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市場調査レポート
商品コード
1796418
年金ファンドの市場規模・シェア・成長分析 (ファンドの種類別、エンドユーザー別、投資戦略別、スポンサーの種類別、地域別)：産業予測 (2025～2032年)Pension Funds Market Size, Share, and Growth Analysis, By Fund Type, By End User, By Investment Strategy, By Sponsor Type, By Region - Industry Forecast 2025-2032 |
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| 年金ファンドの市場規模・シェア・成長分析 (ファンドの種類別、エンドユーザー別、投資戦略別、スポンサーの種類別、地域別)：産業予測 (2025～2032年) |
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出版日: 2025年08月21日
発行: SkyQuest
ページ情報: 英文 198 Pages
納期: 3～5営業日
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- 全表示
- 概要
- 目次
世界の年金ファンドの市場規模は2023年に67兆6,300億米ドルと評価され、2024年の71兆3,500億米ドルから2032年には109兆5,000億米ドルに成長し、予測期間（2025～2032年）のCAGRは5.5%で成長する見通しです。
世界の年金ファンド市場は、平均寿命の延びや高齢化によって大きな成長を遂げており、長期的な退職戦略が必要とされています。退職後の経済的安定に関する意識の高まりは、雇用者拠出の年金制度の拡大と相まって、この動向をさらに助長しています。政府の取り組みや規制政策が個人拠出を促進する一方、デジタル化やオンライン・プラットフォームが投資プロセスを合理化しています。加えて、環境・社会・ガバナンス要因への懸念を背景に、年金ポートフォリオがプライベート・マーケットやオルタナティブ投資にシフトしていることも注目に値します。しかし、市場のボラティリティ、低金利、複雑なポートフォリオ管理、規制上の課題といった障壁が成長を妨げています。興味深いことに、AIは投資戦略の強化、資産配分の最適化、効率性の向上、詐欺やサイバーリスクに対するセキュリティの強化によって、この分野に変革をもたらしつつあります。
目次
イントロダクション
- 分析目的
- 市場範囲
- 定義
分析手法
- 情報調達
- 二次・一次データの手法
- 市場規模予測
- 市場の想定と制約
エグゼクティブサマリー
- 市場の概要と展望
- 需給動向の分析
- セグメント別の機会分析
市場力学と展望
- 市場概要
- 市場規模
- 市場力学
- 促進要因と機会
- 抑制要因と課題
- ポーター分析
市場の主な考察
- 主な成功要因
- 競合の程度
- 主な投資機会
- 市場エコシステム
- 市場魅力度指数 (2024年)
- PESTEL分析
- マクロ経済指標
- バリューチェーン分析
- 価格分析
- ケーススタディ
- 顧客と購買基準の分析
世界の年金ファンドの市場規模・CAGR：ファンドの種類別 (2025～2032年)
- 市場概要
- 確定給付型年金ファンド
- 確定拠出型年金ファンド
- ハイブリッド年金ファンド
- その他
世界の年金ファンドの市場規模・CAGR：エンドユーザー別 (2025～2032年)
- 市場概要
- 政府
- 企業
- 個人
世界の年金ファンドの市場規模・CAGR：投資戦略別 (2025～2032年)
- 市場概要
- アクティブ
- 受け身
世界の年金ファンドの市場規模・CAGR：スポンサーの種類別 (2025～2032年)
- 市場概要
- 公共部門
- 民間部門
世界の年金ファンドの市場規模・CAGR：投資地域別 (2025～2032年)
- 市場概要
- オンショア
- オフショア
世界の年金ファンドの市場規模・CAGR (2025～2032年)
- 北米
- 米国
- カナダ
- 欧州
- ドイツ
- スペイン
- フランス
- 英国
- イタリア
- その他欧州
- アジア太平洋
- 中国
- インド
- 日本
- 韓国
- その他アジア太平洋
- ラテンアメリカ
- ブラジル
- その他ラテンアメリカ
- 中東・アフリカ
- GCC諸国
- 南アフリカ
- その他中東・アフリカ
競合情勢
- 上位5社の比較
- 主要企業の市場ポジショニング (2024年)
- 主要企業が採用した戦略
- 市場の近年の動向
- 主要企業の市場シェア (2024年)
- 主要企業のプロファイル
- 企業概要
- 製品ポートフォリオ分析
- セグメント別シェア分析
- 収益の前年比比較 (2022～2024年)
主要企業プロファイル
- PensionBee
- Guideline
- Vestwell
- Blooom
- ForUsAll
- Pontera
- FundGuard
- Penfold
- Raindrop
- Zuper
- Honest Dollar
- Smart Pension
結論と提言
Global Pension Funds Market size was valued at USD 67.63 Trillion in 2023 and is poised to grow from USD 71.35 Trillion in 2024 to USD 109.50 Trillion by 2032, growing at a CAGR of 5.5% in the forecast period (2025-2032).
The global pension funds market is witnessing significant growth driven by increasing life expectancy and aging populations, necessitating long-term retirement strategies. Enhanced awareness around financial stability in retirement, coupled with an expansion in employer-sponsored pension plans, further contributes to this trend. Government initiatives and regulatory policies are fostering private contributions, while digitalization and online platforms streamline investment processes. Additionally, there is a notable shift towards private markets and alternative investments within pension portfolios, highlighting concerns about environmental, social, and governance factors. However, barriers such as market volatility, low interest rates, complex portfolio management, and regulatory challenges hinder growth. Interestingly, AI is transforming the sector by enhancing investment strategies, optimizing asset allocation, increasing efficiency, and fortifying security against fraud and cyber risks.
Top-down and bottom-up approaches were used to estimate and validate the size of the Global Pension Funds market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.
Global Pension Funds Market Segments Analysis
Global pension funds market is segmented by fund type, end user, investment strategy, sponsor type, geography of investment, and region. Based on fund type, the market is segmented into defined benefit pension funds, defined contribution pension funds, hybrid pension funds, and others. Based on end user, the market is segmented into government, corporates, and individuals. Based on investment strategy, the market is segmented into active and passive. Based on sponsor type, the market is segmented into public-sector plans, and private-sector plans. Based on geography of investment, the market is segmented into onshore and offshore. Based on region, the market is segmented into North America, Asia Pacific, Europe, Latin America, and Middle East & Africa.
Driver of the Global Pension Funds Market
One of the key market drivers for the global pension funds market is the increasing life expectancy and aging population worldwide. As individuals live longer, there is a growing need for sustainable retirement income, leading to heightened demand for pension plans that can provide financial security in retirement. This demographic shift compels governments and organizations to rethink their pension strategies, fostering innovations in fund management and product offerings. Moreover, the need for effective risk management and asset allocation in response to fluctuating market conditions further drives investment in diverse pension funds, enhancing their appeal to both institutional and individual investors.
Restraints in the Global Pension Funds Market
One significant market restraint for the Global Pension Funds Market is the increasing regulatory scrutiny and compliance requirements imposed on pension funds. As governments and regulatory bodies strive to enhance transparency and protect beneficiaries' interests, the burden of adhering to complex regulations can limit the operational flexibility of pension funds. Compliance mandates may require considerable investments in technology and human resources, diverting funds from potential investment opportunities. Additionally, the evolving regulatory landscape can create uncertainty, making it challenging for pension fund managers to formulate long-term strategies, ultimately hindering growth and efficiency in meetings beneficiaries' retirement expectations.
Market Trends of the Global Pension Funds Market
The Global Pension Funds market is witnessing a pronounced shift towards alternative investments as funds seek to enhance returns and mitigate risks amidst persistently low-interest rates. This trend encompasses increased allocations to private equity, infrastructure projects, and real estate assets, which serve to diversify portfolios traditionally dominated by equities and fixed income securities. By embracing alternative assets, pension funds aim to improve risk-adjusted returns while capitalizing on the potential for long-term growth opportunities. This evolving investment strategy reflects a broader recognition of the need for innovative asset management approaches in an increasingly complex financial landscape.
Table of Contents
Introduction
- Objectives of the Study
- Scope of the Report
- Definitions
Research Methodology
- Information Procurement
- Secondary & Primary Data Methods
- Market Size Estimation
- Market Assumptions & Limitations
Executive Summary
- Global Market Outlook
- Supply & Demand Trend Analysis
- Segmental Opportunity Analysis
Market Dynamics & Outlook
- Market Overview
- Market Size
- Market Dynamics
- Drivers & Opportunities
- Restraints & Challenges
- Porters Analysis
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers
Key Market Insights
- Key Success Factors
- Degree of Competition
- Top Investment Pockets
- Market Ecosystem
- Market Attractiveness Index, 2024
- PESTEL Analysis
- Macro-Economic Indicators
- Value Chain Analysis
- Pricing Analysis
- Case Studies
- Customer Buying Behavior Analysis
Global Pension Funds Market Size by Fund Type & CAGR (2025-2032)
- Market Overview
- Defined Benefit Pension Funds
- Defined Contribution Pension Funds
- Hybrid Pension Funds
- Others
Global Pension Funds Market Size by End User & CAGR (2025-2032)
- Market Overview
- Government
- Corporates
- Individuals
Global Pension Funds Market Size by Investment Strategy & CAGR (2025-2032)
- Market Overview
- Active
- Passive
Global Pension Funds Market Size by Sponsor Type & CAGR (2025-2032)
- Market Overview
- Public-Sector Plans
- Private-Sector Plans
Global Pension Funds Market Size by Geography of Investment & CAGR (2025-2032)
- Market Overview
- Onshore
- Offshore
Global Pension Funds Market Size & CAGR (2025-2032)
- North America (Fund Type, End User, Investment Strategy, Sponsor Type, Geography of Investment)
- US
- Canada
- Europe (Fund Type, End User, Investment Strategy, Sponsor Type, Geography of Investment)
- Germany
- Spain
- France
- UK
- Italy
- Rest of Europe
- Asia Pacific (Fund Type, End User, Investment Strategy, Sponsor Type, Geography of Investment)
- China
- India
- Japan
- South Korea
- Rest of Asia-Pacific
- Latin America (Fund Type, End User, Investment Strategy, Sponsor Type, Geography of Investment)
- Brazil
- Rest of Latin America
- Middle East & Africa (Fund Type, End User, Investment Strategy, Sponsor Type, Geography of Investment)
- GCC Countries
- South Africa
- Rest of Middle East & Africa
Competitive Intelligence
- Top 5 Player Comparison
- Market Positioning of Key Players, 2024
- Strategies Adopted by Key Market Players
- Recent Developments in the Market
- Company Market Share Analysis, 2024
- Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2022-2024)
Key Company Profiles
- PensionBee
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Guideline
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Vestwell
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Blooom
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- ForUsAll
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Pontera
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- FundGuard
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Penfold
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Raindrop
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Zuper
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Honest Dollar
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
- Smart Pension
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
