Product Code: PM3858
The global mutual fund assets market size is expected to reach USD 1,058.13 billion by 2032, according to a new study by Polaris market research. The report "Mutual Fund Assets Market Share, Size, Trends, Industry Analysis Report, By Investment Strategy, By Type, By Distribution Channel, By Investment Style, By Investor Type, By Region, And Segment Forecasts, 2019 - 2032" gives a detailed insight into current market dynamics and provides analysis on future market growth.
The market's expansion has been propelled by technological progress and the accessibility of online investment platforms. These platforms simplify the process for investors to conduct research, make comparisons, and invest in mutual funds. The convenience associated with online investing, combined with attributes such as automated portfolio management and investment strategies aligned with goals, has garnered the interest of a wider spectrum of investors and extended the influence of mutual funds. Additionally, the surge in retirement savings and pension plans has further fueled the growth of the market.
As both individuals and entities emphasize extended financial planning and saving for retirement, the role of mutual funds as a potent instrument for wealth accumulation becomes prominent. A multitude of retirement plans, including the U.S.'s 401(k) plans, feature mutual funds as accessible investment alternatives, catering to the needs of retirement savers. The existence of regulatory frameworks and safeguards for investors contributes to bolstering confidence in mutual funds and fostering the expansion of the market.
Regulators establish benchmarks and prerequisites for mutual funds, ensuring transparency, responsibility, and equitable treatment of investors. This regulatory oversight not only cultivates trust but also stimulates heightened participation from individuals and institutions alike, encouraging them to channel investments into mutual funds.
The market has received a favorable impetus from the economic stimulus initiatives enacted by governments across the globe to counter the repercussions of the COVID-19 pandemic. These measures, which encompass actions like interest rate reductions and fiscal stimulus arrangements, have established an environment conducive to investment, prompting augmented inflows into mutual funds. Moreover, the resurgence of financial markets after the initial turbulence caused by the pandemic has elevated investor assurance and motivated them to direct their capital into mutual funds with the aim of attaining potential returns.
Mutual Fund Assets Market Report Highlights
The equity strategy segment held the largest share, as they have the potential for long-term capital appreciation and have higher ROI
The active segment dominated the market, as it provides high-level accountability and security for better portfolio management.
North America garnered the largest share due to the presence of high-worth individuals, better financial regulations, and fund security.
Key players include BlackRock, Vanguard Group, Charles Schwab, JPMorgan Chase, FMR, and State Street Corporation.
Polaris market research has segmented the mutual fund assets market report based on investment strategy, type, distribution channel, investment style, investor type, and region:
Mutual Fund Assets, Investment Strategy Outlook (Revenue - USD Billion, 2019 - 2032)
- Equity Strategy
- Fixed Income Strategy
- Multi-asset/Balanced Strategy
- Sustainable Strategy
- Money Market Strategy
- Others
Mutual Fund Assets, Type Outlook (Revenue - USD Billion, 2019 - 2032)
Mutual Fund Assets, Distribution Channel Outlook (Revenue - USD Billion, 2019 - 2032)
- Direct Sales
- Financial Advisor
- Broker-dealer
- Banks
- Others
Mutual Fund Assets, Investment Type Outlook (Revenue - USD Billion, 2019 - 2032)
Mutual Fund Assets, Investor Type Outlook (Revenue - USD Billion, 2019 - 2032)
Mutual Fund Assets, Regional Outlook (Revenue - USD Billion, 2019 - 2032)
- North America
- U.S.
- Canada
- Europe
- Germany
- UK
- France
- Italy
- Spain
- Russia
- Netherlands
- Asia Pacific
- China
- India
- Japan
- South Korea
- Indonesia
- Malaysia
- Latin America
- Argentina
- Brazil
- Mexico
- Middle East & Africa
- UAE
- Saudi Arabia
- Israel
- South Africa
Table of Contents
1. Introduction
- 1.1. Report Description
- 1.1.1. Objectives of the Study
- 1.1.2. Market Scope
- 1.1.3. Assumptions
- 1.2. Stakeholders
2. Executive Summary
3. Research Methodology
- 3.1. Overview
- 3.2. Data Sources
- 3.2.1. Primary Sources
- 3.2.2. Secondary Sources
4. Global Mutual Fund Assets Market Insights
- 4.1. Mutual Fund Assets Market - Distribution Channel Snapshot
- 4.2. Mutual Fund Assets Market Dynamics
- 4.2.1. Drivers and Opportunities
- 4.2.1.1. Rising customer preference for safe investments
- 4.2.1.2. Diversification is boosting the demand of the market
- 4.2.2. Restraints and Challenges
- 4.2.2.1. Investment risk and market volatility
- 4.3. Porter's Five Forces Analysis
- 4.3.1. Bargaining Power of Suppliers (Moderate)
- 4.3.2. Threats of New Entrants: (Low)
- 4.3.3. Bargaining Power of Buyers (Moderate)
- 4.3.4. Threat of Substitute (Moderate)
- 4.3.5. Rivalry among existing firms (High)
- 4.4. PESTEL Analysis
- 4.5. Mutual Fund Assets Market Distribution Channel Trends
- 4.6. Value Chain Analysis
- 4.7. COVID-19 Impact Analysis
5. Global Mutual Fund Assets Market, by Investment Strategy
- 5.1. Key Findings
- 5.2. Introduction
- 5.2.1. Global Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 5.3. Equity Strategy
- 5.3.1. Global Mutual Fund Assets Market, by Equity Strategy, by Region, 2019-2032 (USD Billion)
- 5.4. Fixed Income Strategy
- 5.4.1. Global Mutual Fund Assets Market, by Fixed Income Strategy, by Region, 2019-2032 (USD Billion)
- 5.5. Multi-asset/Balanced Strategy
- 5.5.1. Global Mutual Fund Assets Market, by Multi-asset/Balanced Strategy, by Region, 2019-2032 (USD Billion)
- 5.6. Sustainable Strategy
- 5.6.1. Global Mutual Fund Assets Market, by Sustainable Strategy, by Region, 2019-2032 (USD Billion)
- 5.7. Money Market Strategy
- 5.7.1. Global Mutual Fund Assets Market, by Money Market Strategy, by Region, 2019-2032 (USD Billion)
- 5.8. Others
- 5.8.1. Global Mutual Fund Assets Market, by Others, by Region, 2019-2032 (USD Billion)
6. Global Mutual Fund Assets Market, by Type
- 6.1. Key Findings
- 6.2. Introduction
- 6.2.1. Global Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 6.3. Open-ended
- 6.3.1. Global Mutual Fund Assets Market, by Open-ended, by Region, 2019-2032 (USD Billion)
- 6.4. Close-ended
- 6.4.1. Global Mutual Fund Assets Market, by Close-ended, by Region, 2019-2032 (USD Billion)
7. Global Mutual Fund Assets Market, by Distribution Channel
- 7.1. Key Findings
- 7.2. Introduction
- 7.2.1. Global Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 7.3. Direct Sales
- 7.3.1. Global Mutual Fund Assets Market, by Direct Sales, By Region, 2019-2032 (USD Billion)
- 7.4. Financial Advisor
- 7.4.1. Global Mutual Fund Assets Market, by Financial Advisor, By Region, 2019-2032 (USD Billion)
- 7.5. Broker-dealer
- 7.5.1. Global Mutual Fund Assets Market, by Broker-dealer, By Region, 2019-2032 (USD Billion)
- 7.6. Banks
- 7.6.1. Global Mutual Fund Assets Market, by Banks, By Region, 2019-2032 (USD Billion)
- 7.7. Others
- 7.7.1. Global Mutual Fund Assets Market, by Others, By Region, 2019-2032 (USD Billion)
8. Global Mutual Fund Assets Market, by Geography
- 8.1. Key findings
- 8.2. Introduction
- 8.2.1. Mutual Fund Assets Market Assessment, By Geography, 2019-2032 (USD Billion)
- 8.3. Mutual Fund Assets Market - North America
- 8.3.1. North America: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.3.2. North America: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.3.3. North America: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.3.4. Mutual Fund Assets Market - U.S.
- 8.3.4.1. U.S.: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.3.4.2. U.S.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.3.4.3. U.S.: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.3.5. Mutual Fund Assets Market - Canada
- 8.3.5.1. Canada: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.3.5.2. Canada.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.3.5.3. Canada: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4. Mutual Fund Assets Market - Europe
- 8.4.1. Europe: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.2. Europe.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.3. Europe: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.4. Mutual Fund Assets Market - UK
- 8.4.4.1. UK: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.4.2. UK.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.4.3. UK: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.5. Mutual Fund Assets Market - France
- 8.4.5.1. France: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.5.2. France.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.5.3. France: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.6. Mutual Fund Assets Market - Germany
- 8.4.6.1. Germany: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.6.2. Germany.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.6.3. Germany: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.7. Mutual Fund Assets Market - Italy
- 8.4.7.1. Italy: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.7.2. Italy.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.7.3. Italy: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.8. Mutual Fund Assets Market - Spain
- 8.4.8.1. Spain: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.8.2. Spain.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.8.3. Spain: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.9. Mutual Fund Assets Market - Netherlands
- 8.4.9.1. Netherlands: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.9.2. Netherlands.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.9.3. Netherlands: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.4.10. Mutual Fund Assets Market - Russia
- 8.4.10.1. Russia: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.4.10.2. Russia.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.4.10.3. Russia: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5. Mutual Fund Assets Market - Asia Pacific
- 8.5.1. Asia Pacific: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.2. Asia Pacific.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.3. Asia Pacific: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.4. Mutual Fund Assets Market - China
- 8.5.4.1. China: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.4.2. China.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.4.3. China: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.5. Mutual Fund Assets Market - India
- 8.5.5.1. India: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.5.2. India.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.5.3. India: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.6. Mutual Fund Assets Market - Malaysia
- 8.5.6.1. Malaysia: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.6.2. Malaysia.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.6.3. Malaysia: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.7. Mutual Fund Assets Market - Japan
- 8.5.7.1. Japan: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.7.2. Japan.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.7.3. Japan: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.8. Mutual Fund Assets Market - Indonesia
- 8.5.8.1. Indonesia: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.8.2. Indonesia.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.8.3. Indonesia: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.5.9. Mutual Fund Assets Market - South Korea
- 8.5.9.1. South Korea: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.5.9.2. South Korea.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.5.9.3. South Korea: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.6. Mutual Fund Assets Market - Middle East & Africa
- 8.6.1. Middle East & Africa: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.6.2. Middle East & Africa.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.6.3. Middle East & Africa: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.6.4. Mutual Fund Assets Market - Saudi Arabia
- 8.6.4.1. Saudi Arabia: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.6.4.2. Saudi Arabia.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.6.4.3. Saudi Arabia: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.6.5. Mutual Fund Assets Market - UAE
- 8.6.5.1. UAE: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.6.5.2. UAE.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.6.5.3. UAE: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.6.6. Mutual Fund Assets Market - Israel
- 8.6.6.1. Israel: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.6.6.2. Israel.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.6.6.3. Israel: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.6.7. Mutual Fund Assets Market - South Africa
- 8.6.7.1. South Africa: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.6.7.2. South Africa.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.6.7.3. South Africa: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.7. Mutual Fund Assets Market - Latin America
- 8.7.1. Latin America: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.7.2. Latin America.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.7.3. Latin America: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.7.4. Mutual Fund Assets Market - Mexico
- 8.7.4.1. Mexico: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.7.4.2. Mexico.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.7.4.3. Mexico: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.7.5. Mutual Fund Assets Market - Brazil
- 8.7.5.1. Brazil: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.7.5.2. Brazil.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.7.5.3. Brazil: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
- 8.7.6. Mutual Fund Assets Market - Argentina
- 8.7.6.1. Argentina: Mutual Fund Assets Market, by Investment Strategy, 2019-2032 (USD Billion)
- 8.7.6.2. Argentina.: Mutual Fund Assets Market, by Distribution Channel, 2019-2032 (USD Billion)
- 8.7.6.3. Argentina: Mutual Fund Assets Market, by Type, 2019-2032 (USD Billion)
9. Competitive Landscape
- 9.1. Expansion and Acquisition Analysis
- 9.1.1. Expansion
- 9.1.2. Acquisitions
- 9.2. Partnerships/Collaborations/Agreements/Exhibitions
10. Company Profiles
- 10.1. BlackRock
- 10.1.1. Company Overview
- 10.1.2. Financial Performance
- 10.1.3. Product Benchmarking
- 10.1.4. Recent Development
- 10.2. Vanguard Group
- 10.2.1. Company Overview
- 10.2.2. Financial Performance
- 10.2.3. Product Benchmarking
- 10.2.4. Recent Development
- 10.3. Charles Schwab
- 10.3.1. Company Overview
- 10.3.2. Financial Performance
- 10.3.3. Product Benchmarking
- 10.3.4. Recent Development
- 10.4. JPMorgan Chase
- 10.4.1. Company Overview
- 10.4.2. Financial Performance
- 10.4.3. Product Benchmarking
- 10.4.4. Recent Development
- 10.5. FMR
- 10.5.1. Company Overview
- 10.5.2. Financial Performance
- 10.5.3. Product Benchmarking
- 10.5.4. Recent Development
- 10.6. State Street Corporation
- 10.6.1. Company Overview
- 10.6.2. Financial Performance
- 10.6.3. Product Benchmarking
- 10.6.4. Recent Development
- 10.7. Morgan Stanley
- 10.7.1. Company Overview
- 10.7.2. Financial Performance
- 10.7.3. Product Benchmarking
- 10.7.4. Recent Development
- 10.8. BNY Mellon Securities
- 10.8.1. Company Overview
- 10.8.2. Financial Performance
- 10.8.3. Product Benchmarking
- 10.8.4. Recent Development
- 10.9. Amundi and Goldman Sachs
- 10.9.1. Company Overview
- 10.9.2. Financial Performance
- 10.9.3. Product Benchmarking
- 10.9.4. Recent Development
- 10.10. Franklin Templeton
- 10.10.1. Company Overview
- 10.10.2. Financial Performance
- 10.10.3. Product Benchmarking
- 10.10.4. Recent Development