1 Market Overview of Portfolio Management 1.1 Portfolio Management Market Overview 1.1.1 Portfolio Management Product Scope 1.1.2 Portfolio Management Market Status and Outlook 1.2 Global Portfolio Management Market Size Overview by Region 2016 VS 2021VS 2027 1.3 Global Portfolio Management Market Size by Region (2016-2027) 1.4 Global Portfolio Management Historic Market Size by Region (2016-2021) 1.5 Global Portfolio Management Market Size Forecast by Region (2022-2027) 1.6 Key Regions, Portfolio Management Market Size (2016-2027) 1.6.1 North America Portfolio Management Market Size (2016-2027) 1.6.2 Europe Portfolio Management Market Size (2016-2027) 1.6.3 Asia-Pacific Portfolio Management Market Size (2016-2027) 1.6.4 Latin America Portfolio Management Market Size (2016-2027) 1.6.5 Middle East & Africa Portfolio Management Market Size (2016-2027) 2 Portfolio Management Market Overview by Type 2.1 Global Portfolio Management Market Size by Type: 2016 VS 2021 VS 2027 2.2 Global Portfolio Management Historic Market Size by Type (2016-2021) 2.3 Global Portfolio Management Forecasted Market Size by Type (2022-2027) 2.4 Fee 2.5 Commission 3 Portfolio Management Market Overview by Application 3.1 Global Portfolio Management Market Size by Application: 2016 VS 2021 VS 2027 3.2 Global Portfolio Management Historic Market Size by Application (2016-2021) 3.3 Global Portfolio Management Forecasted Market Size by Application (2022-2027) 3.4 Banks 3.5 Non-Banking Financial Institutions 3.6 Others 4 Portfolio Management Competition Analysis by Players 4.1 Global Portfolio Management Market Size by Players (2016-2021) 4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Portfolio Management as of 2020) 4.3 Date of Key Players Enter into Portfolio Management Market 4.4 Global Top Players Portfolio Management Headquarters and Area Served 4.5 Key Players Portfolio Management Product Solution and Service 4.6 Competitive Status 4.6.1 Portfolio Management Market Concentration Rate 4.6.2 Mergers & Acquisitions, Expansion Plans 5 Company (Top Players) Profiles and Key Data 5.1 Vanguard 5.1.1 Vanguard Profile 5.1.2 Vanguard Main Business 5.1.3 Vanguard Portfolio Management Products, Services and Solutions 5.1.4 Vanguard Portfolio Management Revenue (US$ Million) & (2016-2021) 5.1.5 Vanguard Recent Developments 5.2 Pacific Investment Management 5.2.1 Pacific Investment Management Profile 5.2.2 Pacific Investment Management Main Business 5.2.3 Pacific Investment Management Portfolio Management Products, Services and Solutions 5.2.4 Pacific Investment Management Portfolio Management Revenue (US$ Million) & (2016-2021) 5.2.5 Pacific Investment Management Recent Developments 5.3 BlackRock 5.3.1 BlackRock Profile 5.3.2 BlackRock Main Business 5.3.3 BlackRock Portfolio Management Products, Services and Solutions 5.3.4 BlackRock Portfolio Management Revenue (US$ Million) & (2016-2021) 5.3.5 J.P. Morgan Asset Management Recent Developments 5.4 J.P. Morgan Asset Management 5.4.1 J.P. Morgan Asset Management Profile 5.4.2 J.P. Morgan Asset Management Main Business 5.4.3 J.P. Morgan Asset Management Portfolio Management Products, Services and Solutions 5.4.4 J.P. Morgan Asset Management Portfolio Management Revenue (US$ Million) & (2016-2021) 5.4.5 J.P. Morgan Asset Management Recent Developments 5.5 State Street Global Advisors 5.5.1 State Street Global Advisors Profile 5.5.2 State Street Global Advisors Main Business 5.5.3 State Street Global Advisors Portfolio Management Products, Services and Solutions 5.5.4 State Street Global Advisors Portfolio Management Revenue (US$ Million) & (2016-2021) 5.5.5 State Street Global Advisors Recent Developments 6 North America 6.1 North America Portfolio Management Market Size by Country (2016-2027) 6.2 United States 6.3 Canada 7 Europe 7.1 Europe Portfolio Management Market Size by Country (2016-2027) 7.2 Germany 7.3 France 7.4 U.K. 7.5 Italy 7.6 Russia 7.7 Nordic 7.8 Rest of Europe 8 Asia-Pacific 8.1 Asia-Pacific Portfolio Management Market Size by Region (2016-2027) 8.2 China 8.3 Japan 8.4 South Korea 8.5 Southeast Asia 8.6 India 8.7 Australia 8.8 Rest of Asia-Pacific 9 Latin America 9.1 Latin America Portfolio Management Market Size by Country (2016-2027) 9.2 Mexico 9.3 Brazil 9.4 Rest of Latin America 10 Middle East & Africa 10.1 Middle East & Africa Portfolio Management Market Size by Country (2016-2027) 10.2 Turkey 10.3 Saudi Arabia 10.4 UAE 10.5 Rest of Middle East & Africa 11 Portfolio Management Market Dynamics 11.1 Portfolio Management Industry Trends 11.2 Portfolio Management Market Drivers 11.3 Portfolio Management Market Challenges 11.4 Portfolio Management Market Restraints 12 Research Finding /Conclusion 13 Methodology and Data Source 13.1 Methodology/Research Approach 13.1.1 Research Programs/Design 13.1.2 Market Size Estimation 13.1.3 Market Breakdown and Data Triangulation 13.2 Data Source 13.2.1 Secondary Sources 13.2.2 Primary Sources 13.3 Disclaimer 13.4 Author List

List of Tables Table 1. Global Market Portfolio Management Market Size (US$ Million) Comparison by Region 2016 VS 2021 VS 2027 Table 2. Global Portfolio Management Market Size by Region (2016-2021) & (US$ Million) Table 3. Global Portfolio Management Market Size Share by Region (2016-2021) Table 4. Global Portfolio Management Forecasted Market Size by Region (2022-2027) & (US$ Million) Table 5. Global Portfolio Management Forecasted Market Size Share by Region (2022-2027) Table 6. Global Portfolio Management Market Size (US$ Million) by Type: 2016 VS 2021 VS 2027 Table 7. Global Portfolio Management Market Size by Type (2016-2021) & (US$ Million) Table 8. Global Portfolio Management Revenue Market Share by Type (2016-2021) Table 9. Global Portfolio Management Forecasted Market Size by Type (2022-2027) & (US$ Million) Table 10. Global Portfolio Management Revenue Market Share by Type (2022-2027) Table 11. Global Portfolio Management Market Size (US$ Million) by Application: 2016 VS 2021 VS 2027 Table 12. Global Portfolio Management Market Size by Application (2016-2021) & (US$ Million) Table 13. Global Portfolio Management Revenue Market Share by Application (2016-2021) Table 14. Global Portfolio Management Forecasted Market Size by Application (2022-2027) & (US$ Million) Table 15. Global Portfolio Management Revenue Market Share by Application (2022-2027) Table 16. Global Portfolio Management Revenue (US$ Million) by Players (2016-2021) Table 17. Global Portfolio Management Revenue Market Share by Players (2016-2021) Table 18. Global Top Manufacturers Market Share by Company Type (Tier 1, Tier 2 and Tier 3) & (based on the Revenue in Portfolio Management as of 2020) Table 19. Date of Key Manufacturers Enter into Portfolio Management Market Table 20. Global Portfolio Management Top Players Headquarters and Area Served Table 21. Portfolio Management Product Solution and Service Table 22. Global Portfolio Management Players Market Concentration Ratio (CR5 and HHI) Table 23. Mergers & Acquisitions, Expansion Plans Table 24. Vanguard Basic Information List Table 25. Vanguard Description and Business Overview Table 26. Vanguard Portfolio Management Products, Services and Solutions Table 27. Revenue (US$ Million) in Portfolio Management Business of Vanguard (2016-2021) Table 28. Vanguard Recent Developments Table 29. Pacific Investment Management Basic Information List Table 30. Pacific Investment Management Description and Business Overview Table 31. Pacific Investment Management Portfolio Management Products, Services and Solutions Table 32. Revenue (US$ Million) in Portfolio Management Business of Pacific Investment Management (2016-2021) Table 33. Pacific Investment Management Recent Developments Table 34. BlackRock Basic Information List Table 35. BlackRock Description and Business Overview Table 36. BlackRock Portfolio Management Products, Services and Solutions Table 37. Revenue (US$ Million) in Portfolio Management Business of BlackRock (2016-2021) Table 38. BlackRock Recent Developments Table 39. J.P. Morgan Asset Management Basic Information List Table 40. J.P. Morgan Asset Management Description and Business Overview Table 41. J.P. Morgan Asset Management Portfolio Management Products, Services and Solutions Table 42. Revenue (US$ Million) in Portfolio Management Business of J.P. Morgan Asset Management (2016-2021) Table 43. J.P. Morgan Asset Management Recent Developments Table 44. State Street Global Advisors Basic Information List Table 45. State Street Global Advisors Description and Business Overview Table 46. State Street Global Advisors Portfolio Management Products, Services and Solutions Table 47. Revenue (US$ Million) in Portfolio Management Business of State Street Global Advisors (2016-2021) Table 48. State Street Global Advisors Recent Developments Table 49. North America Portfolio Management Market Size by Country (2016-2021) & (US$ Million) Table 50. North America Portfolio Management Market Size by Country (2022-2027) & (US$ Million) Table 51. Europe Portfolio Management Market Size by Country (2016-2021) & (US$ Million) Table 52. Europe Portfolio Management Market Size by Country (2022-2027) & (US$ Million) Table 53. Asia-Pacific Portfolio Management Market Size by Region (2016-2021) & (US$ Million) Table 54. Asia-Pacific Portfolio Management Market Size by Region (2022-2027) & (US$ Million) Table 55. Asia-Pacific Portfolio Management Market Share by Region (2016-2021) Table 56. Asia-Pacific Portfolio Management Market Share by Region (2022-2027) Table 57. Latin America Portfolio Management Market Size by Country (2016-2021) & (US$ Million) Table 58. Latin America Portfolio Management Market Size by Country (2022-2027) & (US$ Million) Table 59. Middle East & Africa Portfolio Management Market Size by Players (2016-2021) & (US$ Million) Table 60. Middle East & Africa Portfolio Management Market Size by Country (2022-2027) & (US$ Million) Table 61. Portfolio Management Market Trends Table 62. Portfolio Management Market Drivers Table 63. Portfolio Management Market Challenges Table 64. Portfolio Management Market Restraints Table 65. Research Programs/Design for This Report Table 66. Key Data Information from Secondary Sources Table 67. Key Data Information from Primary Sources List of Figures Figure 1. Global Portfolio Management Market Size Year-over-Year 2016-2027 & (US$ Million) Figure 2. Global Portfolio Management Market Size (US$ Million), 2016 VS 2021 VS 2027 Figure 3. Global Portfolio Management Market Share by Regions: 2021 VS 2027 Figure 4. Global Portfolio Management Forecasted Market Size Share by Region (2022-2027) Figure 5. North America Portfolio Management Market Size (US$ Million) Growth Rate (2016-2027) Figure 6. Europe Portfolio Management Market Size (US$ Million) and Growth Rate (2016-2027) Figure 7. Asia-Pacific Portfolio Management Market Size (US$ Million) and Growth Rate (2016-2027) Figure 8. Latin America Portfolio Management Market Size (US$ Million) and Growth Rate (2016-2027) Figure 9. Middle East & Africa Portfolio Management Market Size (US$ Million) and Growth Rate (2016-2027) Figure 10. Global Portfolio Management Market Size Share by Type in 2021 & 2027 Figure 11. Fee Market Size (US$ Million) YoY Growth (2016-2027) Figure 12. Commission Market Size (US$ Million) YoY Growth (2016-2027) Figure 13. Global Portfolio Management Market Size Share by Application in 2021 & 2027 Figure 14. Banks Market Size (US$ Million) YoY Growth (2016-2027) Figure 15. Non-Banking Financial Institutions Market Size (US$ Million) YoY Growth (2016-2027) Figure 16. Others Market Size (US$ Million) YoY Growth (2016-2027) Figure 17. Portfolio Management Market Share by Company Type (Tier 1, Tier 2 and Tier 3): 2016 VS 2020 Figure 18. Global Top 5 and Top 10 Players Portfolio Management Market Share in 2020 Figure 19. North America Portfolio Management Market Share by Country (2016-2027) Figure 20. United States Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 21. Canada Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 22. Germany Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 23. France Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 24. U.K. Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 25. Italy Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 26. Russia Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 27. Nordic Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 28. Rest of Europe Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 29. Asia-Pacific Portfolio Management Market Share by Region (2016-2027) Figure 30. China Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 31. Japan Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 32. South Korea Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 33. Southeast Asia Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 34. India Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 35. Australia Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 36. Rest of Asia-Pacific Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 37. Latin America Portfolio Management Market Share by Country (2016-2027) Figure 38. Mexico Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 39. Brazil Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 40. Rest of Latin America Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 41. Middle East & Africa Portfolio Management Market Share by Country (2016-2027) Figure 42. Turkey Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 43. Saudi Arabia Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 44. UAE Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 45. Rest of Middle East & Africa Portfolio Management Market Size (2016-2027) & (US$ Million) Figure 46. Bottom-up and Top-down Approaches for This Report Figure 47. Data Triangulation

Vanguard Pacific Investment Management BlackRock J.P. Morgan Asset Management State Street Global Advisors