NAICS Code 523940-04 - Investment Trusts

Marketing Level - NAICS 8-Digit

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NAICS Code 523940-04 Description (8-Digit)

Investment Trusts are financial institutions that pool money from investors to purchase a diversified portfolio of securities. These securities can include stocks, bonds, and other financial instruments. Investment Trusts are closed-end funds, meaning that they have a fixed number of shares that are traded on stock exchanges. They are managed by professional fund managers who make investment decisions on behalf of the investors. Investment Trusts are regulated by the Securities and Exchange Commission (SEC) and must comply with strict rules and regulations.

Parent Code - Official US Census

Official 6‑digit NAICS codes serve as the parent classification used for government registrations and documentation. The marketing-level 8‑digit codes act as child extensions of these official classifications, providing refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader context of the industry environment. For further details on the official classification for this industry, please visit the U.S. Census Bureau NAICS Code 523940 page

Tools

Tools commonly used in the Investment Trusts industry for day-to-day tasks and operations.

  • Asset Allocation Software
  • Portfolio Management Software
  • Risk Management Software
  • Financial Modeling Software
  • Trading Platforms
  • Market Data Analytics Tools
  • Investment Research Tools
  • Performance Measurement Tools
  • Compliance Management Software
  • Accounting Software

Industry Examples of Investment Trusts

Common products and services typical of NAICS Code 523940-04, illustrating the main business activities and contributions to the market.

  • Real Estate Investment Trusts
  • Infrastructure Investment Trusts
  • Energy Investment Trusts
  • Technology Investment Trusts
  • Healthcare Investment Trusts
  • Emerging Markets Investment Trusts
  • Small-Cap Investment Trusts
  • Large-Cap Investment Trusts
  • Global Investment Trusts
  • Fixed Income Investment Trusts

History

A concise historical narrative of NAICS Code 523940-04 covering global milestones and recent developments within the United States.

  • The Investment Trusts industry has a long history dating back to the 19th century. The first investment trust was established in the UK in 1868, followed by the US in 1893. The industry grew rapidly in the early 20th century, with the establishment of many new trusts. However, the Great Depression of the 1930s led to a decline in the industry, as many trusts went bankrupt. The industry recovered in the post-World War II period, with the introduction of new regulations and the growth of the mutual fund industry. In recent years, the industry has faced challenges from the rise of passive investing and the increasing popularity of exchange-traded funds (ETFs). In the United States, the Investment Trusts industry has a more recent history. The industry began to take shape in the 1980s, with the introduction of closed-end funds and the growth of the mutual fund industry. The industry experienced rapid growth in the 1990s, as investors sought out high returns in the booming stock market. However, the dot-com crash of the early 2000s led to a decline in the industry, as many trusts suffered losses. The industry has since recovered, with the introduction of new products and the growth of the ETF industry. Today, the Investment Trusts industry is a key part of the US financial sector, providing investors with a range of investment options.