Funds Management Services in Australia - Market Research Report

Funds Management Services industry trends (2014-2019)

poll Average industry growth 2014–2019: 2.6%

The Funds Management Services industry has grown over the past five years. The portion of funds sourced from overseas markets has significantly increased over the period. As a result, fund managers have been able to access a larger asset base, as funds under management (FUM) have increased over the period. Industry revenue is expected to grow at an annualised 2.6% over the five years through 2018-19, to $10.9 billion. This includes an anticipated modest growth of 0.5% in 2018-19. Growth in FUM is anticipated to slow over the current year due to global economy concerns, such as slowing growth in the Chinese economy, looming Brexit deadline and US-China trade tensions. The correction in the All Ordinaries Index during late 2018 has also contributed to...
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Funds Management Services industry outlook (2019-2024)

poll Average industry growth 2019-2024: x.xlockPurchase this report or a membership to unlock the average company profit margin for this industry.

Several factors are expected to drive demand for the Funds Management Services industry over the next five years, including an ageing population, growing wealth, and new and evolving investment products. Strong sharemarket performance and rising investor confidence are anticipated to contribute to funds under management (FUM) growth. As a result, industry revenue is forecast to grow at an annualised X.X% over the five years through XXX-XX, to $XX.X billion. Industry profitability is likely to increase slightly over the next five years, as productivity gains made through FUM growth become harder to realise. New assets and markets Alternative investments have grown in popularity over the past decade, and this trend is anticipated to continue over the...
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Funds Management Services industry statistics

  • attach_money Market Size: $11bn
  • business Number of Businesses: 382
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 7,389

Biggest companies in the Funds Management Services industry

The companies holding the largest market share in the Funds Management Services in Australia industry include Macquarie Group Limited and Commonwealth Bank of Australia.

  • pie_chart Macquarie Group Limited Market Share: x.x%
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  • pie_chart Commonwealth Bank of Australia Market Share: x.x%
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What is Funds Management Services industry?

Industry Definition

Industry players mainly provide funds management services, including insurance funds management, public offer unit trusts, government funds and overseas funds. Industry participants generate income by providing portfolio investment services and investment consultant services on a commission and fee basis. The industry excludes superannuation funds management.

Industry Products and Services

  • Deposits
  • Debt securities
  • Australian equities
  • Land and buildings
  • Overseas assets
  • Other assets

Industry Activities

  • Portfolio investment management
  • Financial asset investment consultancy

Market research report - table of contents

Industry Definition

Industry players mainly provide funds management services, including insurance funds management, public offer unit trusts, government funds and overseas funds. Industry participants generate income by providing portfolio investment services and investment consultant services on a commission and fee basis. The industry excludes superannuation funds management.

Main Activities

  • Portfolio investment management
  • Financial asset investment consultancy

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

The performance of the sharemarket affects the value of funds under management (FUM). Equity securities fluctuate in value and affect the asset values hel...
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All Ordinaries index
Cash rate
Demand from life insurance
High income earners

Current Performance

Industry structure and participation
Future of Financial Advice reforms
Economies of scale
 Chart: Revenue Growth

Industry Outlook

Industry structure
Robo-advisor trend
 Table: Funds Management Services in Australia - Market Research Report Industry Revenue Outlook

Industry Life Cycle

Life Cycle Reasons
 Chart: Benchmarking - Funds Management Services in Australia - Market Research Report Industry Lifecycle vs The Economy

Supply Chain

Key Buying Industries

Financial Planning and Investment Advice in Australia
Consumers





Key Selling Industries

Life Insurance in Australia
Superannuation Funds in Australia
General Insurance in Australia




Products & Services

Fund managers offer clients the opportunity to invest in a varying mix of assets, through a variety of investment strategies. These strategies differ depe...
Government sources
Life insurance offices
Public unit trusts
Overseas investors
General insurance
Cash management trusts

Demand Determinants

Demand for funds management services is reflected in the net inflow of funds into pooled investments. A range of factors, including some long-term trends ...
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Major Markets

Government sources
Life insurance offices
Public unit trusts
Overseas investors
General insurance
Cash management trusts

 Chart: Major Market Segmentation for the Funds Management Services in Australia - Market Research Report Industry

International Trade

Business Locations

Chart: Business Locations by State Chart: Business Locations by State

Market Share Concentration

The Funds Management Services industry has moderate industry concentration. The four largest players in the industry are expected to account for over 60% ...
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Key Success Factors

Cost Structure Benchmarks

Profit, Purchases, Wages, Other Costs
 Chart: Cost Structure Benchmarking – Sector vs Funds Management Services in Australia - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

 Table: Barriers to Entry Checklist for the Funds Management Services in Australia - Market Research Report Industry

Industry Globalization

Macquarie Group Limited is an Australian investment bank that serves individuals and corporate and institutional clients. Macquarie offers full-service st...
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Macquarie Group

 Table: Macquarie Group - financial performance

Commonwealth Bank

 Table: Commonwealth Bank - financial performance

Capital Intensity

The Funds Management Services industry is characterised by moderate capital intensity. For every dollar paid as wages, the industry spends an estimated $0...
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 Chart: Level of Capital Intensity for the Funds Management Services in Australia - Market Research Report Industry
 Chart: Tools of the Trade: Growth Strategies for Success

Technology & Systems

Revenue Volatility

Chart: Volatility vs Industry Growth Chart: Volatility vs Industry Growth

Regulation & Policy

Industry Assistance

Table: Industry data Table: Industry Data for the Funds Management Services in Australia Industry

Industry Revenue (2007-2025)
Industry Gross Product (2007-2025)
Establishments (2007-2025)
Businesses (2007-2025)
Employment (2007-2025)
Exports (2007-2025)
Imports (2007-2025)
Wages (2007-2025)
Domestic Demand (2007-2025)

Table: Annual Percentage Change for Key Industry Data Table: Annual Percentage Change for Key Industry Data

Table: Key Ratios for Industry Key Dat Table: Key Ratios for Industry Key Data

Table: Industry Financial Ratios Table: Industry Financial Ratios

Liquidity Ratios
Coverage Ratios
Leverage Ratios
Operating Ratios
Cash Flow & Debt Service Ratios (% of Sales)
Assets, %
Liabilities, %

ASSETS UNDER MANAGEMENT (AUM)

FUNDS UNDER MANAGEMENT (FUM)

MANDATE SOLUTION

MASTER TRUST OR WRAP

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Included in Report

  • Industry Financial Ratios
    Industry Financial Ratios
  • Revenue Forecasts
    Revenue Forecasts
  • Historical and Forecast Growth
    Historical and Forecast Growth
  • Industry Market Size
    Industry Market Size
  • Industry Major Players
    Industry Major Players
  • Profitability Analysis
    Profitability Analysis
  • SWOT Analysis
    SWOT Analysis
  • Industry Trends
    Industry Trends
  • Industry Operating Conditions
    Industry Operating Conditions
  • Porter's 5 Forces Analysis
    Porter's 5 Forces Analysis

Why buy this report on the Funds Management Services industry?

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This report on Funds Management Services in Australia:

  • Provides Market Size information to assist with planning and strategic decisions.
  • Includes the necessary information to perform SWOT, PEST and STEER analysis.
  • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
  • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.

The Funds Management Services in Australia market research report includes:

  • Historical data and analysis for the key drivers of this industry
  • A five-year forecast of the market and noted trends
  • Detailed research and segmentation for the main products and markets
  • An assessment of the competitive landscape and market shares for major companies
  • And of course, much more

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