Global Mutual Fund Assets Market Report and Forecast 2024-2032
Market Report I 2023-12-19 I 205 Pages I EMR Inc.
Global Mutual Fund Assets Market Report and Forecast 2024-2032
Market Outlook
According to the report by Expert Market Research (EMR), the global mutual fund assets market grew substantially in 2023. Aided by the escalating interest in diversified investment portfolios and the inherent promise of returns associated with mutual funds, the market is projected to further grow at a CAGR of 10.9% between 2024 and 2032.
Mutual funds amalgamate funds from numerous investors to purchase a diversified portfolio of stocks, bonds, or other securities. This mode of collective investment not only minimises risks but also provides an opportunity for individual investors to access professionally managed, diversified portfolios, which might be difficult with a smaller amount of capital. Their inherent structure, offering a mix of liquidity and potential growth, has cemented their popularity amongst both novice and seasoned investors.
As per the mutual fund assets market analysis, the burgeoning appeal of mutual funds can be attributed to several key drivers. Firstly, the escalating financial literacy rates across the globe have led to a surge in awareness about the importance of saving and investing. Coupled with this is the allure of higher returns when compared to traditional savings methods, making mutual funds an attractive proposition.
Furthermore, the rise of digital platforms has revolutionised the mutual fund landscape and further contribute to the mutual fund assets market growth. Online platforms and applications have made it simpler than ever for investors to browse, compare, invest in, and monitor mutual funds, offering both convenience and transparency. This digital shift has particularly resonated with the younger generation, who are increasingly seeking digital solutions for their financial planning.
Additionally, the diversification that mutual funds offer ensures risk mitigation and further increase value of the mutual fund assets market size. Given the volatile nature of markets, investing only in stocks of one company, can be perilous. Mutual funds, by distributing investments across a plethora of securities, shield investors from drastic losses.
The asset management industry has also been proactive in launching innovative mutual fund products catering to the varied needs of investors. From funds focusing on environmental, social, and governance (ESG) criteria to those targeting specific sectors or geographies, there is a fund for every risk appetite and investment goal, and it propels the mutual fund assets market demand.
Market Segmentation
The market can be divided based on fund type, distribution channel, investor type, and region.
Market Breakup by Fund Type
- Equity Funds
- Bond Funds
- Money Market Funds
- Hybrid and other Funds
Market Breakup by Distribution Channel
- Banks
- Financial Advisors/Brokers
- Direct Sellers
- Others
Market Breakup by Investor
- Institutional
- Individual
Market Breakup by Region
- North America
- Europe
- Asia Pacific
- Latin America
- Middle East and Africa
Competitive Landscape
The EMR report looks into the market shares, plant turnarounds, capacities, investments, and mergers and acquisitions, among other major developments, of the leading companies operating in the global mutual fund assets market. Some of the major players explored in the report by Expert Market Research are as follows:
- BlackRock, Inc.
- BNP Paribas Asset Management Holding
- Capital Group
- Citigroup Inc.
- Goldman Sachs Asset Management L. P.
- JPMorgan Chase & Co.
- Morgan Stanley Fund Services
- PIMCO (Allianz Asset Management of America LLC)
- The Vanguard Group, Inc.
- Others
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1 Preface
2 Report Coverage - Key Segmentation and Scope
3 Report Description
3.1 Market Definition and Outlook
3.2 Properties and Applications
3.3 Market Analysis
3.4 Key Players
4 Key Assumptions
5 Executive Summary
5.1 Overview
5.2 Key Drivers
5.3 Key Developments
5.4 Competitive Structure
5.5 Key Industrial Trends
6 Market Snapshot
6.1 Global
6.2 Regional
7 Opportunities and Challenges in the Market
8 Global Mutual Fund Assets Market Analysis
8.1 Key Industry Highlights
8.2 Global Mutual Fund Assets Historical Market (2018-2023)
8.3 Global Mutual Fund Assets Market Forecast (2024-2032)
8.4 Global Mutual Fund Assets Market by Fund Type
8.4.1 Equity Funds
8.4.1.1 Historical Trend (2018-2023)
8.4.1.2 Forecast Trend (2024-2032)
8.4.2 Bond Funds
8.4.2.1 Historical Trend (2018-2023)
8.4.2.2 Forecast Trend (2024-2032)
8.4.3 Money Market Funds
8.4.3.1 Historical Trend (2018-2023)
8.4.3.2 Forecast Trend (2024-2032)
8.4.4 Hybrid and other Funds
8.4.4.1 Historical Trend (2018-2023)
8.4.4.2 Forecast Trend (2024-2032)
8.5 Global Mutual Fund Assets Market by Distribution Channel
8.5.1 Banks
8.5.1.1 Historical Trend (2018-2023)
8.5.1.2 Forecast Trend (2024-2032)
8.5.2 Financial Advisors/Brokers
8.5.2.1 Historical Trend (2018-2023)
8.5.2.2 Forecast Trend (2024-2032)
8.5.3 Direct Sellers
8.5.3.1 Historical Trend (2018-2023)
8.5.3.2 Forecast Trend (2024-2032)
8.5.4 Others
8.6 Global Mutual Fund Assets Market by Investor Type
8.6.1 Institutional
8.6.1.1 Historical Trend (2018-2023)
8.6.1.2 Forecast Trend (2024-2032)
8.6.2 Individual
8.6.2.1 Historical Trend (2018-2023)
8.6.2.2 Forecast Trend (2024-2032)
8.7 Global Mutual Fund Assets Market by Region
8.7.1 North America
8.7.1.1 Historical Trend (2018-2023)
8.7.1.2 Forecast Trend (2024-2032)
8.7.2 Europe
8.7.2.1 Historical Trend (2018-2023)
8.7.2.2 Forecast Trend (2024-2032)
8.7.3 Asia Pacific
8.7.3.1 Historical Trend (2018-2023)
8.7.3.2 Forecast Trend (2024-2032)
8.7.4 Latin America
8.7.4.1 Historical Trend (2018-2023)
8.7.4.2 Forecast Trend (2024-2032)
8.7.5 Middle East and Africa
8.7.5.1 Historical Trend (2018-2023)
8.7.5.2 Forecast Trend (2024-2032)
9 North America Mutual Fund Assets Market Analysis
9.1 United States of America
9.1.1 Historical Trend (2018-2023)
9.1.2 Forecast Trend (2024-2032)
9.2 Canada
9.2.1 Historical Trend (2018-2023)
9.2.2 Forecast Trend (2024-2032)
10 Europe Mutual Fund Assets Market Analysis
10.1 United Kingdom
10.1.1 Historical Trend (2018-2023)
10.1.2 Forecast Trend (2024-2032)
10.2 Germany
10.2.1 Historical Trend (2018-2023)
10.2.2 Forecast Trend (2024-2032)
10.3 France
10.3.1 Historical Trend (2018-2023)
10.3.2 Forecast Trend (2024-2032)
10.4 Italy
10.4.1 Historical Trend (2018-2023)
10.4.2 Forecast Trend (2024-2032)
10.5 Others
11 Asia Pacific Mutual Fund Assets Market Analysis
11.1 China
11.1.1 Historical Trend (2018-2023)
11.1.2 Forecast Trend (2024-2032)
11.2 Japan
11.2.1 Historical Trend (2018-2023)
11.2.2 Forecast Trend (2024-2032)
11.3 India
11.3.1 Historical Trend (2018-2023)
11.3.2 Forecast Trend (2024-2032)
11.4 ASEAN
11.4.1 Historical Trend (2018-2023)
11.4.2 Forecast Trend (2024-2032)
11.5 Australia
11.5.1 Historical Trend (2018-2023)
11.5.2 Forecast Trend (2024-2032)
11.6 Others
12 Latin America Mutual Fund Assets Market Analysis
12.1 Brazil
12.1.1 Historical Trend (2018-2023)
12.1.2 Forecast Trend (2024-2032)
12.2 Argentina
12.2.1 Historical Trend (2018-2023)
12.2.2 Forecast Trend (2024-2032)
12.3 Mexico
12.3.1 Historical Trend (2018-2023)
12.3.2 Forecast Trend (2024-2032)
12.4 Others
13 Middle East and Africa Mutual Fund Assets Market Analysis
13.1 Saudi Arabia
13.1.1 Historical Trend (2018-2023)
13.1.2 Forecast Trend (2024-2032)
13.2 United Arab Emirate
13.2.1 Historical Trend (2018-2023)
13.2.2 Forecast Trend (2024-2032)
13.3 Nigeria
13.3.1 Historical Trend (2018-2023)
13.3.2 Forecast Trend (2024-2032)
13.4 South Africa
13.4.1 Historical Trend (2018-2023)
13.4.2 Forecast Trend (2024-2032)
13.5 Others
14 Market Dynamics
14.1 SWOT Analysis
14.1.1 Strengths
14.1.2 Weaknesses
14.1.3 Opportunities
14.1.4 Threats
14.2 Porter's Five Forces Analysis
14.2.1 Supplier's Power
14.2.2 Buyer's Power
14.2.3 Threat of New Entrants
14.2.4 Degree of Rivalry
14.2.5 Threat of Substitutes
14.3 Key Indicators for Demand
14.4 Key Indicators for Price
15 Value Chain Analysis
16 Competitive Landscape
16.1 Market Structure
16.2 Company Profiles
16.2.1 BlackRock, Inc.
16.2.1.1 Company Overview
16.2.1.2 Product Portfolio
16.2.1.3 Demographic Reach and Achievements
16.2.1.4 Certifications
16.2.2 BNP Paribas Asset Management Holding
16.2.2.1 Company Overview
16.2.2.2 Product Portfolio
16.2.2.3 Demographic Reach and Achievements
16.2.2.4 Certifications
16.2.3 Capital Group
16.2.3.1 Company Overview
16.2.3.2 Product Portfolio
16.2.3.3 Demographic Reach and Achievements
16.2.3.4 Certifications
16.2.4 Citigroup Inc.
16.2.4.1 Company Overview
16.2.4.2 Product Portfolio
16.2.4.3 Demographic Reach and Achievements
16.2.4.4 Certifications
16.2.5 Goldman Sachs Asset Management L. P.
16.2.5.1 Company Overview
16.2.5.2 Product Portfolio
16.2.5.3 Demographic Reach and Achievements
16.2.5.4 Certifications
16.2.6 JPMorgan Chase & Co.
16.2.6.1 Company Overview
16.2.6.2 Product Portfolio
16.2.6.3 Demographic Reach and Achievements
16.2.6.4 Certifications
16.2.7 Morgan Stanley Fund Services
16.2.7.1 Company Overview
16.2.7.2 Product Portfolio
16.2.7.3 Demographic Reach and Achievements
16.2.7.4 Certifications
16.2.8 PIMCO (Allianz Asset Management of America LLC)
16.2.8.1 Company Overview
16.2.8.2 Product Portfolio
16.2.8.3 Demographic Reach and Achievements
16.2.8.4 Certifications
16.2.9 The Vanguard Group, Inc.
16.2.9.1 Company Overview
16.2.9.2 Product Portfolio
16.2.9.3 Demographic Reach and Achievements
16.2.9.4 Certifications
16.2.10 Others
17 Key Trends and Developments in the Market
List of Key Figures and Tables
1. Global Mutual Fund Assets Market: Key Industry Highlights, 2018 and 2032
2. Global Mutual Fund Assets Historical Market: Breakup by Fund Type (USD Trillion), 2018-2023
3. Global Mutual Fund Assets Market Forecast: Breakup by Fund Type (USD Trillion), 2024-2032
4. Global Mutual Fund Assets Historical Market: Breakup by Distribution Channel (USD Trillion), 2018-2023
5. Global Mutual Fund Assets Market Forecast: Breakup by Distribution Channel (USD Trillion), 2024-2032
6. Global Mutual Fund Assets Historical Market: Breakup by Investor Type (USD Trillion), 2018-2023
7. Global Mutual Fund Assets Market Forecast: Breakup by Investor Type (USD Trillion), 2024-2032
8. Global Mutual Fund Assets Historical Market: Breakup by Region (USD Trillion), 2018-2023
9. Global Mutual Fund Assets Market Forecast: Breakup by Region (USD Trillion), 2024-2032
10. North America Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
11. North America Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
12. Europe Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
13. Europe Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
14. Asia Pacific Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
15. Asia Pacific Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
16. Latin America Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
17. Latin America Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
18. Middle East and Africa Mutual Fund Assets Historical Market: Breakup by Country (USD Trillion), 2018-2023
19. Middle East and Africa Mutual Fund Assets Market Forecast: Breakup by Country (USD Trillion), 2024-2032
20. Global Mutual Fund Assets Market Structure
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