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 523920 Portfolio Management

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

Cross-References. Establishments primarily engaged in investment banking and securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering are classified in Industry Group 5231, Securities and Commodity Contracts Intermediation and Brokerage.
No change 1997 to 2002 2002 NAICS to 1987 SIC 1997Economic Census Bridge Between 1997 NAICS and SIC
Corresponding Index Entries
523920523920 Investment management
523920523920 Managing investment funds
5239205239206282Managing mutual funds
5239205239206282Managing personal investment trusts
523920523920 Managing trusts
5239205239206282Mutual fund managing
5239205239206371Pension fund managing
5239205239206733Personal investments trusts, managing
523920523920 Portfolio fund managing