PUBLISHER: Value Market Research | PRODUCT CODE: 1392279
PUBLISHER: Value Market Research | PRODUCT CODE: 1392279
Global Mutual Fund Assets Market Research Report - Industry Analysis, Size, Share, Growth, Trends and Forecast 2023 to 2030
The global demand for Mutual Fund Assets Market is presumed to reach the market size of nearly USD 1145.53 BN by 2030 from USD 623.5 BN in 2022 with a CAGR of 7.9% under the study period 2023 - 2030.
Mutual fund assets refer to the total value of securities, stocks, bonds, cash, and other assets held within a mutual fund. These assets represent the collective pool of investments made by various individual investors who have contributed money into the mutual fund.
MARKET DYNAMICS:
Investor behavior and sentiment play a pivotal role, affecting fund inflows and outflows based on market conditions and confidence levels. Market performance directly impacts asset growth, with positive markets attracting more investments and inflating assets under management (AUM). Economic factors, including interest rates, inflation, and GDP growth, significantly influence investment decisions, impacting the size of mutual fund assets. Changes in regulations, technological advancements facilitating easier access to investments, and product innovations, such as thematic or ESG funds, also contribute to asset growth by attracting specific investor segments. Demographic shifts and the effectiveness of distribution channels further shape the mutual fund landscape. Additionally, global economic and political events impact investor confidence, reflecting on market performance and subsequently influencing mutual fund assets. These diverse factors collectively drive the fluctuations and growth trends in the mutual fund assets market, impacting the overall size and composition of assets managed by fund companies.
The research report covers Porter's Five Forces Model, Market Attractiveness Analysis, and Value Chain analysis. These tools help to get a clear picture of the industry's structure and evaluate the competition attractiveness at a global level. Additionally, these tools also give an inclusive assessment of each segment in the global market of mutual fund assets. The growth and trends of mutual fund assets industry provide a holistic approach to this study.
MARKET SEGMENTATION:
This section of the mutual fund assets market report provides detailed data on the segments at country and regional level, thereby assisting the strategist in identifying the target demographics for the respective product or services with the upcoming opportunities.
By Investment Strategy
- Equity Strategy
- Fixed Income Strategy
- Multi-Asset/Balanced Strategy
- Sustainable Strategy
- Money Market Strategy
- Others
By Type
- Open-Ended
- Close-Ended
By Distribution Channel
- Direct Sales
- Financial Advisor
- Broker-Dealer
- Banks
- Others
By Investment Style
- Active
- Passive
By Investor Type
- Retail
- Institutional
REGIONAL ANALYSIS:
This section covers the regional outlook, which accentuates current and future demand for the Mutual Fund Assets market across North America, Europe, Asia-Pacific, Latin America, and Middle East & Africa. Further, the report focuses on demand, estimation, and forecast for individual application segments across all the prominent regions.
The research report also covers the comprehensive profiles of the key players in the market and an in-depth view of the competitive landscape worldwide. The major players in the Mutual Fund Assets market include BlackRock, Inc., The Vanguard Group, Inc., Charles Schwab & Co., Inc., JPMorgan Chase & Co., FMR LLC, State Street Corp., Morgan Stanley, BNY Mellon Securities Corp., Amundi U.S., Goldman Sachs, Franklin Templeton. This section consists of a holistic view of the competitive landscape that includes various strategic developments such as key mergers & acquisitions, future capacities, partnerships, financial overviews, collaborations, new product developments, new product launches, and other developments.
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TABLE OF CONTENTS
1 . PREFACE
- 1.1. Report Description
- 1.1.1. Objective
- 1.1.2. Target Audience
- 1.1.3. Unique Selling Proposition (USP) & offerings
- 1.2. Research Scope
- 1.3. Research Methodology
- 1.3.1. Market Research Process
- 1.3.2. Market Research Methodology
2 . EXECUTIVE SUMMARY
- 2.1. Highlights of Market
- 2.2. Global Market Snapshot
3 . MUTUAL FUND ASSETS - INDUSTRY ANALYSIS
- 3.1. Introduction - Market Dynamics
- 3.2. Market Drivers
- 3.3. Market Restraints
- 3.4. Opportunities
- 3.5. Industry Trends
- 3.6. Porter's Five Force Analysis
- 3.7. Market Attractiveness Analysis
- 3.7.1 Market Attractiveness Analysis By Investment Strategy
- 3.7.2 Market Attractiveness Analysis By Type
- 3.7.3 Market Attractiveness Analysis By Distribution Channel
- 3.7.4 Market Attractiveness Analysis By Investment Style
- 3.7.5 Market Attractiveness Analysis By Investor Type
- 3.7.6 Market Attractiveness Analysis By Region
4 . VALUE CHAIN ANALYSIS
- 4.1. Value Chain Analysis
- 4.2. Raw Material Analysis
- 4.2.1. List of Raw Materials
- 4.2.2. Raw Material Manufactures List
- 4.2.3. Price Trend of Key Raw Materials
- 4.3. List of Potential Buyers
- 4.4. Marketing Channel
- 4.4.1. Direct Marketing
- 4.4.2. Indirect Marketing
- 4.4.3. Marketing Channel Development Trend
5 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY INVESTMENT STRATEGY
- 5.1 Overview by Investment Strategy
- 5.2 Historical and Forecast Data
- 5.3 Analysis by Investment Strategy
- 5.4 Equity Strategy Historic and Forecast Sales by Regions
- 5.5 Fixed Income Strategy Historic and Forecast Sales by Regions
- 5.6 Multi-asset/Balanced Strategy Historic and Forecast Sales by Regions
- 5.7 Sustainable Strategy Historic and Forecast Sales by Regions
- 5.8 Money Market Strategy Historic and Forecast Sales by Regions
- 5.9 Others Historic and Forecast Sales by Regions
6 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY TYPE
- 6.1 Overview by Type
- 6.2 Historical and Forecast Data
- 6.3 Analysis by Type
- 6.4 Open-ended Historic and Forecast Sales by Regions
- 6.5 Close-ended Historic and Forecast Sales by Regions
7 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY DISTRIBUTION CHANNEL
- 7.1 Overview by Distribution Channel
- 7.2 Historical and Forecast Data
- 7.3 Analysis by Distribution Channel
- 7.4 Direct Sales Historic and Forecast Sales by Regions
- 7.5 Financial Advisor Historic and Forecast Sales by Regions
- 7.6 Broker-dealer Historic and Forecast Sales by Regions
- 7.7 Banks Historic and Forecast Sales by Regions
- 7.8 Others Historic and Forecast Sales by Regions
8 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY INVESTMENT STYLE
- 8.1 Overview by Investment Style
- 8.2 Historical and Forecast Data
- 8.3 Analysis by Investment Style
- 8.4 Active Historic and Forecast Sales by Regions
- 8.5 Passive Historic and Forecast Sales by Regions
9 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY INVESTOR TYPE
- 9.1 Overview by Investor Type
- 9.2 Historical and Forecast Data
- 9.3 Analysis by Investor Type
- 9.4 Retail Historic and Forecast Sales by Regions
- 9.5 Institutional Historic and Forecast Sales by Regions
10 . GLOBAL MUTUAL FUND ASSETS MARKET ANALYSIS BY GEOGRAPHY
- 10.1. Regional Outlook
- 10.2. Introduction
- 10.3. North America Sales Analysis
- 10.3.1. Overview, Historic and Forecast Data Sales Analysis
- 10.3.2. North America By Segment Sales Analysis
- 10.3.3. North America By Country Sales Analysis
- 10.3.4. United State Sales Analysis
- 10.3.5. Canada Sales Analysis
- 10.3.6. Mexico Sales Analysis
- 10.4. Europe Sales Analysis
- 10.4.1. Overview, Historic and Forecast Data Sales Analysis
- 10.4.2. Europe by Segment Sales Analysis
- 10.4.3. Europe by Country Sales Analysis
- 10.4.4. United Kingdom Sales Analysis
- 10.4.5. France Sales Analysis
- 10.4.6. Germany Sales Analysis
- 10.4.7. Italy Sales Analysis
- 10.4.8. Russia Sales Analysis
- 10.4.9. Rest Of Europe Sales Analysis
- 10.5. Asia Pacific Sales Analysis
- 10.5.1. Overview, Historic and Forecast Data Sales Analysis
- 10.5.2. Asia Pacific by Segment Sales Analysis
- 10.5.3. Asia Pacific by Country Sales Analysis
- 10.5.4. China Sales Analysis
- 10.5.5. India Sales Analysis
- 10.5.6. Japan Sales Analysis
- 10.5.7. South Korea Sales Analysis
- 10.5.8. Australia Sales Analysis
- 10.5.9. South East Asia Sales Analysis
- 10.5.10. Rest Of Asia Pacific Sales Analysis
- 10.6. Latin America Sales Analysis
- 10.6.1. Overview, Historic and Forecast Data Sales Analysis
- 10.6.2. Latin America by Segment Sales Analysis
- 10.6.3. Latin America by Country Sales Analysis
- 10.6.4. Brazil Sales Analysis
- 10.6.5. Argentina Sales Analysis
- 10.6.6. Peru Sales Analysis
- 10.6.7. Chile Sales Analysis
- 10.6.8. Rest of Latin America Sales Analysis
- 10.7. Middle East & Africa Sales Analysis
- 10.7.1. Overview, Historic and Forecast Data Sales Analysis
- 10.7.2. Middle East & Africa by Segment Sales Analysis
- 10.7.3. Middle East & Africa by Country Sales Analysis
- 10.7.4. Saudi Arabia Sales Analysis
- 10.7.5. UAE Sales Analysis
- 10.7.6. Israel Sales Analysis
- 10.7.7. South Africa Sales Analysis
- 10.7.8. Rest Of Middle East And Africa Sales Analysis
11 . COMPETITIVE LANDSCAPE OF THE MUTUAL FUND ASSETS COMPANIES
- 11.1. Mutual Fund Assets Market Competition
- 11.2. Partnership/Collaboration/Agreement
- 11.3. Merger And Acquisitions
- 11.4. New Product Launch
- 11.5. Other Developments
12 . COMPANY PROFILES OF MUTUAL FUND ASSETS INDUSTRY
- 12.1. Company Share Analysis
- 12.2. Market Concentration Rate
- 12.3. BlackRock Inc.
- 12.3.1. Company Overview
- 12.3.2. Company Revenue
- 12.3.3. Products
- 12.3.4. Recent Developments
- 12.4. The Vanguard Group Inc.
- 12.4.1. Company Overview
- 12.4.2. Company Revenue
- 12.4.3. Products
- 12.4.4. Recent Developments
- 12.5. Charles Schwab & Co. Inc.
- 12.5.1. Company Overview
- 12.5.2. Company Revenue
- 12.5.3. Products
- 12.5.4. Recent Developments
- 12.6. JPMorgan Chase & Co.
- 12.6.1. Company Overview
- 12.6.2. Company Revenue
- 12.6.3. Products
- 12.6.4. Recent Developments
- 12.7. FMR LLC
- 12.7.1. Company Overview
- 12.7.2. Company Revenue
- 12.7.3. Products
- 12.7.4. Recent Developments
- 12.8. State Street Corp.
- 12.8.1. Company Overview
- 12.8.2. Company Revenue
- 12.8.3. Products
- 12.8.4. Recent Developments
- 12.9. Morgan Stanley
- 12.9.1. Company Overview
- 12.9.2. Company Revenue
- 12.9.3. Products
- 12.9.4. Recent Developments
- 12.10. BNY Mellon Securities Corp.
- 12.10.1. Company Overview
- 12.10.2. Company Revenue
- 12.10.3. Products
- 12.10.4. Recent Developments
- 12.11. Amundi U.S.
- 12.11.1. Company Overview
- 12.11.2. Company Revenue
- 12.11.3. Products
- 12.11.4. Recent Developments
- 12.12. Goldman Sachs
- 12.12.1. Company Overview
- 12.12.2. Company Revenue
- 12.12.3. Products
- 12.12.4. Recent Developments
- 12.13. Franklin Templeton
- 12.13.1. Company Overview
- 12.13.2. Company Revenue
- 12.13.3. Products
- 12.13.4. Recent Developments
Note - in company profiling, financial details and recent development are subject to availability or might not be covered in case of private companies
LIST OF TABLES
- Market Snapshot
- Drivers : Impact Analysis
- Restraints : Impact Analysis
- List of Raw Material
- List of Raw Material Manufactures
- Analysis by Investment Strategy (USD MN)
- Equity Strategy Market Sales by Geography (USD MN)
- Fixed Income Strategy Market Sales by Geography (USD MN)
- Multi-asset/Balanced Strategy Market Sales by Geography (USD MN)
- Sustainable Strategy Market Sales by Geography (USD MN)
- Money Market Strategy Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Analysis Market by Type (USD MN)
- Open-ended Market Sales by Geography (USD MN)
- Close-ended Market Sales by Geography (USD MN)
- Analysis by Distribution Channel (USD MN)
- Direct Sales Market Sales by Geography (USD MN)
- Financial Advisor Market Sales by Geography (USD MN)
- Broker-dealer Market Sales by Geography (USD MN)
- Banks Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Analysis by Investment Style (USD MN)
- Active Market Sales by Geography (USD MN)
- Passive Market Sales by Geography (USD MN)
- Analysis by Investor Type (USD MN)
- Retail Market Sales by Geography (USD MN)
- Institutional Market Sales by Geography (USD MN)
- Global Mutual Fund Assets Market Sales by Geography (USD MN)
- North America Market Analysis (USD MN)
- United State Market Analysis (USD MN)
- Canada Market Analysis (USD MN)
- Mexico Market Analysis (USD MN)
- Europe Market Analysis (USD MN)
- Europe Market Estimate by Country (USD MN)
- United Kingdom Market Analysis (USD MN)
- France Market Analysis (USD MN)
- Germany Market Analysis (USD MN)
- Italy Market Analysis (USD MN)
- Russia Market Analysis (USD MN)
- Spain Market Analysis (USD MN)
- Rest of Europe Market Analysis (USD MN)
- Asia Pacific Market Analysis (USD MN)
- China Market Analysis (USD MN)
- Japan Market Analysis (USD MN)
- India Market Analysis (USD MN)
- South Korea Market Analysis (USD MN)
- Australia Market Analysis (USD MN)
- South East Asia Market Analysis (USD MN)
- Rest of Asia Pacific Market Analysis (USD MN)
- Latin America Market Analysis (USD MN)
- Brazil Market Analysis (USD MN)
- Argentina Market Analysis (USD MN)
- Peru Market Analysis (USD MN)
- Chile Market Analysis (USD MN)
- Rest of Latin America Market Analysis (USD MN)
- Middle East & Africa Market Analysis (USD MN)
- Saudi Arabia Market Analysis (USD MN)
- UAE Market Analysis (USD MN)
- Israel Market Analysis (USD MN)
- South Africa Market Analysis (USD MN)
- Rest of Middle East and Africa Market Analysis (USD MN)
- Partnership/Collaboration/Agreement
- Mergers And Acquisition
LIST OF FIGURES
- Research Scope of Mutual Fund Assets Report
- Market Research Process
- Market Research Methodology
- Global Mutual Fund Assets Market Size, by Region (USD MN)
- Porters Five Forces Analysis
- Market Attractiveness Analysis by Investment Strategy
- Market Attractiveness Analysis by Type
- Market Attractiveness Analysis by Distribution Channel
- Market Attractiveness Analysis by Investment Style
- Market Attractiveness Analysis by Investor Type
- Market Attractiveness Analysis by Region
- Value Chain Analysis
- Global Market Analysis by Investment Strategy (USD MN)
- Equity Strategy Market Sales by Geography (USD MN)
- Fixed Income Strategy Market Sales by Geography (USD MN)
- Multi-asset/Balanced Strategy Market Sales by Geography (USD MN)
- Sustainable Strategy Market Sales by Geography (USD MN)
- Money Market Strategy Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Global Market Analysis by Type (USD MN)
- Open-ended Market Sales by Geography (USD MN)
- Close-ended Market Sales by Geography (USD MN)
- Global Market Analysis by Distribution Channel (USD MN)
- Direct Sales Market Sales by Geography (USD MN)
- Financial Advisor Market Sales by Geography (USD MN)
- Broker-dealer Market Sales by Geography (USD MN)
- Banks Market Sales by Geography (USD MN)
- Others Market Sales by Geography (USD MN)
- Global Market Analysis by Investment Style (USD MN)
- Active Market Sales by Geography (USD MN)
- Passive Market Sales by Geography (USD MN)
- Global Market Analysis by Investor Type (USD MN)
- Retail Market Sales by Geography (USD MN)
- Institutional Market Sales by Geography (USD MN)
- Global Market Sales (USD MN)
- North America Market Sales (USD MN)
- Europe Market Sales (USD MN)
- Asia Pacific Market Sales (USD MN)
- Latin America Market Sales (USD MN)
- Middle East & Africa Market Sales (USD MN)
- Recent Development in Industry
- Top Company Market Share Analysis
Kindly note that the above listed are the basic tables and figures of the report and are not limited to the TOC.
