The demand for equity portfolio management & advisory services has experienced substantial growth& is expected to expand, owing to increase in disposable income

WILMINGTON, DELAWARE, UNITED STATES, November 10, 2023 /EINPresswire.com/ -- An equity portfolio comprises a collection of stock market investments. Equity management is a service that allows individuals to consult experts before investing or making changes to their portfolios. As these professionals in equity advisory management have experience in equity investment areas, they offer advices to specific situation of a person’s portfolio. Their personalized advice is considered fit for client's own risk profile. As a result, equity portfolio advisors can actively track the market environment and review value of company's information.

The major drivers of equity portfolio management and advisory services market include increase in interest on investments, growth in disposable capital, and shifting investment trend from financial assets to physical assets. In addition, higher market volatility, and lack of market expertise among retail investors also drive the market growth. However, several factors, such as liquidity risks and higher equity risks relative to other funds are expected to hinder the market growth. Furthermore, untapped market in developing economies is expected to create lucrative opportunities for the market during the forecasted period.

Request Research Report Sample & TOC: https://www.alliedmarketresearch.com/request-toc-and-sample/7295

New advancements in the equity portfolio and advisory services market:

Technology has been continuously transforming these portfolio advisory services in recent years. Innovations from FinTech such as robot advisors are widely adopted in portfolio advisory environments. Similarly, many advisory firms are now offering services through online platforms. For instance, in May 2020, WealthBar, online advisory service platform started offering advices through automated software. The risk taking capabilities of clients is calculated by questionnaire feedbacks through automated software. Several major players such as Charles Schwab Corporation and BIMB Investments have already adopted such technology in recent years.

Surge in asset allocations into equity stocks:

Globally, the need for portfolio management and advisory services has expanded exponentially in last few years. Since 2009, the equity assets under active portfolio management increased from $2.4 trillion to $3.5 trillion. In addition, equity portfolio management also experienced growth in Europe, as of 2017 assets allocation in equity segment accounts for 42% share. Similarly, in developing countries such as India, assets under management in discretionary equity portfolios increased by 41% .Such surge in asset allocations in developed as well as developing economies drive the adoption of equity portfolio management & advisory services in the industry.

COIVD-19 Scenario analysis:

COVID-19 has affected market volatility and triggered significant fluctuations in stock asset values.

Globally, the stock market has collapsed by 25% as of March 2020. The impact on equity markets led managers to re-consider positions in investment portfolios.

Owing to extreme COVID 19 effect, assets under management (AUM) are expected to fall by 20 to 30%.

Moreover, COVID-19 has also triggered regulations for changes in fees, commissions, advice, risk assessment, margin exposures, investment strategies, and portfolio valuations.

This impact has resulted in loss of client's confidence on portfolio managers COVID-19 left portfolio managers with challenges in enhancing and restoring consumer trust in their investment portfolios.

Inquire Before Buying: https://www.alliedmarketresearch.com/purchase-enquiry/7295

Key benefits of the report:

This study presents analytical depiction of the global equity portfolio management and advisory services market along with the current trends and future estimations to determine the imminent investment pockets.

The report presents information related to key drivers, restraints, and opportunities along with detailed analysis of the market share.

The current market is quantitatively analyzedb to highlight the market growth scenario.

Porter’s five forces analysis illustrates the potency of buyers & suppliers in the market.

The report provides a detailed market analysis based on the present and future competitive intensity of the market.

Request Customization: https://www.alliedmarketresearch.com/request-for-customization/7295

Equity Portfolio Management and Advisory Services Market Report Highlights

By Type

Equity investment
Portfolio management
Investment advisory

By Application

Transaction services
Crisis and recovery
Risk Management

By End User

Financial institutions
Retail investors

By Region

North America (U.S., Canada)
Europe (UK, Germany, France, Spain, Italy, Rest of Europe)
Asia-Pacific (China, Japan, India, Australia, South Korea, Rest of Asia-Pacific)
LAMEA (Latin America, Middle East, Africa)

Top Trending Reports:

1.Banking ERP Software Market: https://www.alliedmarketresearch.com/banking-erp-software-market-A07392

2.Capital Expenditure Market: https://www.alliedmarketresearch.com/capital-expenditure-market-A07601

3.Crowdsourcing Market: https://www.alliedmarketresearch.com/crowdsourcing-market-A07578

4.NFC Payments Market: https://www.alliedmarketresearch.com/nfc-payments-market-A08282

5.Agricultural Insurance Market: https://www.alliedmarketresearch.com/agricultural-insurance-market-A11614

6.High-Yield Bonds Market: https://www.alliedmarketresearch.com/high-yield-bonds-market-A12033

About Us:

Allied Market Research (AMR) is a full-service market research and business-consulting wing of Allied Analytics LLP based in Wilmington, Delaware. Allied Market Research provides global enterprises as well as medium and small businesses with unmatched quality of "Market Research Reports Insights" and "Business Intelligence Solutions." AMR has a targeted view to provide business insights and consulting to assist its clients to make strategic business decisions and achieve sustainable growth in their respective market domain.

We are in professional corporate relations with various companies, and this helps us in digging out market data that helps us generate accurate research data tables and confirms utmost accuracy in our market forecasting. Allied Market Research CEO Pawan Kumar is instrumental in inspiring and encouraging everyone associated with the company to maintain high quality of data and help clients in every way possible to achieve success. Each and every data presented in the reports published by us is extracted through primary interviews with top officials from leading companies of domain concerned. Our secondary data procurement methodology includes deep online and offline research and discussion with knowledgeable professionals and analysts in the industry.

David Correa
Allied Market Research
+1 800-792-5285
email us here
Visit us on social media:
Facebook
Twitter
LinkedIn

Legal Disclaimer:

EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.