Plunkett's Investment & Securities Industry Almanac 2017 : Investment & Securities Industry Market Research, Statistics, Trends & Leading Companies

ISBN-13: 9781628314267 / Angielski / Miękka / 2016 / 512 str.

Jack W. Plunkett

Opis

The investment industry is increasingly a global business. This is partly due to the needs of multinational corporations to obtain financing in more than one nation. Cross-border investments and acquisitions continue at a rapid pace. The asset management business is becoming larger, more complex and more competitive, while hedge funds and private equity dominate large portions of the industry. This carefully-researched book is a complete investments, securities and asset management market research and business intelligence tool--everything you need to know about the business of investments, including: investment banking, stock brokers, discount brokers, online trading, trends in financial information technologies, asset management, stock ownership by individuals and households, 401(k)s and pension plans, mutual funds, ETFs, ECNs and exchanges. The book includes vital industry statistics; a glossary; industry contacts such as industry associations and government agencies; and our profiles of 350 leading global firms in the investment and asset management business, both public and private. Purchasers will find a form in the book enabling them to register for 1-year, 1-seat online access to tools at Plunkett Research Online, including the ability to view the market research/industry trends section and industry statistics. You have access, at no additional charge, to the very latest data posted to Plunkett Research Online. Online tools enable you to search and view selected companies, and then export selected company contact data, including executive names. You'll find a complete overview, industry analysis and market research report in one superb, value-priced package.

Spis treści

• Introduction 1
• How to Use This Book 3
• Chapter 1: Major Trends in the Investment & Securities Industry 7
• 1) Investment & Securities Industry Overview 7
• 2) Investment Banks Benefit from Global Markets for IPOs, Mergers and Acquisitions 9
• 3) Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II Takes Effect 9
• 4) Shadow Banking Soars with Non-Bank Alternatives, Online or Peer-to-Peer Lending and Crowdfunding 11
• 5) Investment Market Evolves in China 13
• 6) Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $24.5 Trillion 13
• 7) Employers Make 401(k) Enrollment Automatic/Broad Changes Are Suggested for Retirement Savings Plans 14
• 8) Investment Firms and Banks Compete for Clients in High Net Worth Households 16
• 9) ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change 16
• 10) Online Brokers Open Physical Offices/Online Trading Is Free for Large Depositors 18
• 11) Hedge Funds Regroup and Play a Major Role in Financial Products Including Derivatives, Lending and Insurance 19
• 12) Private Equity Firms Focus on Growing Their Portfolio Companies and Making Alternative Investments 20
• 13) Annuity Account Managers Create New Product Strategies 20
• 14) Credit Default Swaps (CDS) and Derivatives Soar into the Trillions of Dollars 21
• 15) Stock Exchanges Merge/High Speed Technologies Force Massive Changes 22
• 16) Financial Technology (FinTech) Is Driven by Mobile Payments, Lending, Insurance and Online “Robo Advisors” 24
• 17) Investment Product Facts 25
• Chapter 2: Investment & Securities Industry Statistics 33
• Investment & Securities Industry Statistics and Market Size Overview 34
• Stock Market Performance Indices, U.S.: 1985-2016 35
• Stock Market Average Daily Trading Volume, U.S.: 2008-2016 36
• Common Stock Prices & Yields, U.S.: 1985-2016 37
• Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1985-Q2 2016 38
• Components of U.S. Money Stock Measures: 1980-2016 39
• Treasury Securities Outstanding by Kind of Obligation, U.S.: 1985-2015 40
• Estimated Ownership of U.S. Treasury Securities: 2007-2015 41
• Public Debt Securities Held by Private Investors, U.S.: 1985- March 2016 42
• Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2016 43
• Time Deposits & Savings Deposits of Individual Retirement Accounts (IRAs), U.S.: 2010-Q1 2015 44
• Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2016 45
• Employment in the Investment & Securities Industry, U.S.: 2010-October 2016 46
• Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2010-2016 47
• Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2013-2015 48
• Chapter 3: Important Investment & Securities Industry Contacts 49
• (Addresses, Phone Numbers and Internet Sites)
• Chapter 4: THE INVESTMENT 350: Who They Are and How They Were Chosen 77
• Index of Companies Within Industry Groups 78
• Alphabetical Index 87
• Index of Headquarters Location by U.S. State 90
• Index of Non-U.S. Headquarters Location by Country 93
• Individual Data Profiles on Each of THE INVESTMENT 350 95
• Additional Indexes
• Index of Hot Spots for Advancement for Women/Minorities 452
• Index by Subsidiaries, Brand Names and Selected Affiliations 454
• A Short Investment & Securities Industry Glossary 473