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Industry Landscape
The institutional investment management software industry is experiencing significant growth, driven by increasing demand for advanced analytics, automation, and enhanced client engagement tools. Firms are seeking integrated, cloud-based solutions to replace legacy systems, manage complex multi-asset portfolios, and ensure robust governance. The focus is on scalability and efficiency.
Total Assets Under Management (AUM)
Assets Under Management (AUM) in United States
~Approximately $117.6 trillion (global AUM as of 2023, US is largest portion)
(5-7% CAGR)
- Growth in AUM reflects overall industry expansion.
- Driven by market appreciation and new inflows.
- Influences demand for investment management software.
Total Addressable Market
10.4 billion USD
Market Growth Stage
Pace of Market Growth
Emerging Technologies
Generative AI
Generative AI can automate content creation for client reports, synthesize market insights, and assist in scenario planning by generating diverse hypothetical market conditions.
Distributed Ledger Technology (DLT) / Blockchain
DLT can enhance transparency, security, and efficiency in asset tokenization, trade settlement, and immutable record-keeping for investment portfolios.
Advanced Predictive Analytics
Leveraging big data and machine learning to forecast market movements, optimize portfolio rebalancing, and identify nuanced risk factors with greater accuracy.
Impactful Policy Frameworks
SEC Climate Disclosure Rule (March 2024)
The SEC adopted new rules requiring public companies to disclose certain climate-related information in their annual reports and registration statements.
Investment managers will need robust data collection and reporting tools to assess and integrate climate-related risks and opportunities into portfolio analysis and client reporting.
SEC Marketing Rule (Effective November 2022)
The SEC's new Marketing Rule (Rule 206(4)-1) updates regulations for investment adviser advertising and cash solicitation, merging the prior Advertising Rule and Cash Solicitation Rule.
Firms like Jacobi must ensure their platform's client engagement and reporting tools enable advisors to comply with new requirements for testimonials, endorsements, and performance advertising.
DOL's Retirement Security Rule (Proposed - October 2023)
The Department of Labor proposed a new rule that would expand the definition of an investment advice fiduciary under ERISA, impacting advice given to retirement investors.
This rule would necessitate more sophisticated portfolio proposal and planning tools to demonstrate that advice is in the client's best interest, increasing demand for transparent and compliant digital platforms.
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