Services of holding financial assets

CPC v2.1 Code: 7170

About services of holding financial assets

cpc code 7170 covers the services of holding financial assets, which is a crucial component of the broader financial services industry. This industry plays a vital role in the economy by providing the necessary infrastructure for the management and investment of financial resources. Entities classified under this code are primarily engaged in activities such as holding securities and other financial assets on behalf of others, managing investment portfolios, and providing related services to individuals, businesses, and institutions.

Production process

The main production techniques used in the services of holding financial assets industry involve the management and administration of investment portfolios. This includes activities such as researching and analyzing financial markets, developing investment strategies, executing trades, and monitoring portfolio performance. Professionals in this industry utilize a range of financial analysis tools, risk management techniques, and portfolio optimization methods to ensure the effective management of client assets.

Production inputs

The key inputs required for the services of holding financial assets industry include access to financial markets, data and information on investment opportunities, skilled professionals with expertise in investment management and financial analysis, and robust technology infrastructure to support portfolio management and trading activities. Additionally, this industry relies on a regulatory framework that provides oversight and guidelines for the safe and ethical management of client assets.

Production outputs

The primary outputs of the services of holding financial assets industry are the investment management and advisory services provided to clients. These services can include the management of 7171 Portfolio management services, 7172 Investment advice and portfolio management services, and 7173 Trust, fiduciary, and custody services. The outputs of this industry are consumed by a wide range of clients, including individual investors, businesses, and institutional investors such as pension funds, endowments, and sovereign wealth funds.

Family tree for services of holding financial assets

    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/v2-1/717'>717: Services of holding financial assets</a>"]
C --> D["<a href='/classifications/cpc/v2-1/7170'>7170: Services of holding financial assets</a>"]

    
    D --> E["<a href='/classifications/cpc/v2-1/71701'>71701: Services of holding equity of subsidiary companies</a>"]
D --> F["<a href='/classifications/cpc/v2-1/71702'>71702: Services of holding securities and other assets of trusts and funds and similar financial entities</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 level5
class F 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