Asset Allocation Consulting Market Scope
Asset allocation is the technique of balancing risk and reward. Asset allocation is an investment technique that spreads a portfolio's assets across a variety of asset types. Investors also diversify their investments over other geographical zones. The goal is to reduce the possibility of all investments failing at the same time. In this respect, a portfolio is a collection of investment items. Furthermore, when it comes to asset allocation, investors strive for the highest potential compound returns on their assets. Investors diversify their holdings across commodities, real estate, bonds, stocks, private equity, and cash. As a result, if the value of one asset class falls dramatically, the overall impact on the portfolio is small.
Attributes | Details |
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Study Period | 2018-2028 |
Base Year | 2022 |
Unit | Value (USD Million) |
Key Companies Profiled | NEPC India Ltd. (India), Wilshire Consulting (United States), Trust Point Inc (United States), Deloitte (United Kingdom), McKinsey and Company (United States), Bain and Company (United States), Booz and Company (United States), Monitor Group (United States), Mercer LLC (United States) and Oliver Wyman (United States) |
CAGR | % |
The global market is highly competitive and consists of a limited number of providers who compete with each other. The intense competition, changing consumer spending patterns, demographic trends, and frequent changes in consumer preferences pose significant opportunities for market growth. Research Analyst at AMA estimates that United States Players will contribute to the maximum growth of Global Asset Allocation Consulting market throughout the predicted period.
NEPC India Ltd. (India), Wilshire Consulting (United States), Trust Point Inc (United States), Deloitte (United Kingdom), McKinsey and Company (United States), Bain and Company (United States), Booz and Company (United States), Monitor Group (United States), Mercer LLC (United States) and Oliver Wyman (United States) are some of the key players that are part of study coverage. Additionally, the Players which are also part of the research are Ellwood Associates (United States), Accenture (Ireland), Asset Risk Consultants Limited (United Kingdom) and Milliman, Inc. (United States).
About Approach
The research aims to propose a patent-based approach in searching for potential technology partners as a supporting tool for enabling open innovation. The study also proposes a systematic searching process of technology partners as a preliminary step to select the emerging and key players that are involved in implementing market estimations. While patent analysis is employed to overcome the aforementioned data- and process-related limitations, as expenses occurred in that technology allows us to estimate the market size by evolving segments as target market from the total available market.
Segmentation Overview
The study have segmented the market of Global Asset Allocation Consulting market by Type , by Application (Financial Advice Management, Portfolio, Accounting, And Trading Management, Performance Management, Risk And Compliance Management, Reporting and Others (Billing and Benchmarking)) and Region with country level break-up.
On the basis of geography, the market of Asset Allocation Consulting has been segmented into South America (Brazil, Argentina, Rest of South America), Asia Pacific (China, Japan, India, South Korea, Taiwan, Australia, Rest of Asia-Pacific), Europe (Germany, France, Italy, United Kingdom, Netherlands, Rest of Europe), MEA (Middle East, Africa), North America (United States, Canada, Mexico).
region held largest market share in the year 2022.
Market Leaders and their expansionary development strategies
In October 2020, CC Capital, a private investment firm focused on investing and running quality businesses for the long term, and Motive Partners ("Motive"), a specialist private equity firm focused on technology-assisted growth and acquisition investing, entered into a financial The services firm acquired Wilshire Associates, a global investment technology and advisory firm.
On 29th October 2020 - XA Investments Launched Its Closed-End Fund Consulting Practice. XAI Customers May Better Leverage the Strategic Closed-End Fund Marketplace Knowledge by Leveraging the Firm's Broad Industry Network and Experience. XAI Is Uniquely Positioned to Deliver Market and Portfolio Insights.
Influencing Trend:
Integration with Blockchain and AI to Asset Management
Market Growth Drivers:
Digitalization and Process Automation in Asset Management, Rising Number of HNWIs and Lack of Basic Financial Literacy
Challenges:
Market Penetration Across New Regions and Technical Glitches and Errors
Restraints:
Shift From Traditional Methods to Software Based and Lack of Awareness
Opportunities:
High R&D Investments in Fintech industry and Growing Demand Across Emerging Regions
Key Target Audience
Asset Allocation Consulting Service Providers, New Entrants and Investors, Venture Capitalists, Government Bodies, Corporate Entities, Government and Private Research Organizations and Others