2017 NAICS Definition
T = Canadian, Mexican, and United States industries are comparable.
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 |
| 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 |