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2024 U.S. Industry Statistics & Market Forecast - Other Investment Pools and Funds
Market Size & Industry Statistics
The total U.S. industry market size for Other Investment Pools and Funds:
Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders.
In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.
Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.
| Statistics | 2019 2020 2021 2022 2023 | |
|---|---|---|
| Market Size (Total Sales/Revenue) |
Order at top of page | |
| Total Firms | ||
| Total Employees | ||
| Average Revenue Per Firm | ||
| Average Employees Per Firm | ||
| Average Revenue Per Employee | ||
Market Forecast
Market forecasts show the long term industry outlook and future growth trends. The following extended five-year forecast projects both short-term and long-term trends.
| Forecast / Industry Outlook | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|
| Market Forecast ($ millions) | |||||
| Projected Industry Growth Rate (%) | |||||
Industry Insights
Major trends affect the Other Investment Pools and Funds industry include:- Increased regulatory scrutiny and compliance costs
- Shift towards sustainable and responsible investments
- Growing interest in alternative assets
- Rise of technology and automation in fund management
- Impact of global economic uncertainties
- Demand for higher transparency and better risk management
- Expansion of target-date funds
- Increasing use of artificial intelligence and machine learning
- Rising competition from low-cost passive index funds
- Increased investor preference for liquidity
U.S. Geographic Distribution: Revenue Statistics by State
Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.
Income Statement (Average Financial Metrics)
Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.| Industry Average | Percent of Sales (Industry Benchmark) |
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|---|---|---|
| Total Revenue | Order at top of page |
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| Operating Revenue | ||
| Cost of Goods Sold | ||
| Gross Profit | ||
Operating Expenses | ||
| Pension, profit sharing plans, stock, annuity | ||
| Repairs | ||
| Rent paid on business property | ||
| Charitable Contributions | ||
| Depletion | ||
| Domestic production activities deduction | ||
| Advertising | ||
| Compensation of officers | ||
| Salaries and wages | ||
| Employee benefit programs | ||
| Taxes and Licenses | ||
| Bad Debts | ||
| Depreciation | ||
| Amortization | ||
| Other Operating Expenses | ||
| Total Operating Expenses | ||
| Operating Income | ||
| Non-Operating Income | ||
| EBIT (Earnings Before Interest and Taxes) | ||
| Interest Expense | ||
| Earnings Before Taxes | ||
| Income Tax | ||
| Net Profit Net Income | ||
Financial Ratio Analysis
Financial ratio information can be used to benchmark how a Other Investment Pools and Funds company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.| Profitability & Valuation Ratios | Industry Average |
|---|---|
| Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Other Investment Pools and Funds industry is performing. | |
| Profit Margin Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues. |
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| Return on Equity (ROE) Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings). |
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| Return on Assets (ROA) Return on Assets (ROA) is net income relative to total assets. The market research on Other Investment Pools and Funds measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets. |
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| Liquidity Ratios | Industry Average |
|---|---|
| Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability. | |
| Current Ratio Measures a firm's ability to pay its debts over the next 12 months. |
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| Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories. |
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| Efficiency Ratios - Key Performance Indicators | Industry Average |
|---|---|
| Measure how quickly products and services sell, and effectively collections policies are implemented. | |
| Receivables Turnover Ratio If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections. |
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| Average Collection Period Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover |
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| Inventory Turnover A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort. |
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| Fixed-Asset Turnover Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue. |
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Compensation & Salary Surveys for Employees
Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.| Title | Percent of Workforce | Bottom Quartile | Average (Median) Salary | Upper Quartile |
|---|---|---|---|---|
| Management Occupations | 18% | Order at top of page |
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| Top Executives | 8% | |||
| Chief Executives | 1% | |||
| General and Operations Managers | 7% | |||
| General and Operations Managers | 7% | |||
| Operations Specialties Managers | 7% | |||
| Financial Managers | 6% | |||
| Financial Managers | 6% | |||
| Business and Financial Operations Occupations | 34% | |||
| Business Operations Specialists | 8% | |||
| Financial Specialists | 26% | |||
| Accountants and Auditors | 7% | |||
| Accountants and Auditors | 7% | |||
| Financial and Investment Analysts | 10% | |||
| Personal Financial Advisors | 5% | |||
| Sales and Related Occupations | 8% | |||
| Office and Administrative Support Occupations | 22% | |||
| Secretaries and Administrative Assistants | 7% | |||
| Secretaries and Administrative Assistants | 7% | |||
| Other Office and Administrative Support Workers | 6% | |||
| Office Clerks, General | 5% | |||
| Office Clerks, General | 5% | |||
Other Investment Pools and Funds Competitor Landscape & Key Companies [PREMIUM]
The most influential companies in the Other Investment Pools and Funds industry and adjacent industries either have large market share or are developing new business models and methods that could disrupt the status quo. We look at leading and emerging companies in the Other Investment Pools and Funds industry and adjacent sectors:| Market Leaders: Direct Competitors Companies with the largest market share, focused in this industry |
Market leaders: Diversified Competitors Largest companies that have diversified operations in this and other industries |
| Innovators: Direct Competitors Innovative, Emerging, and Disruptive Companies that may influence the future direction of the industry. |
Innovators: Diversified Competitors Innovators and Disruptors in adjacent industries that may also affect the Other Investment Pools and Funds industry. |
Source:
Innovation News
- May 09, 2024: Veritext patents Automated Transcript Generation From Multi-channel Audio
- Aug 25, 2023: Rick Meyer Insurance Agency trademarks "RWT HOME" - Transacting in home equity loans and shared home equity appreciation products; Financial investment in the field of real estate; Providing information in the field of real estate via the Internet; Real estate investment services; Transacting in option contracts secured by an interest in residential real property; Transacting in real estate option contracts that enable homeowners to share home equity appreciation with investors; Transacting in real estate option contracts that allow home buyers to receive cash towards a purchase downpayment in exchange for a share of home equity appreciation; Providing or facilitating the provision of cash to homeowners in return for a share in home equity appreciation; Providing or facilitating the provision of downpayment assistance to home buyers in return for a share in home equity appreciation; Servicing and managing financial assets
- Aug 30, 2022: Rick Meyer Insurance Agency trademarks "RWT" - Financial services in the nature of financial restructuring services, assisting others with the completion of financial transactions for residential and commercial mortgage loans; capital investment services; real estate investment services; investment management; financial consulting services; banking services; mortgage banking services; financial investment brokerage services in the fields of residential and commercial mortgage loans; mortgage lending services; financial investment brokerage services in the field of real estate mortgage loans; Financial services
- Aug 30, 2022: Rick Meyer Insurance Agency trademarks "SEMT" - Financial services in the nature of financial restructuring services, assisting others with the completion of financial transactions for residential and commercial mortgage loans; capital investment services; real estate investment services; investment management; financial consulting services; banking services; mortgage banking services; financial investment brokerage services in the fields of residential and commercial mortgage loans; mortgage lending services; financial investment brokerage services in the field of real estate mortgage loans; Financial services
- Oct 26, 2018: Reality Shares raises $10 million in funding.
- Mar 23, 2018: Reality Shares raises $10 million in funding.
- Mar 23, 2018: Reality Shares raises $10 million in funding.
Recent Federal Contracts for Other Investment Pools and Funds
- Feb 20, 2024: LOUISIANA ENERGY SERVICES, LLC (Eunice, NM) awarded $1,537,981
- Jan 21, 2024: 1000 SULLY ROAD LLC (Sterling, VA) awarded $38,735
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