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市场调查报告书

美国的资产管理市场:市场规模和机会

Wealth Landscape in the US: Market Sizing and Opportunities to 2022

出版商 GlobalData 商品编码 893818
出版日期 内容资讯 英文 42 Pages
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美国的资产管理市场:市场规模和机会 Wealth Landscape in the US: Market Sizing and Opportunities to 2022
出版日期: 2019年07月10日内容资讯: 英文 42 Pages
简介

本报告提供美国的资产管理市场相关分析,市场背景情况和基本结构,市场规模趋势预测,各领域/投资者的各种类的详细趋势,主要的推动及阻碍市场要素,近几年的市场进入/资本交易的动向与其影响等资讯汇整,为您概述为以下内容。

目录

  • 摘要整理
  • 宏觀经济概况
  • 美国的资产管理市场
  • 国内居住者的零售存款额/投资额
  • 国内/国外居住者的美国的投资趋势
  • 数位企业的阻碍 (破坏性影响)
  • 近几年的资本交易趋势
  • 附录
目录
Product Code: FS0259CI

The US is home to a large number of affluent (high net worth [HNW] and mass affluent) individuals. The country also has a well-developed financial services sector, including the most sophisticated mutual fund and equity markets globally, which explains the high participation in various asset classes. The local retail savings and investments market has registered impressive growth post-financial crisis, with its value almost doubling from $25.4tn in 2008 to $50.5tn in 2018.

Based on our proprietary datasets, this report analyzes the US wealth and retail savings and investments markets, with a focus on the HNW segment. This includes overall affluent market size (both by number of individuals and the value of their liquid assets) as well as a breakdown of liquid vs. illiquid HNW holdings. The report also provides analysis of the factors driving liquid asset growth, including a breakdown and forecast of total retail savings and investments split by asset class.

Scope

  • The country's affluent segment accounted for 62.9% of the total adult population in 2018. The segment has almost doubled in size over the past decade, increasing from 84.9 million people in 2008 to 155.2 million in 2018.
  • US retail investors allocate the highest proportion of their liquid wealth to equities and mutual funds, which together account for 67.7% of total retail savings and investments.
  • 8.2% of US HNW investors' wealth was held outside of the country, with general geographic diversification benefits being the main reason for offshore investment.

Reasons to buy

  • Make strategic decisions using top-level historic and forecast data on the US wealth industry.
  • Identify the most promising client segment by analyzing the penetration of affluent individuals.
  • Receive detailed insight into retail liquid asset holdings in the US.
  • Understand the changing market and competitive dynamics by learning about new competitors and recent deals in the wealth space.
  • See an overview of key digital disruptors in the country's wealth market.

Table of Contents

  • Executive Summary
  • Macroeconomic Overview
  • The US Wealth Market
  • Resident Retail Savings and Investments
  • Resident vs. Non-Resident Investments in the US
  • Digital Disruptors
  • Recent Deals
  • Appendix
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