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市場調查報告書
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1824476

全球投資組合管理系統市場：2025-2030 年預測

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個工作天內

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簡介目錄

投資組合管理系統市場預計將從 2025 年的 91.33 億美元成長到 2030 年的 154.38 億美元，複合年成長率為 11.07%。

由於敏捷的雲端基礎解決方案日益普及，以及新興企業和技術進步推動的競爭格局，市場格局預計將大幅成長。投資組合管理系統使投資者能夠建立和管理投資組合，以實現長期財務目標，同時透過買賣資產等主動策略將風險降至最低，從而超越市場。巨量資料和高階分析技術所推動的數據主導決策興起，使得傳統的儲存解決方案顯得力不從心，需要先進的資料管理和模式識別工具。市場對具有成本效益和靈活性的雲端基礎解決方案的需求日益成長，尤其對於中小型企業而言，這也進一步推動了市場的發展。然而，高昂的實施成本和對技術人員的需求等挑戰可能會限制市場擴張。

市場促進因素

採用雲端基礎的解決方案

擴大使用雲端分析來簡化業務營運，尤其是在中小企業中，這是投資組合管理系統市場的主要促進因素。雲端基礎的解決方案提供靈活性、擴充性和成本效益，使組織能夠管理大型計劃並跨連接設備無縫存取資料。這些解決方案的虛擬部署簡化了服務交付並提高了營運效率，推動了使用者對雲端平台的偏好。越來越多的組織採用雲端計劃管理軟體來追蹤和管理計劃，這進一步推動了市場的成長。

市場競爭加劇

新興企業和擴張企業的激增加劇了競爭，迫使企業採用先進的投資組合管理系統以保持領先地位。在競爭激烈的環境中管理複雜資料流的需求推動了對綜合技術平台的需求。自動化、雲端運算和其他創新解決方案正在推動市場擴張，企業利用這些解決方案來提高營運效率並保持競爭力。

技術進步

採用技術先進的企業解決方案是主要的成長要素。各大公司正在推出創新平台，以支援數位轉型並改善計劃管理。這些解決方案憑藉著增強的甘特圖效能和即時資源管理等先進功能，滿足了企業不斷變化的需求，並正在推動各行各業的採用。

區域展望

美國

美國在投資組合管理系統市場佔據主導地位，這得益於公司數量的成長、數位化的提高以及各行各業（尤其是銀行、金融服務和保險 (BFSI) 領域）的大量投資。經濟高效的投資組合管理系統的可用性和先進技術的採用是關鍵的成長動力。美國市場由技術創新驅動，公司紛紛​​投資於能夠增強工作流程可視性和計劃執行力的解決方案，從而擴大基本客群並推動市場擴張。

受雲端基礎方案的廣泛採用、競爭格局和技術進步的推動，投資組合管理系統市場有望迎來強勁成長。美國憑藉數位化、經濟高效的解決方案以及對BFSI等產業的大量投資，成為市場主導。由於向敏捷數據主導平台的轉變以及對高效計劃管理工具日益成長的需求，預計市場將繼續擴張。儘管實施成本等挑戰依然存在，但對創新和雲端應用的關注正為市場參與者提供滿足企業不斷變化的需求的重要機會。

本報告的主要優點

  • 深刻分析：獲得涵蓋主要地區和新興地區的深入市場洞察，重點關注客戶群、政府政策和社會經濟因素、消費者偏好、垂直行業和其他細分市場。
  • 競爭格局：了解主要企業所採用的策略策略，並了解採用正確策略的市場滲透潛力。
  • 市場趨勢和促進因素：探索動態因素和關鍵市場趨勢以及它們將如何影響未來的市場發展。
  • 可行的建議：利用洞察力來制定策略決策，在動態環境中開闢新的業務流和收益。
  • 受眾廣泛：對於新興企業、研究機構、顧問、中小企業和大型企業來說，既有利又划算。

它有什麼用途？

產業與市場考量、商業機會評估、產品需求預測、打入市場策略、地理擴張、資本支出決策、法律規範與影響、新產品開發、競爭影響

調查範圍

  • 2022 年至 2024 年的歷史數據和 2025 年至 2030 年的預測數據
  • 成長機會、挑戰、供應鏈前景、法律規範與趨勢分析
  • 競爭定位、策略和市場佔有率分析
  • 收益成長和預測細分市場和區域分析（包括國家）
  • 公司概況（尤其是財務狀況和關鍵發展）

目錄

第1章執行摘要

第2章市場概述

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔

第3章 經營狀況

  • 市場促進因素
  • 市場限制
  • 市場機遇
  • 波特五力分析
  • 產業價值鏈分析
  • 政策法規
  • 策略建議

第4章 技術展望

5. 全球投資組合管理系統市場（按產品）

  • 介紹
  • 本地部署
  • 雲

6. 全球投資組合管理系統市場（依公司規模）

  • 介紹
  • 小的
  • 中等的
  • 大的

7. 全球投資組合管理系統市場（依產業垂直分類）

  • 介紹
  • 通訊與科技
  • 衛生保健
  • 商業服務
  • 金融服務
  • 製造業
  • 零售
  • 其他

8. 全球投資組合管理系統市場（按地區）

  • 介紹
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他
  • 歐洲
    • 德國
    • 法國
    • 英國
    • 西班牙
    • 其他
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 印尼
    • 泰國
    • 其他

第9章：競爭格局及分析

  • 主要企業和策略分析
  • 市佔率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第10章：公司簡介

  • 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11章 附錄

  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益
  • 調查方法
  • 簡稱

圖表目錄

表格列表

簡介目錄
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