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市場調査レポート
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1392279

投資信託資産の世界市場の分析:産業分析、市場規模・シェア・成長・動向・予測 (2023年~2030年)

Global Mutual Fund Assets Market Research Report - Industry Analysis, Size, Share, Growth, Trends and Forecast 2023 to 2030

出版日: | 発行: Value Market Research | ページ情報: 英文 229 Pages | 納期: 即日から翌営業日

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価格
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投資信託資産の世界市場の分析:産業分析、市場規模・シェア・成長・動向・予測 (2023年~2030年)
出版日: 2023年11月01日
発行: Value Market Research
ページ情報: 英文 229 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

世界の投資信託資産市場の需要は、2022年の6,235億米ドルから、2030年には1兆1,455億3,000万米ドル近くに達すると推定されます。分析期間中 (2023年~2030年) のCAGRは7.9%です。

投資信託資産とは、投資信託内で保有されている証券・株式・債券・現金・その他の資産の総額を指します。これらの資産は、投資信託に資金を拠出した様々な個人投資家による投資の集合体です。

市場力学:

投資家の行動と感情が極めて重要な役割を果たし、市場の状況と信頼レベルに基づいてファンドの資金流入と資金流出に影響を与えます。市場のパフォーマンスは資産の増加に直接影響し、市場が好況であれば投資も集まり、運用資産 (AUM) も増加します。金利、インフレ、GDP成長率などの経済要因は投資判断に大きく影響し、投資信託資産の規模に影響を与えます。規制の変更、投資へのアクセスを容易にする技術進歩、テーマ型やESGファンドなどの商品イノベーションも、特定の投資家層を惹きつけることで資産拡大に寄与しています。人口動態の変化や販売チャネルの有効性は、投資信託の状況をさらに形成しています。さらに、世界の経済・政治情勢は投資家心理に影響を与え、市場実績に反映され、投資信託資産に影響を与えます。こうした多様な要因が総合的に投資信託資産市場の変動と成長動向を後押しし、ファンド会社が運用する資産全体の規模と構成に影響を与えています。

当レポートでは、ポーターのファイブフォースモデル、市場魅力度分析、バリューチェーン分析を取り上げています。これらのツールは、業界の構造を明確に把握し、世界レベルでの競合の魅力を評価するのに役立ちます。さらに、これらのツールは、投資信託資産の世界市場における各セグメントを包括的に評価することもできます。投資信託資産業界の成長と動向は、当レポートに全体的なアプローチを提供します。

地域分析:

当レポートでは、北米、欧州、アジア太平洋、ラテンアメリカ、中東・アフリカにおける投資信託資産市場の現在と将来の需要を強調する地域展望をカバーします。さらに、すべての主要地域における個々の用途セグメントの需要・推定・予測にも焦点を当てています。

ご要望がございましたら、弊社までご連絡ください。当社の調査チームは、お客様のニーズに応じてカスタマイズした分析を提供することができます。

目次

第1章 序文

第2章 エグゼクティブサマリー

第3章 投資信託資産:業界分析

  • イントロダクション:市場力学
  • 市場促進要因
  • 市場抑制要因
  • 機会
  • 業界動向
  • ポーターのファイブフォース分析
  • 市場魅力度分析

第4章 バリューチェーン分析

  • バリューチェーン分析
  • 原材料分析
    • 原材料のリスト
    • 原材料メーカーのリスト
    • 主要原材料の価格動向
  • 潜在的バイヤーのリスト
  • マーケティングチャネル
    • 直接的マーケティング
    • 間接的マーケティング
    • マーケティングチャネルの発展動向

第5章 世界の投資信託資産市場の分析:投資戦略別

  • 投資戦略別の概要
  • 実績データと予測データ
  • 投資戦略別の分析
  • 株式戦略
  • 債券戦略
  • マルチアセット/バランス戦略
  • サステナブル戦略
  • マネーマーケット戦略
  • その他

第6章 世界の投資信託資産市場分析:種類別

  • 種類別の概要
  • 実績データと予測データ
  • 種類別の分析
  • オープンエンド型
  • クローズエンド型

第7章 世界の投資信託資産市場の分析:販売チャネル別

  • 販売チャネル別の概要
  • 実績データと予測データ
  • 販売チャネル別の分析
  • 直接販売
  • ファイナンシャルアドバイザー
  • ブローカー・ディーラー
  • 銀行
  • その他

第8章 世界の投資信託資産市場分析:投資スタイル別

  • 投資スタイル別の概要
  • 実績データと予測データ
  • 投資スタイル別の分析
  • アクティブ
  • パッシブ

第9章 世界の投資信託資産市場分析:投資家の種類別

  • 投資家の種類別の概要
  • 実績データと予測データ
  • 投資家の種類別の分析
  • リテール
  • 機関投資家

第10章 世界の投資信託資産市場の分析:地域別

  • 地域別の展望
  • イントロダクション
  • 北米の販売分析
    • 概要・実績・予測
    • 北米:セグメント別
    • 北米:国別
    • 米国
    • カナダ
    • メキシコ
  • 欧州の販売分析
    • 概要・実績・予測
    • 欧州:セグメント別
    • 欧州:国別
    • 英国
    • フランス
    • ドイツ
    • イタリア
    • ロシア
    • その他欧州
  • アジア太平洋の販売分析
    • 概要・実績・予測
    • アジア太平洋:セグメント別
    • アジア太平洋:国別
    • 中国
    • インド
    • 日本
    • 韓国
    • オーストラリア
    • 東南アジア
    • その他アジア太平洋
  • ラテンアメリカの販売分析
    • 概要・実績・予測
    • ラテンアメリカ:セグメント別
    • ラテンアメリカ:国別
    • ブラジル
    • アルゼンチン
    • ペルー
    • チリ
    • その他ラテンアメリカ
  • 中東・アフリカの販売分析
    • 概要・実績・予測
    • 中東・アフリカ:セグメント別
    • 中東・アフリカ国別売上分析
    • サウジアラビア
    • アラブ首長国連邦
    • イスラエル
    • 南アフリカ
    • その他中東・アフリカ

第11章 投資信託資産企業の競合情勢

  • 投資信託資産市場の競合
  • 提携・協力・契約
  • 企業合併・買収 (M&A)
  • 新商品の発売
  • その他の展開

第12章 企業プロファイル

  • 企業シェア分析
  • 市場集中度
  • 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
図表

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.

目次
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

  • 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.

In case you have any custom requirements, do write to us. Our research team can offer a customized report as per your need.

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