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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.Illustrative Examples:
Managing trusts
Pension fund managing
Mutual fund managing
Portfolio fund managing
Cross-References.
- Establishments primarily engaged in investment banking, securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering are classified in Industry Group 5231, Securities and Commodity Contracts Intermediation and Brokerage.
| 2007 NAICS |
2012 NAICS |
2017 NAICS |
Corresponding Index Entries |
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| 523920 | 523920 | 523920 | Investment management | |||
| 523920 | 523920 | 523920 | Managing investment funds | |||
| 523920 | 523920 | 523920 | Managing mutual funds | |||
| 523920 | 523920 | 523920 | Managing personal investment trusts | |||
| 523920 | 523920 | 523920 | Managing trusts | |||
| 523920 | 523920 | 523920 | Mutual fund managing | |||
| 523920 | 523920 | 523920 | Pension fund managing | |||
| 523920 | 523920 | 523920 | Personal investments trusts, managing | |||
| 523920 | 523920 | 523920 | Portfolio fund managing | |||
| 523920 | 523920 | 523920 | Private equity fund managing |