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市场调查报告书
商品编码
1824476

全球投资组合管理系统市场：2025-2030 年预测

Global Portfolio Management System Market - Forecasts from 2025 to 2030
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 155 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

投资组合管理系统市场预计将从 2025 年的 91.33 亿美元成长到 2030 年的 154.38 亿美元，复合年增长率为 11.07%。

由于敏捷的云端基础解决方案日益普及，以及新兴企业和技术进步推动的竞争格局，市场格局预计将大幅成长。投资组合管理系统使投资者能够建立和管理投资组合，以实现长期财务目标，同时透过买卖资产等主动策略将风险降至最低，从而超越市场。巨量资料和高阶分析技术所推动的数据主导决策兴起，使得传统的储存解决方案显得力不从心，需要先进的资料管理和模式识别工具。市场对具有成本效益和灵活性的云端基础解决方案的需求日益增长，尤其对于中小型企业而言，这也进一步推动了市场的发展。然而，高昂的实施成本和对技术人员的需求等挑战可能会限制市场扩张。

市场驱动因素

采用云端基础的解决方案

越来越多地使用云端分析来简化业务运营，尤其是在中小企业中，这是投资组合管理系统市场的主要驱动因素。云端基础的解决方案提供灵活性、扩充性和成本效益，使组织能够管理大型计划并跨连接设备无缝存取资料。这些解决方案的虚拟部署简化了服务交付并提高了营运效率，推动了使用者对云端平台的偏好。越来越多的组织采用云端计划管理软体来追踪和管理计划，这进一步推动了市场的成长。

市场竞争加剧

新兴企业和扩张企业的激增加剧了竞争，迫使企业采用先进的投资组合管理系统以保持领先地位。在竞争激烈的环境中管理复杂资料流的需求推动了对综合技术平台的需求。自动化、云端运算和其他创新解决方案正在推动市场扩张，企业利用这些解决方案来提高营运效率并保持竞争力。

技术进步

采用技术先进的企业解决方案是主要的成长要素。各大公司正在推出创新平台，以支援数位转型并改善计划管理。这些解决方案凭藉着增强的甘特图效能和即时资源管理等先进功能，满足了企业不断变化的需求，并正在推动各行各业的采用。

区域展望

美国

美国在投资组合管理系统市场占据主导地位，这得益于公司数量的成长、数位化的提高以及各行各业（尤其是银行、金融服务和保险 (BFSI) 领域）的大量投资。经济高效的投资组合管理系统的可用性和先进技术的采用是关键的成长动力。美国市场由技术创新驱动，公司纷纷​​投资于能够增强工作流程可视性和计划执行力的解决方案，从而扩大基本客群并推动市场扩张。

受云端基础方案的广泛采用、竞争格局和技术进步的推动，投资组合管理系统市场有望迎来强劲成长。美国凭藉数位化、经济高效的解决方案以及对BFSI等产业的大量投资，成为市场主导。由于向敏捷数据主导平台的转变以及对高效计划管理工具日益增长的需求，预计市场将继续扩张。儘管实施成本等挑战依然存在，但对创新和云端应用的关注正为市场参与者提供满足企业不断变化的需求的重要机会。

本报告的主要优点

  • 深刻分析：获得涵盖主要地区和新兴地区的深入市场洞察，重点关注客户群、政府政策和社会经济因素、消费者偏好、垂直行业和其他细分市场。
  • 竞争格局：了解主要企业所采用的策略策略，并了解采用正确策略的市场渗透潜力。
  • 市场趋势和驱动因素：探索动态因素和关键市场趋势以及它们将如何影响未来的市场发展。
  • 可行的建议：利用洞察力来制定策略决策，在动态环境中开闢新的业务流和收益。
  • 受众广泛：对于新兴企业、研究机构、顾问、中小企业和大型企业来说，既有利又划算。

它有什么用途？

产业与市场考量、商业机会评估、产品需求预测、打入市场策略、地理扩张、资本支出决策、法律规范与影响、新产品开发、竞争影响

调查范围

  • 2022 年至 2024 年的历史数据和 2025 年至 2030 年的预测数据
  • 成长机会、挑战、供应链前景、法律规范与趋势分析
  • 竞争定位、策略和市场占有率分析
  • 收益成长和预测细分市场和区域分析（包括国家）
  • 公司概况（尤其是财务状况和关键发展）

目录

第一章执行摘要

第二章市场概述

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔

第三章 经营状况

  • 市场驱动因素
  • 市场限制
  • 市场机会
  • 波特五力分析
  • 产业价值链分析
  • 政策法规
  • 策略建议

第四章 技术展望

5. 全球投资组合管理系统市场（按产品）

  • 介绍
  • 本地部署
  • 云

6. 全球投资组合管理系统市场（依公司规模）

  • 介绍
  • 小的
  • 中等的
  • 大的

7. 全球投资组合管理系统市场（依产业垂直划分）

  • 介绍
  • 通讯与科技
  • 卫生保健
  • 商业服务
  • 金融服务
  • 製造业
  • 零售
  • 其他的

8. 全球投资组合管理系统市场（按地区）

  • 介绍
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他的
  • 欧洲
    • 德国
    • 法国
    • 英国
    • 西班牙
    • 其他的
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他的
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 印尼
    • 泰国
    • 其他的

第九章：竞争格局及分析

  • 主要企业和策略分析
  • 市占率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第十章：公司简介

  • BlackRock, Inc.
  • Charles River Systems, Inc.
  • MSCI Inc.
  • The Vanguard Group, Inc.
  • T. Rowe Price Group, Inc.
  • FactSet
  • HedgeGuard
  • Broadridge Financial Solutions, Inc.
  • SAGE Group SA
  • FA SOLUTIONS

第十一章 附录

  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益
  • 调查方法
  • 简称

图表目录

表格列表

简介目录
Product Code: KSI061613762

The global portfolio management system market is expected to grow from USD 9.133 billion in 2025 to USD 15.438 billion in 2030, at a CAGR of 11.07%.

The global portfolio management system market is poised for significant growth, driven by the increasing adoption of agile, cloud-based solutions and a competitive business landscape marked by emerging startups and technological advancements. Portfolio management systems enable investors to build and manage investment portfolios to achieve long-term financial goals while minimizing risk through active strategies like buying and selling assets to outperform the market. The rise in data-driven decision-making, fueled by big data and advanced analytics, has rendered traditional storage solutions inadequate, necessitating sophisticated tools for data management and pattern identification. The market is further propelled by the growing demand for cloud-based solutions, which offer cost efficiency and flexibility, particularly for small and medium-sized enterprises (SMEs). However, challenges such as high implementation costs and the need for skilled personnel may pose constraints to market expansion.

Market Drivers

Adoption of Cloud-Based Solutions

The increasing use of cloud analytics to streamline business operations, especially among SMEs, is a key driver of the portfolio management system market. Cloud-based solutions provide flexibility, scalability, and cost efficiency, enabling organizations to manage large-scale projects and access data across connected devices seamlessly. The virtual deployment of these solutions simplifies service delivery, enhancing operational efficiency and driving user preference for cloud platforms. The growing number of organizations adopting cloud project management software to track and control projects further accelerates market growth.

Rising Competitive Market

The proliferation of startups and expanding enterprises has intensified competition, pushing companies to adopt advanced portfolio management systems to stay ahead. The need to manage complex data flows in a competitive environment has increased demand for comprehensive technology platforms. Automation, cloud computing, and other innovative solutions are being leveraged to enhance operational efficiency and maintain a competitive edge, fueling market expansion.

Technological Advancements

The introduction of technologically superior enterprise solutions is a significant growth factor. Companies are launching innovative platforms to support digital transformation and improve project management. These solutions, equipped with advanced features like enhanced Gantt chart performance and real-time resource management, cater to the evolving needs of businesses, driving adoption across industries.

Geographical Outlook

United States

The United States dominates the global portfolio management system market, driven by a rising number of businesses, increasing digitization, and substantial investments across industries, particularly in the Banking, Financial Services, and Insurance (BFSI) sector. The availability of cost-effective portfolio management systems and the introduction of advanced technologies are key growth drivers. The U.S. market benefits from a strong focus on innovation, with companies investing in solutions that enhance workflow visibility and project execution, attracting a larger client base and fueling market expansion.

The portfolio management system market is set for robust growth, propelled by the widespread adoption of cloud-based solutions, a competitive business landscape, and technological advancements. The U.S. leads as a dominant market, driven by digitization, cost-effective solutions, and significant investments in industries like BFSI. The shift toward agile, data-driven platforms and the increasing need for efficient project management tools position the market for sustained expansion. While challenges like implementation costs persist, the focus on innovation and cloud adoption offers significant opportunities for market players to meet evolving enterprise demands.

Key Benefits of this Report:

  • Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
  • Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
  • Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
  • Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data from 2022 to 2024 & forecast data from 2025 to 2030
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.

Segmentation:

By Products

  • On-Premise
  • Cloud

By Services (Size)

  • Small
  • Medium
  • Large

By Services (Industry)

  • Communication and Technology
  • Healthcare
  • Business Services
  • Financial Services
  • Manufacturing
  • Retail
  • Others

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • Germany
  • France
  • United Kingdom
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Indonesia
  • Thailand
  • Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY PRODUCTS

  • 5.1. Introduction
  • 5.2. On-Premise
  • 5.3. Cloud

6. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY SERVICES

  • 6.1. Introduction
  • 6.2. Small
  • 6.3. Medium
  • 6.4. Large

7. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY SERVICES

  • 7.1. Introduction
  • 7.2. Communication and Technology
  • 7.3. Healthcare
  • 7.4. Business Services
  • 7.5. Financial Services
  • 7.6. Manufacturing
  • 7.7. Retail
  • 7.8. Others

8. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET BY GEOGRAPHY

  • 8.1. Introduction
  • 8.2. North America
    • 8.2.1. USA
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Others
  • 8.4. Europe
    • 8.4.1. Germany
    • 8.4.2. France
    • 8.4.3. United Kingdom
    • 8.4.4. Spain
    • 8.4.5. Others
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. UAE
    • 8.5.3. Others
  • 8.6. Asia Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Indonesia
    • 8.6.6. Thailand
    • 8.6.7. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. BlackRock, Inc.
  • 10.2. Charles River Systems, Inc.
  • 10.3. MSCI Inc.
  • 10.4. The Vanguard Group, Inc.
  • 10.5. T. Rowe Price Group, Inc.
  • 10.6. FactSet
  • 10.7. HedgeGuard
  • 10.8. Broadridge Financial Solutions, Inc.
  • 10.9. SAGE Group SA
  • 10.10. FA SOLUTIONS

11. APPENDIX

  • 11.1. Currency
  • 11.2. Assumptions
  • 11.3. Base and Forecast Years Timeline
  • 11.4. Key benefits for the stakeholders
  • 11.5. Research Methodology
  • 11.6. Abbreviations

LIST OF FIGURES

LIST OF TABLES