Financial Institutions Topical Series
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1 Financial Institutions Topical Series Financial Services Industry Current Valuations: Increasing Brokerage & Investment Management Firm Valuations (Table of Contents) August 24, 2017
2 TABLE OF CONTENTS Financial Services Industry Current Valuations Evolution Key Driving Factors... Financial Services Firms Role in the Economy... Revenues... Net Profits... Financial Services Firms Valuation Drivers... Macro Economic Pressure... Dividend Policy... Financial Services Firms Valuation... Standard & Poors 500 By Sector... Multiples... Financial Services Firm Indicies... Russell 3,000 Financial Services Index... Keefe, Bruyette, & Woods Large Cap Banks & Thrift Index... Keefe, Bruyette, & Woods Large Cap Insurance Companies Index... AMEX Securities Broker/Dealer Index... Financial Services Firm Mutual Funds... Mutual Fund #1... Mutual Fund #2... Financial Services Firms Exchange Traded Funds (ETFs)... Financial Select SPDR... ishares Dow Jones... Power Shares Financial... Ultra Financial Pro Shares... Vanguard Financials... Market History... Early Phase... Middle Phase... Recent Phase.... Retail Banks... Insurance Companies... Brokerage Firms... Investment Management Firms... Key Valuation Measures... Revenues... Net Profits... Market Capitalization... Price-to-Revenue Ratios... Price-to-Earnings Ratios... Price-to-Book Value Ratios... Leading Financial Services Industry Firm Valuations... Market Capitalization... Price-to-Revenue Ratios... Price-to-Earnings Ratios... Price-to-Book Value Ratios Financial Services Industry Current Valuations 2
3 Market Segmentation Retail Bank Current Valuations... National Banks... Regional Banks... Community Banks... Leading Retail Banks Valuations... National Banks... Regional Banks... Community Banks... Retail Bank Valuations Future Predictions... Macro Economic Pressure... Segment Competition... Stagnant Retail Bank Valuations... Insurance Company Current Valuations... Life & Health Insurance Companies... Property & Casualty Insurance Companies... Leading Insurance Companies Valuations Financial Services Industry Current Valuations 3
4 Life & Health Insurance Companies... Property & Casualty Insurance Companies... Insurance Companies Valuations Predictions... Declining Valuations... Brokerage Firm Current Valuations... Full-Service Brokerage Firms... Discount Brokerage Firms... Leading Brokerage Firm Valuations... Full-Service Brokerage Firms... Discount Brokerage Firms... Brokerage Firm Valuations Predictions... Increasing Valuations... Investment Management Firm Current Valuations... Long-Only Managers... Hedge Funds Managers... Venture Capital & Private Equity Managers Financial Services Industry Current Valuations 4
5 Leading Investment Management Firm Valuations... Long-Only Managers... Hedge Funds Managers... Venture Capital & Private Equity Managers... Investment Management Firm Valuations Predictions... Increasing Valuations... Financial Services Industry Current Valuations Future Predictions Stagnant Retail Bank Current Valuations... Sub-Prediction One... Sub-... Decrease in Insurance Company Current Valuations... Sub-Prediction One... Sub-... Increase in Brokerage Firm & Investment Management Firm Current Valuations.. Brokerage Firms... Investment Management Firms Financial Services Industry Current Valuations 5
Financial Institutions Topical Series
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