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Investment management startups

INVESTMENT MANAGEMENT Startups Situation in the Market Asset Management Industry The financial market's dismal performance throughout the crisis has been driving a rapid growth of investment solutions. The asset management industry has already begun a fundamental shift to offering outcome-oriented solutions that cut across current style and asset class categories to address various consumer needs. 10 YEARS 33ниа "I want 3.3и "I want inflation "Enough income for retirement at "Inflation 60,000 protected bonds" +3% per dollars a year" age 60" year" treasury yield May 2013 INFLATION- TARGET TARGET INFLATION PLUS TARGET With Treasury yields now hovering near historic lows, investors are actively seeking ways to generate income while keeping their capital safe and avoiding a repetition of 2008's devastating losses. INCOME DATE PROTECTION RISK Rapidly Expanding Retirees of all investable assets within TARGET-DATED FUNDS WORTH OUTCOME-ORIENTED the next five years will be controlled by retirees and 70 SOLUTION GROW near-retirees who are reaching their target dates. 1 25% $371 bilion As a result, they are seeking out solutions like income generation and principal protection ANNUALLY ONE OF THE LARGEST SINGLE A CLASSES IN THE INDUSTRY Startups Offering Ontcome-Oriented Solutions ARE TEND TO OFFER THEIR CLIENTS have full online access to all fully automated portfolio management online players their information thus and have lower more independent can actively manage their investments online management fees 7 Startups & their Funding Rounds (in milion $) $57.3mil $30.5mil $24.5mil explicitly aimed at people preparing for retirement $25.0mil $20.0mil $19.0mil $15.0mil $13.0mil $10.0mil $10.5mil $10.0mil $7.5mil $6.0mil $5.3mil $4.43mil $5.0mil $3.0mil $4.5mil $2.3mil $3.0mil ---- $1.1mil PERSONAL l CAPITAL LEARNVEST A Betterment jemstep nutmeg FutureAdvisor wealthfront Personal Capital Wealthfront LearnVest Betterment Jemstep Nutmeg Future Advisor INDICATOR (year): 2009 TOTAL 2008 2010 2011 2012 2013 Future Assets for retail outcome-oriented of asset managers 3/4 S2 Trillion solutions will more than double anticipate that outcome-oriented over the next five years, to $2 investment solutions and products will grow faster than traditional products. Sources: Crunchbase.com McKinsey "The Asset Management Industry: Outcomes Are the New Alpha" (october 2012) made by Piktochart in collaboration with Cafedelabourse.com and Anatec Piktochart W Café de la Bourse make information beautiful anatec Do you want to create your own infographics? Check Piktochart, the free online editor

Investment management startups

shared by Piktochart on Jul 17
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Piktochart has created this infographic for the French blog Cafedelabourse.com and its startup partner Anatec

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