CATEGORY

Investment Management

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Investment Management Industry Benchmarks


Savings Achieved

(in %)

The average annual savings achieved in Investment Management category is 6.20%

Payment Terms

(in days)

The industry average payment terms in Investment Management category for the current quarter is 63.8 days

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Category Strategy and Flexibility

Engagement Model

Supply Assurance

Sourcing Process

Supplier Type

Pricing Model

Contract Length

SLAs/KPIs

Lead Time

Supplier Diversity

Targeted Savings

Risk Mitigation

Financial Risk

Sanctions

AMEs

Geopolitical Risk

Cost Optimization

Price per Unit Competitiveness

Specification Leanness

Minimum Order Quality

Payment Terms

Inventory Control

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    Investment Management Suppliers


    150,084
    Total Suppliers
    4,574
    Diverse Suppliers
    66
    Normalized Supplier Rating
    Investment Management Supplier

    Find the right-fit investment management supplier for your specific business needs and filter by location, industry, category, revenue, certifications, and more on Beroe LiVE.Ai™.

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    Sample Supplier
    Company
    American Express Company
    Location
    Jackson, Mississipi
    Duns number
    3862211

    D&B SER Rating

    dnb logo

    Up to 3 months

    1 9
    6
    Low Risk High Risk

    The Supplier Evaluation Risk (SER) Rating is Dun & Bradstreet’s proprietary scoring system used to assess the probability that a business will seek relief from creditors or cease operations within the next 12 months. SER ratings range from 1 to 9, with 9 indicating the highest risk of failure. We’ve prepared an infographic to help business owners better understand what influences their SER Rating.

    Moody`s ESG Solution
    ESG Profile

    Company and Sector Performance
    42

    100
    Limited (1)
    ESG Perfomance (/100)
    Environment
    85
    Social
    31
    Governance
    48
    6 Domains Performance (/100)
    Business behaviour
    39
    Human rights
    47
    Community Environment
    26
    Corporate governance
    54
    Human resources
    21
    Security Scorecard
    90

    Threat indicators
    B
    83
    Network Security
    Detecting insecure network settings
    A
    100
    Hacker Chatter
    Monitoring hacker sites for chatter about your company
    A
    97
    DNS Health
    Detecting DNS insecure configuration and vulnerabilities
    B
    86
    Application Security
    Detecting common website application vulnerbilities
    B
    86
    Endpoint Security
    Detecting unprotected enpoints or entry points of user tools, such as desktops, laptops mobile devices, and virtual desktops
    A
    100
    Cubic Score
    Proprietary algorithms checking for implementation of common security best practices
    A
    98
    Patching Cadence
    Out of date company assets which may contain vulnerabilities of risk
    A
    100
    Social Engineering
    Measuring company awareness to a social engineering or phising attack
    A
    100
    IP Reputation
    Detecting suspecious activity, such as malware or spam, within your company network
    A
    100
    Information Leak
    Potentially confidential company information which may have been inadvertently leaked

    Industry Comparison
    amexglobalbusinesstravel.com
    Industry average
    Adverse Media Appearances
    Environmental Issues
    0
    Workforce Health Safety Issues
    0
    Product Service Issues
    12
    Human Rights Issues
    0
    Production Supply Chain Issues
    2
    Environmental Non Compliance Flags
    14
    Corruption Issues
    0
    Regulatory Non Compliance Flags
    26
    Fraud Issues
    3
    Labor Health Safety Flags
    3
    Regulatory Issues
    22
    Workforce Disputes
    0
    Sanctions
    1
    esg energy transition
    86
    Discrimination Workforce Rights Issues
    3
    esg controversies critical severity
    No

    Investment Management market report transcript


    Investment Management Global Market Outlook:

    MARKET OVERVIEW

    Global Capacity: 123.65 Trillion (2022)

    Global Demand: USD 88.3 Trillion (2022)*

    Global Demand CAGR: ~7.4 percent
    (2022-2025)

    • The Investment Management Industry saw a decline at an average rate of around 25 percent due to the COVID-19 Pandemic, the economic slowdown, and falling equity markets. It is expected to recover at an average rate of 12 percent till 2026.

    • North America is the largest and most mature market globally. Emerging markets include Western Europe and Asia Pacific with strong retail segments

    • Equity & Fixed Income were the major asset classes followed by alternative investments like hedge funds, fund-of-funds, commodities, real estate, etc. The uncertainty in returns from the Equity markets will force Investment Managers to opt for Fixed Income Securities

    • The market is expected to witness an increase in the use of Artificial Intelligence (AI), Data Analytics Process Automation, and Outsourcing for efficient decision-making and increased customer satisfaction

    Market Overview: Global Investment Management Industry

    The investment management industry is expected to recover from the Covid-19 decline at a rate of 10 percent till 2026. Firms will continue to invest in digital transformation with new technologies that will improve client experience and operational efficiencies. Leadership can enable to drive the changes with effective communication across departments. This will in turn lead to higher chances of success at many levels.

    • North America is the largest and most mature market globally

    • Emerging markets include Western Europe and Asia Pacific with strong retail segments

    • Equity and fixed income were the major asset classes followed by alternative investments like hedge funds, fund-of-funds, commodities, real estate, etc.

    • The uncertainty in returns from the equity markets will force investment managers to opt for fixed-income securities

    • The market is expected to witness an increase in the use of artificial intelligence (AI) and process automation for efficient decision-making and increased customer satisfaction

    • The investment management industry declined at the rate of 25 percent due to the COVID-19 Pandemic, the economic slowdown, and falling equity markets and is expected to recover at a rate of 10 percent till 2026

    Key Technology and Market Trends on Investment Management

    Use of Advanced Technologies

    • Investment management companies are using artificial intelligence (machine learning, natural language processing) for portfolio optimization, risk and compliance, data analysis, and process automation

    • Companies are not only using technology to save costs but also to make the business model flexible and adaptable enough to the current and future uncertainties

    • Use of blockchain in investment management is the latest trend in investment management to reduce costs related to intermediaries and improve security-related aspects of transactions

    Automating More than just the Basic Business Processes

    • Investment management companies are introducing Robo-advisory services for investment advisory, chatbots for better customer service, and algorithmic trading is adopted by top global players that automate the trading process through a set of rules, thereby reducing the number of people required to carry out the trading process

    Outsourcing more than just Back Office Operations

    • Top global players are outsourcing middle-office functions like data management, asset servicing, transaction processing, etc., and back-office functions like IT services and IT infrastructure to financial services firms or traditional BPO service providers in order to focus on their core competencies

    • However, financial services firms are preferred by companies due to their wide experience and service capabilities

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