Global Portfolio Management System Market Size, Share, Opportunities, And Trends By Deployment Model (On-Premise, Cloud), By Enterprise Size (Small, Medium, Large), By End-User Industry (Communication and Technology, Healthcare, Business Services, Financial Services, Manufacturing, Retail, Others), And By Geography - Forecasts From 2023 To 2028

The global portfolio management system market is expected to grow at a compound annual growth rate of 8.98% over the forecast period to reach a market size of US$28.796 billion in 2028, from US$15.770 billion in 2021.

To achieve investors' long-term financial goals and to limit risk, portfolio management is the practice of building and managing a portfolio of investments. Active portfolio management involves methodically purchasing and selling stocks and other assets to outperform the market. The prime factor propelling the market growth is the rising competitive marketplace with more emerging startups and product launches in the portfolio management system market.

Growth Drivers of the global portfolio management system market

There are factors propelling the global portfolio management system market such as the growing adoption of agile solutions in the enterprise, cloud-based computing, and a more fact-focused approach. For instance, cloud adoption globally reached 81% in 2020 as per the Cloud Standards Organization. Big data's advent and the escalating technological demands it has spawned have made standard storage solutions unsuitable for most organizations and necessitated the development of more advanced tools for data search and pattern identification. Further, the Cloud Standard Organization estimates that the adoption of cloud computing will increase exponentially with each passing year.

Rising Competitive Market and Product Launches

The rising number of start-ups and expansion of companies creating a more competitive market is propelling the global portfolio management system market. Enterprises need to have access to a technology platform that offers comprehensive portfolio management solutions because there are now more data flows to maintain than ever before. Companies in a competitive market try their best to be at the top in the market through the adoption of advanced technology, automation, and other portfolio management system such as cloud computing. According to the US Business Formation Statistics, the total number of business applications filed in 2022 was 5.07 million.

 The registration of new companies in India increased by 14.7% in the first half of 2022 as compared to 2021 according to the Ministry of Corporate Affairs, India with the service sector registering the highest growth.

The cloud deployment model is expected to grow.

The rising adoption of cloud analytics to enhance business operations for small and medium-sized enterprises is expected to drive overall market growth during the forecast period. The growing demand for cloud-based solutions for the management of large-scale projects is one of the major factors which is contributing to the market growth.

Moreover, the increase in the number of organizations using cloud project management software solutions is also rising. Companies are making significant efforts to efficiently track and control their projects which have boosted the demand for cloud-based solutions as they offer cost efficiency and flexibility owing to which the user preference for the adoption of cloud solutions is higher. The deployment of cloud-based solutions is a virtual process that makes service delivery easier and helps the organization to access its data across connected devices at any point in time. These advantages are anticipated to drive the global portfolio management system growth during the forecast period.

Introduction of Technologically superior enterprises solution to encourage market growth.

The introduction of technologically superior enterprise solutions by various small to large companies is projected to encourage overall market growth. For instance, Infosys has launched Live Enterprise Suite which is a comprehensive set of platforms, solutions, and digital services that help enterprises to accelerate their digital transformation and innovation journey.

Victory Square Technologies has introduced an AI-based solution known as “Tim” which is real-time resource management software. KeyedIn has announced the launch of a new version of its cloud-based project and portfolio management (PPM) solution with enhanced Gantt chart performance which helps users to plan and execute projects with more than 20k tasks with superior performance.  Data Systems International has introduced a cloud-based inventory management solution that helps in improving productivity, compliance, inventory optimization, and revenue generation.

The United States in North America is an Expected Dominant Market

The USA portfolio management system market will continue to rise on account of a rising number of businesses and increasing digitization. Increased investments across industries in the US, as well as the inexpensive availability of portfolio management systems, are likely to be important drivers of market expansion.

Market expansion is also likely to be fuelled by the introduction of improved technologies, especially in the BFSI sector as businesses want to attract a larger client base. For example, Planview, a Texas-based portfolio management technology supplier, announced significant updates to its Planview Lean Kit in March 2019. Organizations may gain improved visibility into their workflows and strengthen current relationships among teams working on numerous projects with this new Agile Scaler solution. The continual pumping of enormous investments into this region by major companies across industries will fuel market expansion in this region.

For instance, Backstage outlined plans to invest US$250,000 to US$1 million across 30 startups in March 2022, while also setting aside funds for additional follow-on funding, while the Opportunity Fund is still being funded. Backstage's initial average check amount of US$40,000 has further increased. In September 2021, the BlackRock Foundation provided a US$100 million grant to Breakthrough Energy's Catalyst Program to speed up the development of climate solutions required to generate net-zero emissions by 2050.

Key Developments

• In February 2022, A new tool to assist investors in integrating ESG management throughout their investment portfolio firms and accelerating ESG reporting was introduced by Planetly, a supplier of carbon management software solutions.
• In December 2021, for its high-net-worth individuals (HNI) investors, Paytm Money, a wholly owned subsidiary of Paytm, opened a marketplace for portfolio management services (PMS).
• In May 2022, Whoz, a SaaS solution that is delivering project portfolio and smart staffing and talent management, raised EUR 25 million in a funding round led by PSG Equity.

Global Portfolio Management System Market Scope:

 

Report Metric	Details
Market Size Value in 2021	US$15.770 billion
Market Size Value in 2028	US$28.796 billion
Growth Rate	CAGR of 8.98% from 2021 to 2028
Base Year	2021
Forecast Period	2023 – 2028
Forecast Unit (Value)	USD Billion
Segments Covered	Deployment Model, Enterprise Size, End-User Industry, and Geography
Regions Covered	North America, South America, Europe, Middle East and Africa, Asia Pacific
Companies Covered	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
Customization Scope	Free report customization with purchase

 

Segmentation:

• By Deployment Model
  • On-Premise
  • Cloud
• By Enterprise Size
  • Small
  • Medium
  • Large
• By End-User Industry
  • Communication and Technology
  • Healthcare
  • Business Services
  • Financial Services
  • Manufacturing
  • Retail
  • Others
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Others
  • Europe
    • United Kingdom
    • Germany
    • France
    • Spain
    • Others
  • Middle East and Africa
    • Saudi Arabia
    • UAE
    • Israel
    • Others
  • Asia Pacific
    • Japan
    • China
    • India
    • South Korea
    • Indonesia
    • Thailand
    • Others

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1. INTRODUCTION

1.1. Market Overview

1.2. Market Definition

1.3. Scope of the Study

1.4. Market Segmentation

1.5. Currency

1.6. Assumptions

1.7. Base, and Forecast Years Timeline

2. RESEARCH METHODOLOGY  

2.1. Research Design

2.2. Research Data

2.3. Validation

3. EXECUTIVE SUMMARY

3.1. Key Findings

4. MARKET DYNAMICS

4.1. Market Drivers

4.2. Market Restraints

4.3. Porter’s Five Forces Analysis

4.3.1. Bargaining Power of Suppliers

4.3.2. Bargaining Power of Buyers

4.3.3. The threat of New Entrants

4.3.4. Threat of Substitutes

4.3.5. Competitive Rivalry in the Industry

4.4. Industry Value Chain Analysis

5. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET, BY DEPLOYMENT MODEL

5.1. Introduction

5.2. On-Premise

5.3. Cloud

6. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET, BY ENTERPRISE SIZE

6.1. Introduction

6.2. Small

6.3. Medium

6.4. Large

7. GLOBAL PORTFOLIO MANAGEMENT SYSTEM MARKET, BY END-USER INDUSTRY

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. By Deployment Model

8.2.2. By Enterprise Size

8.2.3. By End-User Industry

8.2.4. By Country

8.2.4.1. United States

8.2.4.2. Canada

8.2.4.3. Mexico

8.3. South America

8.3.1. By Deployment Model

8.3.2. By Enterprise Size 

8.3.3. By End-User Industry

8.3.4. By Country

8.3.4.1. Brazil

8.3.4.2. Argentina

8.3.4.3. Others

8.4. Europe

8.4.1. By Deployment Model 

8.4.2. By Enterprise Size 

8.4.3. By End-User Industry

8.4.4. By Country

8.4.4.1. United Kingdom

8.4.4.2. Germany

8.4.4.3. France

8.4.4.4. Spain

8.4.4.5. Others

8.5. Middle East and Africa

8.5.1. By Deployment Model

8.5.2. By Enterprise Size

8.5.3. By End-User Industry

8.5.4. By Country

8.5.4.1. UAE

8.5.4.2. Israel

8.5.4.3. Saudi Arabia

8.5.4.4. Others

8.6. Asia Pacific

8.6.1. By Deployment Model

8.6.2. By Enterprise Size

8.6.3. By End-User Industry

8.6.4. By Country

8.6.4.1. China

8.6.4.2. Japan

8.6.4.3. South Korea

8.6.4.4. Indonesia

8.6.4.5. Thailand

8.6.4.6. India

8.6.4.7. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

9.1. Major Players and Strategy Analysis

9.2. Emerging Players and Market Lucrativeness

9.3. Mergers, Acquisitions, Agreements, and Collaborations

9.4. Vendor Competitiveness Matrix

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

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