Procurement Market Intelligence Report
Investment Management Services
Sourcing Guide & Market Intelligence
Smarter cost management starts with comprehensive market intelligence
United States
Global
Quick Navigation
Investment Management Services Global Overview
Definition
Summary
This report is intended to assist buyers, which are also referred to as investors, of investment management services. Operators make investment decisions on behalf of investors, such as individuals or institutions, to achieve specified investment benchmarks given an accepted level of risk. Investment managers may be responsible for all aspects of managing clients' portfolios, such as buying and selling securities, settlement of transactions, performance measurement, reporting and regulatory compliance. Key buyers in this market include commercial businesses, government agencies and consumers.
This Report Includes:
- Portfolio Management
- Security Trading
Not in this Report:
- Corporate Treasury Services
- Accounting Services
- Real Estate Asset Management and Consulting Services.
Global Investment Management Services Procurement Trends
Discover the top international trends affecting procurement in the global Investment Management Services market.
Warning Trends
Fed lowers rates for the first time in 2025
- On September 17, the Federal Reserve’s Federal Open Market Committee (FOMC) voted to lower interest rates to a target range of 4.0% to 4.25%, down 0.25% from the rate it had been holding since November of last year.
- Despite indications at the start of the year that steady reductions to the relatively high 4.25% to 4.5% rate were on the horizon, the Fed held off on rate cuts for much of the year due to concerns that the combination of higher tariffs and a reduction in borrowing costs could cause rebounding inflation.
- The September cut to Fed interest rates signals a shift in this strategy, indicating that the Fed now considers weakening employment figures a greater threat than inflation. As a result, FOMC officials have also signaled that two additional rate cuts are likely before the end of the year in an effort to fight unemployment and stimulate the economy.
- Declining Fed funds rates will provide relief to borrowers by lowering the market interest rates for consumer and business loans. This reduction in the cost of borrowing will reduce the cost of many banking and financial services, and may spur increases in demand across the economy.
Global Investment Management Services Market - Suppliers by Region
| Country/Region | Number of Suppliers |
|---|---|
| #1 China | 32,360 |
| #2 Europe | 30,500 |
| #3 Oceania & Southeast Asia | 26,290 |
Explore supplier concentration across the globe
We've uncovered the 11 top regions for global procurement, based on feedback from our most strategic clients. Access vendor counts for each unique region when you subscribe.
2
Geography Drilldown - US
Average Cost of Investment Management Services
United States
2026 Market Pricing$0.05 to $X.XX
of assets under management per yearAverage Price
Prices in the Investment Management Services market range from $0.05 to $X.XX, depending on Volume of Assets, Method of Investment, Breadth of Services, Experience and Geographic Location. For example, lower prices are associated with Lower volume of assets (0.1% to 1.5% of assets under management per year), whereas higher prices are associated with Higher volume of assets (0.5% to 2.0% of assets under management per year).
Need the scoop on international price trends?
Between our Europe and Canada collections, we provide price data for 350 markets so you can instantly compare prices across borders. Or, use our custom research services for intel on prices in any region across the globe.
Investment Management Services Category Price Trends
Pricing trends are indicated by the compound annual growth rate (CAGR) during a set period of time. For the Investment Management Services market, prices in the US have grown 0.1% from 2022 to 2025. Subscribers can access price trend forecasts, price driver projections and forward-looking cost structure data. Learn more
United States (2022-2025)
United States (2025-2028)
Compound Annual Growth Rate
Wondering where prices are heading?
Price trend forecasts are available to subscribers, along with price driver projections and forward-looking cost structure data.
Cost Analysis - Total Cost of Ownership for Investment Management Services
Total cost of ownership is Medium in the Investment Management Services market. The average cost of ownership differs depending on the contract but generally includes costs negotiated before the contract begins, costs billed during the contract period and unforeseen costs. For example, unforeseen costs in the form of Hidden Fees may raise the total cost of ownership unexpectedly.
Negotiated Before
Customization
Billed During
Handling
Unforeseen
Hidden Fees
Buyer Power in Procurement Negotiations
In 2026, buyer power amounts to 0.8 in the United States. Buyer power is most positively impacted by Recent Developments. It is most negatively impacted by Recent Price Volatility. Subscribers can access details on eight other factors that impact buyer power. Learn more
United States
Buyer power forecasts: your glimpse into the future
Develop strategies for the upcoming year and identify unforeseen opportunities for buying now
- Actionable "Buy Now" and "Buy Later" insights
- Near-real-time updates to current and forecast Buyer Power Scores
- Methodology and weightings for Buyer Power Score Components
Supply Chain Risk
The average level of supply chain risk is assessed as Low, which has a positive impact on buyer power. The level of supply chain risk is affected by industry volatility, barriers to entry, competition, import penetration, regulation and industry financial risk. Buyers in this market can mitigate procurement and supply chain management risks by monitoring risk levels for individual first and second tier suppliers:
1st
Tier Suppliers
- Securities Brokerage Firms
- Custody, Asset & Securities Services Firms
- Commercial Lessors
- Computer & Packaged Software Wholesaling
2nd
Tier Suppliers
- Investment Banking & Securities Dealing Providers
- Property Management Firms
- Computer Manufacturing
Biggest Investment Management Services Suppliers in the US by Revenue
The largest Investment Management Services vendors by revenue in the US are Capital Group Companies Inc., Prudential Financial, Inc. and The Goldman Sachs Group, Inc. Subscribers can sort and filter by market share concentration, profit level and other factors. Learn more
| Supplier | Operational Size | Headquarters | Number of Employees | Market Share (%) | Market Share Performance (3yr trend) | Total Revenue ($ million) | Profit Level (%) | Risk Level |
|---|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | Global | NEW YORK | >10,000 | < 5 | ||||
| The Goldman Sachs Group, Inc. | Global | NEW YORK | >10,000 | < 5 | ||||
| The Bank Of New York Mellon Corporation | Global | New York, NY | >10,000 | < 5 | ||||
| State Street Corporation | Global | BOSTON, MA | >10,000 | < 5 | ||||
| Blackrock, Inc. | Global | NEW YORK, NY | >10,000 | < 5 | ||||
| Vanguard Group Inc. | Global | Valley Forge, PA | >10,000 | < 5 | ||||
| Capital Group Companies Inc. | Global | Los Angeles, CA | 1,001-10,000 | < 5 | ||||
| Prudential Financial, Inc. | International | < 5 | ||||||
| Allianz Se | Global | Munich, DE | >10,001 | < 5 | ||||
Looking for a list of suppliers by country?
Subscribers can access vendor information on Canadian and European suppliers, too. We also offer custom research services to help with vendor sourcing anywhere in the world.
Profit Analysis
The average profit margin across vendors in the Investment Management Services market is 33.7% and steady. Profit levels shift depending on suppliers' spend on wages, purchases and overhead. The highest cost component for vendors is Overhead. The cost trend for this component is stagnating, when considering movement between 2025 and 2026. To understand cost forecasts for 2027 and uncover the implications on profit, start your subscription. Learn more
Vendor & Supply Chain Analysis
Vendors face a low average risk in the market due to strong profit levels, low competition from substitutes, and favorable demand trends.
Among the estimated 23,000 investment management firms in the United States, the top four operators account for less than 30.0% of total market revenue, signaling a low level of concentration.
Supply chain risk for investment management services is low as material inputs are not regularly procured.
The United States is a net importer of computers, meaning it imports more computers than it exports. While lower manufacturing costs abroad drive down prices for imported computers, relying on imports can lead to potential shortages or price increases if there are supply chain disruptions due to geopolitical tensions, trade disputes, or global crises.
Supplier Information
Allianz Se
Allianz Se is a public company operating globally in the finance & insurance sector. The company's offerings include investment management services, marine insurance, business interruption insurance, supply chain insurance, professional indemnity insurance. Founded in 1890, the company is currently headquartered... Subscribe to learn more
Blackrock, Inc.
Blackrock, Inc. is a public company operating globally in the finance and insurance sector. The company's offerings include investment management services. Founded in 1988, the company is currently headquartered in New York, New York, United States of America with an estimated 19800 employees. Subscribe to learn more
Capital Group Companies Inc.
Capital Group Companies Inc. is a private company operating globally in the finance & insurance sector. The company's offerings include investment management services. Founded in 1931, the company is currently headquartered in Los Angeles, California, United States of America with an estimated 5500 employees.... Subscribe to learn more
FMR LLC
FMR LLC is a private company operating globally in the finance & insurance sector. The company's offerings include investment management services and 401(k) administration services. Founded in 1946, the company is currently headquartered in Boston, Massachusetts, United States of America with an estimated... Subscribe to learn more
Jpmorgan Chase & Co
JPMorgan Chase & Co. is a global financial holding company. It specializes in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through its bank subsidiary, JPMorgan Chase Bank, National Association,... Subscribe to learn more
Prudential Financial, Inc.
Prudential Financial, Inc. is a private company operating internationally in the finance & insurance sector. The company's offerings include investment management services, commercial mortgage financing, life insurance and disability insurance. Founded in 1900,. Subscribe to learn more
State Street Corporation
State Street Corporation is a public company operating globally in the finance and insurance sector. The company's offerings include investment management services. Founded in 1792, the company is currently headquartered in BOSTON, Massachusetts, United States of America with an estimated 42000 employees.... Subscribe to learn more
The Bank Of New York Mellon Corporation
The Bank Of New York Mellon Corporation is a public company operating globally in the finance and insurance sector. The company's offerings include corporate treasury services and investment management services. Founded in 2007, the company is currently headquartered in New York, New York, United States of... Subscribe to learn more
The Goldman Sachs Group, Inc.
Goldman Sachs Group, Inc. is a global financial institution that delivers financial services to corporations, financial institutions, governments, and individuals. It organizes its business into three segments: the Global Banking & Markets segment, which offers advisory and underwriting; the Asset & Wealth... Subscribe to learn more
Accelerate the vendor selection process
Get a clear picture of the competition in a market and discover which vendors are best-suited for your sourcing needs. Our supplier profiles include hard-to-find financial ranges for private companies, cover public company data and feature an interactive competitor matrix.
Procurement Management KPIs for the Investment Management Services Market
Managing vendor performance throughout the contract period is easier when tracking specific key performance indicators (KPIs). For example, buyers should monitor Cash Flow and Current Ratio (Assets/Liabilities). Buyers may experience better performance throughout their contracts if they establish service level agreements (SLAs) based on Regulatory Compliance and other factors.
| KPI | Level of Importance (1-5) | Measurements | Key Considerations |
|---|---|---|---|
| Cash Flow |
|
Liquidity ratio Profit margins |
Vendors need to maintain positive cashflow to pay their bills and protect their reputation. These factors minimize the risk of experiencing service discontinuity due to vendors exiting the market. |
| Current Ratio (Assets/Liabilities) |
|
Current Assets Current Liabilities |
Buyers should give preference to investment management companies in stronger financial standings as they will be managing the buyer's assets. The current ratio can be used to determine a company’s liquidity and its ability to pay its short-term obligations. |
|
|||
Questions to Ask During Procurement Negotiations
How can I gain leverage during negotiations?
Service Performance
What methods do you use to evaluate the performance of an investment?
How have your clients' investments performed over the past few business cycles?
Experience and Expertise
How long has your firm been managing investments for investors?
What licenses, certifications and/or credentials do your employees have?
Price
Aside from a yearly management fee, what other fees must I pay? What services do not fall under the umbrella of the annual management fee?
Do you receive any compensation for recommending certain types of investments? If so, which types of investments?
The ultimate prep for procurement negotations
View all 25 negotiation questions for this category when you subscribe.
Investment Management Services RFP Guidelines
What should my RFP include?
Organizational Overview
Buyers should give an overview of their organizations, including type of ownership (i.e. public or private), industry, establishments and location(s).
Buyers should describe the size and allocation of their investment portfolio.
Statement Of Need
Buyers should outline the breadth of services required (e.g. portfolio management, performance reporting, compliance monitoring).
Buyers should describe their desired management style (i.e. passive or active).
Project Budget
Vendors should include a detailed breakdown of all relevant fees (e.g. advisory fees, custodial fees, conversion fees, travel, training).
Vendors should disclose any fees they may receive from any particular investments.
The RFP process made easy
Find out how you can access RFP templates for 800+ procurement categories to start writing better, more consistent RFPs.
We display average pricing information, trends and market data.
Our Reports include:
- Opportunity assessment
- Market dynamics
- Recent developments
- Positive and warning trends
- Buyer power levers
- Price environment and market pricing
- Geographic wage rates
- Global market updates
- Total cost of ownership
- Cost structure benchmarks and analysis
- Supply chain and vendors
- Global supplier breakdown
- Market share concentration
- Regulation and business requirements
- Vendor management and KPIs
- Sourcing strategy guidance
