track Key KPIs to Company-Reported Figures • Understanding TAM for Focus Industries • Competitive Analysis • Evaluating Public, Private, and Soon-to-be-Public Companies • Ability to Explore Geographic & Regional Differences • Cross-Shop & Loyalty • Drill Down to SKU Level & Full Purchase Details • Customer lifetime value • Earnings predictions • Uncovering macroeconomic trends • Analyzing market share • Performance benchmarking • Understanding share of wallet • Seeing subscription trends

    Fields Include: • Day • Merchant • Subindustry • Industry • Spend • Transactions • Spend per Transaction (derivable) • Cardholder State • Cardholder CBSA • Cardholder CSA • Age • Income • Wealth •...

  9. Preferred investment opportunities in Germany in 2022 and 2023

    • statista.com
    Updated Jan 3, 2024
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    Statista (2024). Preferred investment opportunities in Germany in 2022 and 2023 [Dataset]. https://www.statista.com/statistics/1365755/investment-opportunities-preferred-germany/
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    Dataset updated
    Jan 3, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Dec 4, 2023 - Dec 8, 2023
    Area covered
    Germany
    Description

    In 2023, the most popular investment opportunities in Germany were savings accounts or plans, shares in a fund and stocks. Less used options included precious metals and cryptocurrency.

  10. D

    Investment Management Software Market Research Report 2032

    • dataintelo.com
    csv, pdf, pptx
    Updated Jan 7, 2025
    + more versions
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    Dataintelo (2025). Investment Management Software Market Research Report 2032 [Dataset]. https://dataintelo.com/report/global-investment-management-software-market
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    pdf, pptx, csvAvailable download formats
    Dataset updated
    Jan 7, 2025
    Dataset authored and provided by
    Dataintelo
    License

    https://dataintelo.com/privacy-and-policyhttps://dataintelo.com/privacy-and-policy

    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    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

  11. Total net assets of US-based mutual funds worldwide 1998-2023

    • statista.com
    Updated Jun 18, 2024
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    Statista (2024). Total net assets of US-based mutual funds worldwide 1998-2023 [Dataset]. https://www.statista.com/statistics/255518/mutual-fund-assets-held-by-investment-companies-in-the-united-states/
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    Dataset updated
    Jun 18, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Area covered
    Worldwide
    Description

    The total global net assets of mutual funds registered in the United States amounted to approximately 25.5 trillion U.S. dollars in 2023, compared to around 5.53 trillion U.S. dollars in 1998. Mutual funds - additional information Mutual funds are investment funds in which the capital is pooled from a number of different investors and then used to buy securities such as stocks, bonds or money market instruments. Although investing in mutual funds, rather than direct investment in individual securities, still presents a certain degree of risk, it has become more and more common practice around the world. One of the biggest advantages of this type of investment is the fact that the fund assets are managed by professionals, who aim to eliminate some of the risk involved in investing in individual stocks and bonds through diversification of assets. As of 2022, there were almost 7,400 mutual funds domiciled in the United States. There are four main types of mutual funds, categorized by the nature of their principal investments, namely: stock or equity funds (whether domestic or international), bond or fixed income funds, money market funds and hybrid funds. In 2022, domestic equity funds were the most popular category in the United States, representing 46 percent of all mutual fund and ETF assets.

  12. Private Equity (PE) Funding Data | Global Investment Professionals | Contact...

    • datarade.ai
    Updated Feb 12, 2018
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    Success.ai (2018). Private Equity (PE) Funding Data | Global Investment Professionals | Contact Details for Fund Managers | Best Price Guaranteed [Dataset]. https://datarade.ai/data-products/private-equity-pe-funding-data-global-investment-professi-success-ai
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    .bin, .json, .xml, .csv, .xls, .sql, .txtAvailable download formats
    Dataset updated
    Feb 12, 2018
    Dataset provided by
    Area covered
    Venezuela (Bolivarian Republic of), Myanmar, Namibia, Lao People's Democratic Republic, French Southern Territories, Antigua and Barbuda, Kuwait, Indonesia, Turks and Caicos Islands, Sierra Leone
    Description

    Success.ai’s Private Equity (PE) Funding Data provides reliable, verified access to the contact details of investment professionals, fund managers, analysts, and executives operating in the global private equity landscape. Drawn from over 170 million verified professional profiles, this dataset includes work emails, direct phone numbers, and LinkedIn profiles for key decision-makers in PE firms. Whether you’re seeking new investment opportunities, looking to pitch your services, or building strategic relationships, Success.ai delivers continuously updated and AI-validated data to ensure your outreach is both precise and effective.

    Why Choose Success.ai’s Private Equity Professionals Data?

    1. Comprehensive Contact Information

      • Access verified work emails, direct phone numbers, and social profiles for PE fund managers, analysts, partners, and principals.
      • AI-driven validation ensures 99% accuracy, reducing wasted efforts and enabling confident communication with industry leaders.
    2. Global Reach Across Private Equity Markets

      • Includes profiles of professionals involved in leveraged buyouts, growth capital, venture investments, and secondary market deals.
      • Covers North America, Europe, Asia-Pacific, South America, and the Middle East, ensuring a global perspective on PE investments.
    3. Continuously Updated Datasets

      • Real-time updates keep you informed about changes in roles, firm structures, and portfolio focus, helping you stay aligned with an ever-evolving investment environment.
    4. Ethical and Compliant

      • Adheres to GDPR, CCPA, and other international data privacy regulations, ensuring your outreach is both ethical and legally compliant.

    Data Highlights:

    • 170M+ Verified Professional Profiles: Includes private equity professionals, decision-makers, and influential players worldwide.
    • 50M Work Emails: AI-validated for direct, accurate communication.
    • 30M Company Profiles: Gain insights into private equity firms, their portfolio companies, investment stages, and sector focuses.
    • 700M Global Professional Profiles: Enriched datasets supporting broad market analysis, strategic planning, and competitive assessments.

    Key Features of the Dataset:

    1. Investment Decision-Maker Profiles

      • Identify and connect with fund managers, dealmakers, and senior executives overseeing capital allocation, portfolio management, and exit strategies.
      • Engage with professionals who influence investment theses, valuation approaches, and cross-border deals.
    2. Advanced Filters for Precision Targeting

      • Refine outreach by region, deal size, industry preference, fund type, or specific job functions within the PE firm.
      • Tailor campaigns to align with unique investment philosophies, market segments, and strategic focuses.
    3. AI-Driven Enrichment

      • Profiles are enriched with actionable data, equipping you with insights to personalize messaging, highlight unique value propositions, and enhance engagement outcomes.

    Strategic Use Cases:

    1. Deal Origination and Pipeline Building

      • Reach out to PE fund managers and analysts to present investment opportunities, co-investment deals, or M&A prospects.
      • Identify partners receptive to new growth capital deployments, early-stage investments, or strategic acquisitions.
    2. Advisory and Professional Services

      • Offer due diligence, valuation, legal, or consulting services directly to decision-makers at private equity firms.
      • Position your expertise to streamline deal execution, portfolio optimization, or exit planning.
    3. Fundraising and Investor Relations

      • Connect with IR professionals, placement agents, and fund administrators to discuss fundraising targets, investor outreach strategies, or institutional capital requirements.
      • Engage with professionals managing limited partner relationships, capital calls, and reporting obligations.
    4. Market Research and Competitive Intelligence

      • Utilize PE data for comprehensive market analysis, competitor benchmarking, and trend identification.
      • Understand investment patterns, portfolio performance, and sector preferences to refine your business strategies.

    Why Choose Success.ai?

    1. Best Price Guarantee

      • Secure premium-quality verified data at competitive prices, maximizing the ROI of your outreach and lead-generation efforts.
    2. Seamless Integration

      • Incorporate verified contact data into your CRM or marketing automation platforms using APIs or downloadable formats for streamlined data management.
    3. Data Accuracy with AI Validation

      • Rely on 99% accuracy to guide data-driven decisions, improve targeting, and enhance the effectiveness of your investment-related initiatives.
    4. Customizable and Scalable Solutions

      • Adapt datasets to focus on particular geographies, deal sizes, or industry sectors, adjusting as your business needs evolve.

    ...

  13. Private Equity Market Analysis North America, Europe, APAC, Middle East and...

    • technavio.com
    Updated Oct 1, 2002
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    Technavio (2002). Private Equity Market Analysis North America, Europe, APAC, Middle East and Africa, South America - US, China, Germany, Canada, UK, Japan, India, Australia, France, Brazil - Size and Forecast 2025-2029 [Dataset]. https://www.technavio.com/report/private-equity-market-analysis
    Explore at:
    Dataset updated
    Oct 1, 2002
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2021 - 2025
    Area covered
    Global, Canada, United States, Germany, United Kingdom
    Description

    Snapshot img

    Private Equity Market Size 2025-2029

    The private equity market size is forecast to increase by USD 885.7 billion at a CAGR of 9.5% between 2024 and 2029.

    The market is experiencing significant growth, driven by an increasing number of high-net-worth individuals (HNWIs) worldwide. According to various estimates, the global population of HNWIs is projected to reach new heights, providing a substantial pool of potential investors for private equity firms. This trend, coupled with the continued search for higher returns, is leading to a in private equity deals. However, this market is not without challenges. The increasing complexity of transactions and associated risks is a major concern for investors. Regulatory scrutiny, economic uncertainty, and geopolitical risks are also factors that can impact the success of private equity investments. To capitalize on the opportunities presented by this market, companies must carefully assess potential risks and implement risk management strategies. Additionally, they must stay abreast of regulatory changes and adapt to shifting market conditions to remain competitive. By navigating these challenges effectively, private equity firms can successfully grow their portfolios and generate attractive returns for their investors.

    What will be the Size of the Private Equity Market during the forecast period?

    Request Free SampleThe market, a prominent investment class, continues to garner significant attention from high net individuals and institutional investors alike. This dynamic industry, a key component of the PE industry, is characterized by its ability to provide value-creating capabilities through strategic pathways. Private equity deals typically involve the acquisition of portfolio companies, often in growth sectors such as technology and energy & power, with the intent to expand their operations and enhance profitability. Deal sizes vary, catering to diverse investment appetites. Skilled professionals spearhead the due diligence process, assessing potential investments based on their strategic fit and growth potential. Key catalysts driving the market include impact investing, the increasing involvement of sovereign wealth funds and pension schemes, and the ongoing technological innovation shaping various industries. RIL Group companies and other PE firms play a pivotal role in this landscape, fostering a start-up culture and driving economic growth.

    How is this Private Equity Industry segmented?

    The private equity industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD billion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. End-userPrivately held companiesStart-up companiesApplicationLeveraged buyoutsVenture capitalEquity investmentEnterpreneurshipInvestmentsLarge CapUpper Middle MarketLower Middle MarketReal EstateLarge CapUpper Middle MarketLower Middle MarketReal EstateGeographyNorth AmericaUSCanadaEuropeFranceGermanyUKAPACAustraliaChinaIndiaJapanMiddle East and AfricaSouth AmericaBrazil

    By End-user Insights

    The privately held companies segment is estimated to witness significant growth during the forecast period.The markets primarily consist of privately held companies. One investment class within private equity is fixed-income private equity, which functions as a bond fund investing in various fixed-income securities, including corporate, municipal, and treasury bonds, on a centralized stock exchange. This differs from most corporate bonds, which are typically sold through bond brokers, limiting exposure to the stock exchange for bond buyers. Fixed-income private equity offers investors regular, fixed returns over a defined period, similar to bank fixed deposits. The PE industry is driven by skilled professionals seeking value-creating capabilities through strategic pathways. Key catalysts include sovereign wealth funds, pension schemes, and high net individuals. Private equity deals span various sectors, such as energy & power, and non-hazardous solid waste, recycling services, and waste-to-energy solutions. Technological innovation, particularly in the tech sector, is a significant focus, with digital disruption impacting early-stage startups and mature tech companies alike. Private equity fund managers employ various investment tools, including leveraged buyouts, venture capital, equity stakes, debt financing, and public markets, to build and expand their portfolio companies. Exit strategy considerations, regulatory complexities, and evolving compliance requirements are essential factors in the private equity landscape. Capital allocation, fund returns, and investment structures are crucial elements for fund managers to navigate, along with transaction value, cash reserves, and market forces.

    Get a glance at the market report of share of various segments Requ

  14. Top performing investment funds owned by Vanguard worldwide 2024, by...

    • statista.com
    Updated Aug 13, 2024
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    Statista (2024). Top performing investment funds owned by Vanguard worldwide 2024, by one-year return [Dataset]. https://www.statista.com/statistics/1261571/top-performing-investment-funds-owned-by-vanguard-worldwide-by-one-year-return/
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    Dataset updated
    Aug 13, 2024
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Jun 24, 2024
    Area covered
    Worldwide
    Description

    As of June 2024, the Vanguard Mega Cap Growth Index provided the highest one-year return rate. The Vanguard Russell 1000 Growth Index Fund ranked second having a one-year return rate of 36.3 percent. As of June 2024, the Vanguard Total Stock Market Index Fund was the largest fund owned by Vanguard, with net assets under management worth approximately 1.55 trillion U.S. dollars. What is the difference between mutual funds and exchange traded funds? Both mutual funds and exchange traded funds (ETFs) originate from the concept of pooled fund investing, which bundles securities together to offer investors a more diversified portfolio. However, mutual funds and ETFs have some key differences. For instance, ETFs offer more flexible trading as they trade during the day like stocks, while mutual funds only allow transactions at the end of the day. Moreover, ETFs are mostly passively-managed and mirror a designated index. On the other hand, mutual funds are typically actively-managed, as it can be seen by comparing the number of actively and passively-managed mutual funds in the United States. Vanguard Founded by John C. Bogle in 1975, Vanguard is a U.S. asset management company that offers both mutual funds and ETFs. Headquartered in Malvern, Pennsylvania, Vanguard was the second largest provider of ETFs in the United States after BlackRock Financial Management, with assets under management worth almost 2.2 trillion U.S. dollars. Likewise, in 2024, Vanguard ranked among the largest providers of mutual funds worldwide. The total assets under management of Vanguard increased considerably since its foundation in 1975, and peaked at 8.6 trillion U.S. dollars in 2024.

  15. F

    Financial Management and Investment Software Report

    • archivemarketresearch.com
    doc, pdf, ppt
    Updated Mar 11, 2025
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    AMA Research & Media LLP (2025). Financial Management and Investment Software Report [Dataset]. https://www.archivemarketresearch.com/reports/financial-management-and-investment-software-55991
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    pdf, doc, pptAvailable download formats
    Dataset updated
    Mar 11, 2025
    Dataset provided by
    AMA Research & Media LLP
    License

    https://www.archivemarketresearch.com/privacy-policyhttps://www.archivemarketresearch.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The global Financial Management and Investment Software market is experiencing robust growth, driven by increasing adoption of digital platforms for financial planning and investment management. The market's size in 2025 is estimated at $150 billion, projecting a Compound Annual Growth Rate (CAGR) of 12% from 2025 to 2033. This expansion is fueled by several key factors. The rising prevalence of smartphones and readily available internet access is making sophisticated investment tools accessible to a wider audience, including younger demographics. Furthermore, the increasing demand for personalized financial advice and automated portfolio management solutions is significantly boosting market growth. The rising complexity of global financial markets also necessitates the use of advanced software for effective risk management and informed decision-making, further driving demand. Segmentation within the market reveals strong growth in both mobile and PC versions of the software, with the commercial sector exhibiting higher adoption rates than the personal sector due to increased budget allocation for efficient financial management and compliance. While data security concerns and the high initial cost of implementation pose some challenges, the long-term benefits of improved efficiency and enhanced investment outcomes are overcoming these restraints. The competitive landscape is characterized by a mix of established players like Tencent, Fidelity, and Schwab, alongside a burgeoning number of fintech startups offering innovative solutions. The geographic distribution shows strong performance in North America and Europe, attributed to higher levels of financial literacy and technological infrastructure. However, the Asia-Pacific region is anticipated to demonstrate the most rapid growth in the coming years, fueled by the expanding middle class and increasing smartphone penetration. The continued integration of Artificial Intelligence (AI) and Machine Learning (ML) into financial management and investment software is expected to further transform the market, providing users with more sophisticated analytical capabilities, personalized recommendations, and predictive insights. This evolution promises to enhance user experience and drive further market expansion throughout the forecast period.

  16. P

    Passive ETF Report

    • archivemarketresearch.com
    doc, pdf, ppt
    Updated Mar 6, 2025
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    AMA Research & Media LLP (2025). Passive ETF Report [Dataset]. https://www.archivemarketresearch.com/reports/passive-etf-51955
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    pdf, ppt, docAvailable download formats
    Dataset updated
    Mar 6, 2025
    Dataset provided by
    AMA Research & Media LLP
    License

    https://www.archivemarketresearch.com/privacy-policyhttps://www.archivemarketresearch.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The Passive ETF market is experiencing robust growth, driven by increasing investor preference for low-cost, diversified investment strategies. The market, estimated at $10 trillion in 2025, is projected to exhibit a Compound Annual Growth Rate (CAGR) of 12% from 2025 to 2033. This expansion is fueled by several key factors: the growing popularity of index funds and ETFs among retail and institutional investors seeking efficient market exposure; the rise of robo-advisors and automated investment platforms that heavily utilize passive investment strategies; and ongoing technological advancements that are lowering the barriers to entry and making ETF trading more accessible. The segment's growth is further amplified by the increasing complexity of the financial markets, leading investors to seek simpler, more transparent, and cost-effective solutions. Different ETF types, such as Bond ETFs, Stock ETFs, and Sector ETFs, contribute significantly to this growth, with Stock ETFs currently dominating the market share. While the increasing popularity of active ETFs presents some level of competition, passive strategies continue to attract substantial investment due to their proven long-term performance and cost-effectiveness. Geographic distribution shows significant regional variations. North America currently holds the largest market share, driven by the robust presence of major ETF providers and a developed financial infrastructure. However, Asia-Pacific is predicted to witness significant growth over the forecast period, fueled by increasing financial literacy and a burgeoning middle class. The sales channels are split between direct and indirect sales, with institutional investors heavily favoring direct sales while retail investors primarily engage with indirect sales through brokers and financial advisors. This distribution channel difference is anticipated to remain consistent over the projected period, influenced by the distinct investment strategies and market access of institutional versus retail investors. The competitive landscape is highly fragmented, with major players such as BlackRock, Vanguard, and State Street Global Advisors leading the charge. However, the market remains receptive to innovation and emerging players, particularly in regions experiencing rapid growth.

  17. Countries with largest stock markets globally 2024

    • statista.com
    Updated Mar 10, 2025
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    Countries with largest stock markets globally 2024 [Dataset]. https://www.statista.com/statistics/710680/global-stock-markets-by-country/
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    Dataset updated
    Mar 10, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2023
    Area covered
    Worldwide
    Description

    In 2024, stock markets in the United States accounted for roughly 60 percent of world stocks. The next largest country by stock market share was Japan, followed by the United Kingdom. The New York Stock Exchange (NYSE) and the NASDAQ are the largest stock exchange operators worldwide. What is a stock exchange? The first modern publicly traded company was the Dutch East Industry Company, which sold shares to the general public to fund expeditions to Asia. Since then, groups of companies have formed exchanges in which brokers and dealers can come together and make transactions in one space. Stock market indices group companies trading on a given exchange, giving an idea of how they evolve in real time. Appeal of stock ownership Over half of adults in the United States are investing money in the stock market. Stocks are an attractive investment because the possible return is higher than offered by other financial instruments.

  18. f

    Correlation matrix.

    • figshare.com
    xls
    Updated Apr 16, 2024
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    Baixiang Wang; Muhammad Waris; Katarzyna Adamiak; Mohammad Adnan; Hawkar Anwer Hamad; Saad Mahmood Bhatti (2024). Correlation matrix. [Dataset]. http://doi.org/10.1371/journal.pone.0295853.t002
    Explore at:
    xlsAvailable download formats
    Dataset updated
    Apr 16, 2024
    Dataset provided by
    PLOS ONE
    Authors
    Baixiang Wang; Muhammad Waris; Katarzyna Adamiak; Mohammad Adnan; Hawkar Anwer Hamad; Saad Mahmood Bhatti
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Description

    The COVID-19 pandemic has emerged as a significant event of the current century, introducing substantial transformations in economic and social activities worldwide. The primary objective of this study is to investigate the relationship between daily COVID-19 cases and Pakistan stock market (PSX) return volatility. To assess the relationship between daily COVID-19 cases and the PSX return volatility, we collected secondary data from the World Health Organization (WHO) and the PSX website, specifically focusing on the PSX 100 index, spanning from March 15, 2020, to March 31, 2021. We used the GARCH family models for measuring the volatility and the COVID-19 impact on the stock market performance. Our E-GARCH findings show that there is long-term persistence in the return volatility of the stock market of Pakistan in the period of the COVID-19 timeline because ARCH alpha (ω1) and GARCH beta (ω2) are significant. Moreover, is asymmetrical effect is found in the stock market of Pakistan during the COVID-19 period due to Gamma (ѱ) being significant for PSX. Our DCC-GARCH results show that the COVID-19 active cases have a long-term spillover impact on the Pakistan stock market. Therefore, the need of strong planning and alternative platform should be needed in the distress period to promote the stock market and investor should advised to make diversified international portfolio by investing in high and low volatility stock market to save their income. This study advocated the implications for investors to invest in low volatility stock especially during the period of pandemics to protect their return on investment. Moreover, policy makers and the regulators can make effective policies to maintain financial stability during pandemics that is very important for the country’s economic development.

  19. Percentage of people in the UK holding financial securities 2023, by type

    • statista.com
    Updated Sep 13, 2023
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    Statista (2023). Percentage of people in the UK holding financial securities 2023, by type [Dataset]. https://www.statista.com/statistics/1328551/percentage-of-people-in-the-uk-holding-financial-securities-by-type/
    Explore at:
    Dataset updated
    Sep 13, 2023
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2023
    Area covered
    United Kingdom
    Description

    The most popular investment security among investors in the United Kingdom was stocks and or shares, with almost one-third of investors holding this financial security in their portfolio. Bonds ranked second in popularity among UK investors.

  20. U

    United Kingdom Asset Management Industry Market Report

    • promarketreports.com
    doc, pdf, ppt
    Updated Jan 17, 2025
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    Pro Market Reports (2025). United Kingdom Asset Management Industry Market Report [Dataset]. https://www.promarketreports.com/reports/united-kingdom-asset-management-industry-market-8024
    Explore at:
    pdf, doc, pptAvailable download formats
    Dataset updated
    Jan 17, 2025
    Dataset authored and provided by
    Pro Market Reports
    License

    https://www.promarketreports.com/privacy-policyhttps://www.promarketreports.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    United Kingdom
    Variables measured
    Market Size
    Description

    The United Kingdom asset management industry offers a wide range of products, including mutual funds, ETFs, hedge funds, and private equity funds. The most popular product type is mutual funds, which account for over 50% of the AUM in the industry. ETFs have also become increasingly popular in recent years, and they now account for over 10% of the AUM in the industry. Recent developments include: In June 2023, GFH Group announced its continued growth and diversification with the establishment of GFH Partners Ltd, a wholly owned subsidiary focused on expanding the Group's global asset management capabilities, with a particular emphasis on the real estate sector, where GFH Partners currently manages over USD 6 billion of real estate assets as part of the Group's total USDS 18 billion of assets. GFH Partners manages assets in the stable and core markets of the United Kingdom and the United Kingdom., In May 2023, Lansdowne Partners LLP, a London-based investment manager, agreed to acquire CRUX Asset Management, a UK equities manager worth USD 1.1 billion.. Key drivers for this market are: UK's established financial infrastructure, global connectivity, and expertise in investment management attract domestic and international clients.. Potential restraints include: Regulatory divergence and reduced access to EU markets create complexities for UK-based asset managers.. Notable trends are: Asset managers are adopting AI, big data, and blockchain to enhance portfolio performance, risk management, and operational efficiency..

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Statista (2024). Share of Americans investing money in the stock market 1999-2024 [Dataset]. https://www.statista.com/statistics/270034/percentage-of-us-adults-to-have-money-invested-in-the-stock-market/
Organization logo

Share of Americans investing money in the stock market 1999-2024

Explore at:
13 scholarly articles cite this dataset (View in Google Scholar)
Dataset updated
Oct 8, 2024
Dataset authored and provided by
Statistahttp://statista.com/
Time period covered
1999 - 2024
Area covered
United States
Description

In 2024, 62 percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years, and is still below the levels before the Great Recession, when it peaked in 2007 at 65 percent. What is the stock market? The stock market can be defined as a group of stock exchanges, where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the Financial Crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

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