Investment Company Business Plan Template [Updated 2024]

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III. Industry Analysis


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The global investments market is valued at an estimated $2305B and is expected to reach $3631.22B in the next five years. The investment management market can be broken into various segments depending on the type of investments involved. Some of the significant categories are hedge funds ($3.9T value) and mutual funds ($25.7T value). There are approximately 16,150 investment companies in the United States.

The investment management industry is experiencing a rapid digital transformation. Fiscal pressures are forcing existing investment firms to focus on streamlining their operational efficiencies through technology to remain competitive among investors.

There is a lot of competitive pressure as new startups enter into the space using digital platforms from the outset, making long-standing traditional firms obsolete if they can’t keep up with the digital transformation. According to recent reports, the millennial age group is expected to hold five times the amount of wealth in the next 10 years, as they do now. An estimated 47% of millennials prefer investment management firms that use digital platforms.

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