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ロボアドバイザリー市場:世界の産業動向、シェア、規模、成長機会、2023-2028年予測Robo Advisory Market: Global Industry Trends, Share, Size, Growth, Opportunity and Forecast 2023-2028 |
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ロボアドバイザリー市場:世界の産業動向、シェア、規模、成長機会、2023-2028年予測 |
出版日: 2023年06月14日
発行: IMARC
ページ情報: 英文 135 Pages
納期: 2~3営業日
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世界のロボアドバイザリー市場規模は2022年に73億米ドルに達しました。今後、IMARC Groupは、同市場が2023年から2028年の間に28.4%の成長率(CAGR)を示し、2028年までに356億米ドルに達すると予測しています。
ロボアドバイザリーとは、資産管理組織にアルゴリズム主導で自動化された金融アドバイスを提供するデジタルプラットフォームの一種を指します。ポートフォリオ管理ソフトウェアの自動化、複雑なタスクの実行、オンライン投資のカスタマイズ、人的介入を最小限に抑えた資金管理を支援します。これにより、新規顧客の開拓、ワークフローの強化、長期的な財務目標や短期的な投資戦略を達成するためのカスタム・オンライン投資の調整が可能になります。現在、ロボアドバイザリーは、ダイレクトプランベース、ゴールベース、包括的健康アドバイザリーなど、さまざまなサービスタイプで市販されています。
データを分析し、包括的な情報を提供するためのアルゴリズム計算を実行するために、さまざまな産業分野、小売業、富裕層(HNI)にロボアドバイザリーが広く採用されていることが、市場の成長を後押ししています。さらに、低コストのポートフォリオ、タックス・ロス・ハーベスティング、安全な投資、リアルタイムの統計に基づく判断など、いくつかの有益な特性があるため、消費者が従来の投資よりもロボアドバイザリーに傾倒していることも、これを後押ししています。これに伴い、複雑なイベント処理を自動化する必要性が高まり、人工知能(AI)や機械学習(ML)ソリューションの大規模な統合など、技術的な進歩が著しいです。これもまた、成長を促す大きな要因となっています。さらに、投資家の嗜好、リスク、目標を予測し、顧客の財務状況、リスク回避の度合い、希望する投資収益に関する情報を取得するためのオンライン調査を実行するためのロボアドバイザリーの広範な利用は、市場の成長にさらに寄与しています。これとは別に、ミレニアル世代の間で、情報へのアクセスやコミュニケーションのためにスマートフォンやノートパソコン、タブレット端末の人気が高まっていることも、世界中の市場に明るい見通しをもたらしています。
The global robo advisory market size reached US$ 7.3 Billion in 2022. Looking forward, IMARC Group expects the market to reach US$ 35.6 Billion by 2028, exhibiting a growth rate (CAGR) of 28.4% during 2023-2028.
Robo advisory refers to a class of digital platforms that provide algorithm-driven and automated financial advice to wealth management organizations. It aids in automating portfolio administration software, performing complicated tasks, customizing online investments, and managing funds with minimal human intervention. This, in turn, assists in targeting new clients, enhancing workflow, and adjusting custom online investments to achieve long-term financial goals or short-term investment strategies. At present, robo advisory is commercially available in varying service types, such as direct plan-based, goal-based, and comprehensive health advisory.
The widespread adoption of Robo Advisory across various industrial verticals, retail and high net worth individuals (HNIs) for performing algorithmic calculations to analyze data and deliver comprehensive information is majority driving the market toward growth. This is further supported by the shifting inclination of consumers toward robo advisory over traditional investments on account of its several beneficial properties, such as low-cost portfolio, tax-loss harvesting, secure investments, judgement based on real-time statistics, which, in turn, assists in eliminating the credit risks. In line with this, the increasing need for automating complex event processing has led to significant technological advancements, such as the large-scale integration of artificial intelligence (AI) and machine learning (ML) solutions, which is aiding in minimizing the errors caused by human interventions. This, in turn, is acting as another major growth-inducing factor. Additionally, the extensive utilization of robo advisory for executing online surveys to predict investor preferences, risks and goals, and acquire information regarding the financial status of the client, degree of risk-aversion, and desired return on investments is further contributing to the market growth. Apart from this, the rising popularity of smartphones, laptops, and tablets amongst millennials for accessing information and communicating is further creating a positive outlook for the market across the globe.
IMARC Group provides an analysis of the key trends in each sub-segment of the global robo advisory market report, along with forecasts at the global, regional and country level from 2023-2028. Our report has categorized the market based on business model, service type, provider and end user.
Pure Robo Advisors
Hybrid Robo Advisors
Direct Plan-Based/Goal-Based
Comprehensive Wealth Advisory
Fintech Robo Advisors
Banks
Traditional Wealth Managers
Others
Retail Investor
High Net Worth Individuals (HNIs)
North America
United States
Canada
Asia-Pacific
China
Japan
India
South Korea
Australia
Indonesia
Others
Europe
Germany
France
United Kingdom
Italy
Spain
Russia
Others
Latin America
Brazil
Mexico
Others
Middle East and Africa
The competitive landscape of the industry has also been examined along with the profiles of the key players being Betterment, Ellevest, Fincite Gmbh, Ginmon Vermogensverwaltung GmbH, SigFig Wealth Management LLC, SoFi Technologies Inc., The Charles Schwab Corporation, The Vanguard Group Inc., Wealthfront Corporation and Wealthify Limited (Aviva plc).
Key Questions Answered in This Report
1. What was the size of the global robo advisory market in 2022?
2. What is the expected growth rate of the global robo advisory market during 2023-2028?
3. What are the key factors driving the global robo advisory market?
4. What has been the impact of COVID-19 on the global robo advisory market?
5. What is the breakup of the global robo advisory market based on the business model?
6. What is the breakup of the global robo advisory market based on the service type?
7. What is the breakup of the global robo advisory market based on the provider?
8. What is the breakup of the global robo advisory market based on the end user?
9. What are the key regions in the global robo advisory market?
10. Who are the key players/companies in the global robo advisory market?