Product Code: VMR112112822
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
By Distribution Channel
- Direct Sales
- Financial Advisor
- Broker-Dealer
- Banks
- Others
By Investment Style
By Investor Type
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