Equity Management Statistics


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Equity Management Statistics 2023: Facts about Equity Management outlines the context of what’s happening in the tech world.

LLCBuddy editorial team did hours of research, collected all important statistics on Equity Management, and shared those on this page. Our editorial team proofread these to make the data as accurate as possible. We believe you don’t need to check any other resources on the web for the same. You should get everything here only 🙂

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Top Equity Management Statistics 2023

☰ Use “CTRL+F” to quickly find statistics. There are total 15 Equity Management Statistics on this page 🙂

Equity Management “Latest” Statistics

  • Retail investors were the main driver of net inflow, contributing 4.4% of net new capital in 2020, twice the size of the contribution made by institutional investors (2.2%).[1]
  • Retail portfolios, representing 41% of global assets at $42 trillion, grew by 11% in 2020, while institutional investments grew at a similar pace to reach $61 trillion, or 59% of the global market.[1]
  • The asset management industry has emerged from the global pandemic in a position of strength, with assets growing by 11% in 2020 to end the year at $103 trillion.[1]
  • Assets under management increased by 12% to reach $49 trillion in 2020, continuing the biggest asset management area in the world’s trend of double.[1]
  • Financial managers’ employment is anticipated to expand by 17% between 2021 and 2031, which is substantially faster than the average for all professions.[2]
  • With growth being slow, US organic net flows between 2013 and 2018 averaged 1.1% annually and were virtually completely driven by passive methods. Traditional feet on the street distribution approaches have been called into doubt by asset managers.[3]
  • The time spent on trade monitoring efforts has been cut by 55 to 85% for asset managers who have adopted these strategies, and more crucially, risk detection has improved.[3]
  • The method pulls more than four million distinct data items and has decreased the time needed to produce relevant reports by 60%.[3]
  • With sales outcomes up to 10 times better than control groups that did not employ these analytical tools, these algorithms have repeatedly shown to have higher than 80% accuracy.[3]
  • Behavioral-based segmentation of clients and subsequent adaptation of sales efforts can free up 15% or more of existing salesforce capacity and increase sales from priority client relationships by up to 30%.[3]
  • The algorithms have proven to have greater than 80% accuracy in multiple instances, with sales results up to ten times better than control groups that did not use the analytical tools.[3]
  • Two-thirds of baby-boomer assets are currently held by joint households (where a female is present but not actively involved in financial decisions), meaning that roughly $11 trillion in assets are likely to be put into play.[4]
  • 30% of customers without financial advisors who responded to recent polls conducted during the worldwide pandemic indicated they intended to actively seek one in the next year.[4]
  • Only 25% of wealthy women, 15% less than affluent men, say they feel comfortable making investment and savings related choices on their own.[4]
  • Particularly true for widows within a year of their husbands’ passing, 70% of women change their wealth connection to a different financial institution.[4]

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How Useful is Equity Management

One of the main reasons why equity management is so vital is because it helps in maintaining a balance between debt and equity within an organization. By carefully managing equity, companies can avoid the pitfalls of excessive debt that may lead to financial distress and insolvency. This balance is crucial for ensuring the long-term viability and sustainability of a business.

Equity management also plays a critical role in strategic decision-making. By carefully evaluating the different options for resource allocation, organizations can determine the best way to utilize their assets to achieve their long-term goals. This may involve investing in new projects, diversifying into different markets, or exploring opportunities for mergers and acquisitions. Without effective equity management, companies may struggle to make informed decisions that align with their long-term objectives.

Furthermore, equity management is essential for attracting investors and raising capital. Investors are more likely to put their money into companies that demonstrate strong financial health and responsible management of their equity. By effectively managing equity, organizations can increase their credibility in the eyes of investors and access new sources of funding to fuel their growth and expansion.

Equity management also plays a crucial role in ensuring fair treatment of stakeholders. By providing transparency in how resources are allocated and how returns are distributed, organizations can build trust and loyalty among their stakeholders. This goes a long way in fostering positive relationships with employees, customers, suppliers, and the community at large.

Additionally, equity management helps in risk mitigation and safeguarding against unforeseen challenges. By diversifying investments and preserving resources, organizations can better weather economic downturns, shifts in the market, or unexpected crises. This resilience is crucial for navigating an increasingly volatile and uncertain business environment.

In conclusion, equity management is not just a theoretical concept but a practical tool that is indispensable for the success and sustainability of any organization. By carefully managing equity, companies can achieve a healthy balance between debt and equity, make strategic decisions that align with their long-term goals, attract investors and raise capital, ensure fair treatment of stakeholders, and mitigate risks. Embracing equity management as a fundamental part of business strategy is a wise choice for organizations looking to thrive in today’s competitive marketplace.

Reference

  1. bcg – https://www.bcg.com/publications/2021/global-asset-management-industry-report
  2. bls – https://www.bls.gov/ooh/management/financial-managers.htm
  3. mckinsey – https://www.mckinsey.com/industries/financial-services/our-insights/advanced-analytics-in-asset-management-beyond-the-buzz
  4. mckinsey – https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

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