Other Investment Pools and Funds Industry Research Report

Industry Overview

This industry group comprises legal entities (i.e., investment pools and/or funds) organized to pool securities or other assets (except insurance and employee benefit funds) on behalf of shareholders, unitholders, or beneficiaries.
Source: U.S. Census Bureau

Other Investment Pools and Funds Market Size

This research report analyzes the market size and trends in the Other Investment Pools and Funds industry. It shows overall market size from 2020 to the present, and predicts industry growth through 2030. Revenues data include both public and private companies.

	Historical					Forecasted
	2020	2021	2022	2023	2024	2025	2026	2027	2028	2029	2030
Market Size (Total Revenue)	Included in Report
% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company

Source: U.S. government financial data



Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the industry.

Geographic Breakdown by U.S. State

Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for Other Investment Pools and Funds companies in the United States.

Distribution by Company Size

Company Size	All Industries	Other Investment Pools and Funds
Small Business (< 5 Employees)	Included
Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Industry Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:

• Cost of goods sold
• Compensation of officers
• Salaries and wages
• Employee benefit programs
• Rent paid
• Advertising and marketing budgets

The report includes a traditional income statement from an "average" Other Investment Pools and Funds company (both public and private companies are included).

	Industry Average	Percent of Sales
Total Revenue	Included
Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial Ratio	Industry Average
Profitability Ratios	Included
Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Compensation and Salary Surveys

Salary information for employees working in the Other Investment Pools and Funds industry.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management Occupations	14%	Included
Top Executives	5%
Chief Executives	1%
General and Operations Managers	5%
Operations Specialties Managers	7%
Financial Managers	5%
Financial Managers	5%
Business and Financial Operations Occupations	32%
Business Operations Specialists	6%
Financial Specialists	26%
Accountants and Auditors	6%
Accountants and Auditors	6%
Financial Analysts and Advisors	17%
Financial Analysts	9%
Personal Financial Advisors	8%
Sales and Related Occupations	12%
Sales Representatives, Services	10%
Securities, Commodities, and Financial Services Sales Agents	10%
Securities, Commodities, and Financial Services Sales Agents	10%
Office and Administrative Support Occupations	28%
Secretaries and Administrative Assistants	11%
Secretaries and Administrative Assistants	11%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive	9%
Other Office and Administrative Support Workers	8%
Office Clerks, General	7%
Office Clerks, General	7%

Government Contracts

The federal government spent an annual total of $1,301,425 on the Other Investment Pools and Funds industry. It has awarded 31 contracts to 14 companies, with an average value of $92,959 per company.

Top Companies in Other Investment Pools and Funds and Adjacent Industries

Company	Address	Revenue ($ Millions)
Included