Portfolio management services except pension funds

CPC v2.1 Code: 7153

About portfolio management services except pension funds

cpc code 7153, 'Portfolio management services except pension funds', encompasses a critical industry within the broader financial services sector. This industry plays a vital role in managing investment portfolios for individual and institutional clients, excluding pension funds. By leveraging their expertise in asset allocation, risk management, and investment strategy, portfolio management firms help clients achieve their financial goals and optimize the performance of their investments. This industry's significance extends across the economy, as it facilitates the efficient allocation of capital and supports the growth and stability of financial markets.

Production process

The core production techniques in the portfolio management services industry involve a systematic and disciplined approach to investment management. Professionals in this field analyze market trends, economic conditions, and client risk profiles to develop customized investment strategies. They utilize a range of financial instruments, such as 7111 Securities brokerage, 7112 Commodity contracts brokerage, and 7119 Other financial investment activities, to construct and manage diversified portfolios. Ongoing portfolio monitoring, rebalancing, and performance reporting are essential components of the portfolio management process.

Production inputs

The primary inputs required for the portfolio management services industry include highly skilled financial professionals, such as portfolio managers, financial analysts, and investment advisors. These individuals possess deep knowledge of financial markets, investment products, and risk management techniques. Additionally, the industry relies on robust 5415 Computer systems design and related services to support data analysis, portfolio modeling, and client reporting. Access to comprehensive financial data and market research is also a critical input for this industry.

Production outputs

The main output of the portfolio management services industry is the management of investment portfolios on behalf of clients. This includes the selection, monitoring, and optimization of a diverse range of financial assets, such as 5415 Stocks, 5415 Bonds, 5415 Mutual funds, and 5415 Alternative investments. The industry's services are consumed by a wide range of clients, including high-net-worth individuals, institutional investors, and 5241 Insurance carriers, among others. The effective management of these investment portfolios contributes to the overall stability and growth of the financial system.

Family tree for portfolio management services except pension funds

    graph LR
    A["<a href='/classifications/cpc/v2-1/7'>7: Financial and related services; real estate services; and rental and leasing services</a>"]
A --> B["<a href='/classifications/cpc/v2-1/71'>71: Financial and related services</a>"]
B --> C["<a href='/classifications/cpc/v2-1/715'>715: Services auxiliary to financial services other than to insurance and pensions</a>"]
C --> D["<a href='/classifications/cpc/v2-1/7153'>7153: Portfolio management services except pension funds</a>"]

    C --> E["<a href='/classifications/cpc/v2-1/7151'>7151: Services related to investment banking</a>"]
C --> F["<a href='/classifications/cpc/v2-1/7152'>7152: Brokerage and related securities and commodities services</a>"]
C --> G["<a href='/classifications/cpc/v2-1/7154'>7154: Trust and custody services</a>"]
C --> H["<a href='/classifications/cpc/v2-1/7155'>7155: Services related to the administration of financial markets</a>"]
C --> I["<a href='/classifications/cpc/v2-1/7159'>7159: Other services auxiliary to financial services</a>"]

    D --> J["<a href='/classifications/cpc/v2-1/71530'>71530: Portfolio management services except pension funds</a>"]


    %% Color coordination by level

    classDef level1 color:#000,fill:#a8f9ff,stroke:#333,stroke-width:2px
    classDef level2 color:#000,fill:#e0a458,stroke:#333,stroke-width:1px
    classDef level3 color:#000,fill:#419d78,stroke:#333,stroke-width:1px
    classDef level4 color:#000,fill:#c04abc,stroke:#333,stroke-width:1px
    classDef level5 color:#000,fill:#f1c40f,stroke:#333,stroke-width:1px
    classDef level6 color:#000,fill:#f1c40f,stroke:#333,stroke-width:1px
    classDef highlight color:#000,fill:#fff,stroke:#000,stroke-width:5px



  %% Apply classes
  class A level1
class B level2
class C level3
class D level4
class E level4
class F level4
class G level4
class H level4
class I level4
class J level5

  class D highlight

  %% class A level1
  %% class B,C level2
  %% class D,E,F,G,H,I level2
  %% class J,K,L,M,N,O,P level3
  %% class D highlight