Plunkett's Investment & Securities Industry Almanac 2016

Erscheinungsjahr 2016
ISBN: 978-1-62831-384-0
Verlag: Plunkett Research, Ltd.

Buch, Englisch, 519 Seiten, Paperback, Format (B × H): 216 mm x 279 mm, Gewicht: 1194 g

Reihe: Plunkett's Industry Almanacs

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.

Autoren/Hrsg.

Plunkett, Jack W.

Inhaltsverzeichnis

- 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 Enjoy Strong Markets in IPOs, Mergers and Acquisitions 8
- 3) Basel III, Dodd-Frank Act and Volcker Act Increase Regulation 9
- 4) Shadow Banking Soars with Non-Bank Alternatives/Financial Technology (“FinTech”)
- Enables Online Lending and Crowdfunding 11
- 5) Investment Market Evolves in China 12
- 6) Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $24.8 Trillion 12
- 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) Investment Product Facts 24
- Chapter 2: Investment & Securities Industry Statistics 33
- Investment & Securities Industry Overview 34
- Stock Market Performance Indices, U.S.: 1985-2015 35
- Stock Market Volume, U.S.: 1985-2015 36
- Value Traded on the NYSE & NASDAQ Stock Exchanges: 1985-2015 37
- Common Stock Prices & Yields, U.S.: 1985-2014 38
- Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1985-Q2 2015 39
- Components of U.S. Money Stock Measures: 1980-2015 40
- Treasury Securities Outstanding by Kind of Obligation, U.S.: 1985-2014 41
- Estimated Ownership of U.S. Treasury Securities: 2006-2014 42
- Public Debt Securities Held by Private Investors, U.S.: 1985-June 2015 43
- Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2015 44
- Time Deposits & Savings Deposits of Individual Retirement Accounts (IRAs), U.S.: 2010-Q1 2015 45
- Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2015 46
- Employment in the Investment & Securities Industry, U.S.: 2009-September 2015 47
- Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2009-2015 48
- Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2011-2013 49
- Chapter 3: Important Investment & Securities Industry Contacts 51
- (Addresses, Phone Numbers and Internet Sites)
- Chapter 4: THE INVESTMENT 350: Who They Are and How They Were Chosen 79
- Index of Companies Within Industry Groups 80
- Alphabetical Index 89
- Index of Headquarters Location by U.S. State 92
- Index of Non-U.S. Headquarters Location by Country 95
- Individual Data Profiles on Each of THE INVESTMENT 350 97
- Additional Indexes
- Index of Hot Spots for Advancement for Women/Minorities 458
- Index by Subsidiaries, Brand Names and Selected Affiliations 460
- A Short Investment & Securities Industry Glossary 481

Über Autor(innen)

Jack W. Plunkett is CEO & Publisher of Plunkett Research, Ltd., a Houston-based provider of market research and industry information in printed and electronic formats. Plunkett Research provides analysis, statistics and other vital data on all major industry sectors, from InfoTech to Retailing to Banking and Nanotechnology. Plunkett's client list includes 10,000 leading corporations, universities and government agencies worldwide. Plunkett's research products are distributed electronically through subscriptions to its website and around the globe by major booksellers and news distributors, including Bloomberg and ThomsonReuters.

Jack Plunkett is the author of numerous books, including The Next Boom: What you absolutely, positively have to know about the world between now and 2025. This book won a 2011 gold medal in the Business Book Awards competition sponsored by Axiom and INC Magazine. Plunkett is frequently interviewed as an expert source by publications such as Time magazine, The Wall Street Journal, The New York Times and Investor's Business Daily, media outlets such as NPR's Marketplace, ABC, and CBS Marketwatch, as well as local and regional newspapers and national columnists. Plunkett received an Academic Book of the Year Award for his Plunkett’s Health Care Industry Almanac, and he was a regional finalist in the Entrepreneur of the Year Awards sponsored by Ernst & Young.