NAICS

523920 Portfolio Management

Overview

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.

Examples

  • Managing trusts
  • Pension fund managing
  • Mutual fund managing
  • Portfolio fund managing

Alternate descriptions

  • Investment management
  • Managing investment funds
  • Managing mutual funds
  • Managing personal investment trusts
  • Managing trusts
  • Mutual fund managing
  • Pension fund managing
  • Personal investments trusts, managing
  • Portfolio fund managing

Related NAICS

  • 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.

Top carriers

  • Hartford Fire & Cas Grp
  • Chubb Ltd Grp
  • Travelers Grp
  • Amtrust Ngh Grp
  • State Fund
  • American Intl Grp

Cross reference

Industry codes related to NAICS 523920: general liability, SIC, and state or NCCI class codes.

General Liability (GL)

47367 Sales or Service Organizations

NCCI Class Code

8742 Salespersons or Collectors--Outside

CA Class Code

8742 Salespersons — Outside

DE Class Code

0951 Salesperson - Outside

MI Class Code

8742 ASSESSMENT OF PATIENT AT HOME - NO COUNSELING

NJ Class Code

8742 Salespersons or Collectors--Outside

NY Class Code

8742 Salespersons or Collectors--Outside

PA Class Code

0951 Salesperson - Outside

TX Class Code

8742 Salespersons or Collectors--Outside

Market report

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Top Carriers
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