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市場調查報告書

美國的資產管理市場:市場規模和機會

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

出版商 GlobalData 商品編碼 893818
出版日期 內容資訊 英文 42 Pages
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美國的資產管理市場:市場規模和機會 Wealth Landscape in the US: Market Sizing and Opportunities to 2022
出版日期: 2019年07月10日內容資訊: 英文 42 Pages
簡介

本報告提供美國的資產管理市場相關分析,市場背景情況和基本結構,市場規模趨勢預測,各領域/投資者的各種類的詳細趨勢,主要的推動及阻礙市場要素,近幾年的市場進入/資本交易的動向與其影響等資訊彙整,為您概述為以下內容。

目錄

  • 摘要整理
  • 宏觀經濟概況
  • 美國的資產管理市場
  • 國內居住者的零售存款額/投資額
  • 國內/國外居住者的美國的投資趨勢
  • 數位企業的阻礙 (破壞性影響)
  • 近幾年的資本交易趨勢
  • 附錄
目錄
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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