Mutual Fund Assets Market Synopsis

Mutual Fund Assets Market Size Was Valued at USD 593.1 Billion in 2023, and is Projected to Reach USD 1099.6 Billion by 2032, Growing at a CAGR of 7.1% From 2024-2032.

Mutual fund assets are a measure of the overall value associated with all the units of investor portfolio invested within mutual funds. Such assets can be shares, fixed income securities, term deposits, and many other securities in many different forms. Several individuals contribute their money in a mutual fund found in the market to be managed professionally by a fund manager/mutual fund manager and a team. The value of the mutual fund assets differs from the value of the securities in which it invests since the former is a market value that is adjustable while the latter is a net asset value. To illustrate, the AUM are its overall assets, as more and more investors trade in shares of the mutual fund, it sees its value increase or decrease. Net asset value is an important indicator of the size and activity of the mutual fund because it measures the amount of money invested by the mutual fund and the benefit that may be derived there from.

• Assets in mutual funds are fairly large in the global financial system since they work as collective investment pools for Millions of investors. These regard a spectrum of purchase facilities, equities funds, bond funds, money market funds, and even hybrid funds, among others. The industry of mutual funds has been experiencing growth in recent years due to a number of reasons that include growth in awareness of investors, technological developments, and growth of Internet services in the provision of new services such as online investment platforms. Also, changes in rules and regulations and changes in investors’ demand and behavior have forced changes in the industry and has resulted into innovations in such areas as fund categories and strategies which are aimed at satisfying varied investment goals and risk tolerance levels.
• It is also important to note that mutual fund assets could change across time because of macro and micro factors such as changes in the market, investor perception, and regulation among others. Such changes in the balance of the assets primarily depend on the general trends in the market, and factors which include influences like changes in the rates of interest, world geographic events and economic factors have higher effects on such balances.
• Also, things like the demographic swap whereby aging customers and different savings behaviors influence the composition and trends in mutual funds’ assets. Thus, mutual fund assets remain one of the cornerstones of investors’ investment portfolios as the contribute to meet the need of diversification, income, and long-term wealth creation for investment portfolios.

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Mutual Fund Assets Market Trend Analysis

Increasing popularity of passive investing strategies

• Another feature that might be observed on the mutual fund assets market is the tendency to switch from actively managed funds to passive or index-tracking investments like index funds and ETFs. It is mainly the strategy of mimicking a particular index as opposed to selecting particular stocks for investment; such as the case of the Standard and Poor’s 500 index. This trend has continued to receive support for numerous reasons such as realization of the fact that it is a challenge for fund managers to beat the market after a certain period of time, lower fees which are incurred on passive funds than on the actively managed funds and simplicity of investing in index.
• Consequently, assets under management or AUM, in passive funds have trended upward over the years, and investors have shifted towards low fee, index schemes. This process has also brought higher competition among fund providers and it forced old school active fund managers to think about their fees and strategies. Sustained by improvements in financial technology, passive funds are now readily accessible and trader-friendly and that in turn has popularised the product. With the growing dominance of passive investment products, they are redefining the paradigm of mutual funds and dictating fund manager’s actions as well as fund providers’ propositions.

Leveraging technology to enhance accessibility and customization for investors

• With these technological advancements, there is constantly increasing need for intuitive interface, effective tools for data analysis and differentiated products in the investment niche. As such, to seek to increase its market share mutual fund companies should devise and deploy appropriate web based solutions and intelligent handheld devices that help investors to monitor, track, build, rebalance and compare their portfolios and other financial instruments that are valuable in meeting their financial goals and objectives within the risk profile they are willing to undertake. In this light, the strategic use of technology solutions can help mutual fund providers diversify their clientele base, acquire vast numbers of new clients, as well as engage and retain old clients actively.
• Also, it presents an emerging opportunity for mutual fund companies to respond to the new call of the investors who are increasingly demanding sustainable and socially responsible investments. There has been a growing interest in investing in assets based on environmental, social and governance (ESG) principles as investors aim to invest in companies and projects with similar values and a positive social impact on the world. It is, therefore, beneficial for fund providers to take advantage of this situation by providing many different ESG-based mutual funds with various investments with sustainability factors included into the calculation. Through tailoring their strategic efforts concerning mutual fund offers to the needs and wants of the socially incline investors, the mutual fund firms stand a chance to create competitive advantages, garner the attention of investors and hence deploy capital towards championing for sustainable finance solutions in the global market.

Mutual Fund Assets Market Segment Analysis:

Mutual Fund Assets Market is segmented on the basis of Fund type, Investor Type, and Distribution Channel.

By Fund Type, Equity Funds segment is expected to dominate the market during the forecast period

• The significance of the Equity Funds segment within the Mutual Fund Assets market during the forecast period supports this assertion of the investors’ continuing demand for equity or stock and other related instruments. Stock funds mostly work by buying stocks mainly in the market, thus providing investors with the prospect of engaging in the prospects and revenues of different industries and geographic locations. The following is a list of reasons that give credence to this realization of this dominance of employee benefits in relation to other types of insurance.
• First of all, equities have always produced a higher long-term return as compared with other classes of investment with, of course, the added risk. With the over goal of wealth creation and attaining financial bouillonades in the long run, investors invest in equities in large amounts to reap benefits from their growth possibilities.
• Secondly, during prosperity when the business environment is favorable and there is optimism among investors, then there will be enthusiasm for equities and hence demand for the equity funds. The situation as to the improvements in social and economic indicators, stronger corporate earning and positive market sentiment, create higher levels of optimism among the investors that results to higher investments on equity funds.

By Investor Type, Institutional segment is expected to held the largest share

• A comparison with segmental investments reveals a similar situation where the institutional segment holds the dominant position with reference to the mutual fund assets market, suggesting the large involvement of institutional investors like pension funds, insurance companies, endowments and sovereign funds. These institutional investors are usually major players with a large pool of capital that they invest in mutual funds as a part of their investment plans as a way of reducing risks and in an expectation of gains. Institutional segment is prominent in certain factors such as Assets Under Management (AUM), advanced investment experience, and availability of several specialty investment instruments.
• Large investors are defined as individuals or companies who hold large amounts of securities and invest via professional fund managers who are responsible for the investors’ investment portfolio. They are strategic in their investment decisions, having to undertake market research as well as compliance with all› necessary procedures. Also, the legal demands peruse liquidity, regulatory, and reporting standards may act as a big determinant in choices of mutual fund providers and investment products for institutional investors.

Mutual Fund Assets Market Regional Insights:

Asia Pacific is Expected to Dominate the Market Over the Forecast period

• The belief that Asia Pacific would have a larger market share in mutual fund assets by the forecast year year indicates several strong trends and prospects. One of the key factors is the continuously growing economy of the region caused by factors like growing affluent class, more people gaining education and moving to cities and improving financial savvy. The growing population of consumers having disposable income in Asia Pacific region is especially in search of an outlet to plough back their wealth since many mutual funds are professionally managed and diversified.
• Other demographic factors like the young and growing population in the region investing in mutual fund for their investments and on the other side there is also a large population who are retiring and need investment for their retirement funds hence the mutual fund industry in the region is bound to grow. The younger population has a higher tendency towards making digital transactions and therefore, it is easier for them to invest in mutual funds from the comfort of their homes, offices, or anywhere using the internet or even via the use of a mobile application.

Active Key Players in the Mutual Fund Assets Market

• BlackRock, Inc. (United States)
• The Vanguard Group, Inc. (United States)
• Charles Schwab & Co., Inc. (United States)
• JPMorgan Chase & Co. (United States)
• FMR LLC (United States)
• State Street Corporation (United States)
• Morgan Stanley (United States)
• BNY Mellon Securities Corp. (United States)
• Amundi US (United States)
• Goldman Sachs (United States)
• Franklin Templeton (United States)
• Other key Players

Key Industry Developments in the Mutual Fund Assets Market:

• In July 2023, The Franklin Sealand China A-shares fund was established by the renowned global fund manager Franklin Templeton with the intention of enabling retail investors in Singapore to participate in the China A-shares market. Long-term capital appreciation is the primary objective of the fund's investments in China A-shares and equity securities of Chinese corporations listed on the domestic stock exchange. The fund portfolio will consist of an estimated range of 35 to 55 equities, representing a diverse selection of sectors, industries, and market capitalizations.

1. INTRODUCTION
   1. RESEARCH OBJECTIVES
   2. RESEARCH METHODOLOGY
   3. RESEARCH PROCESS
   4. SCOPE AND COVERAGE
      1. Market Definition
      2. Key Questions Answered
   5. MARKET SEGMENTATION
2. EXECUTIVE SUMMARY
3. MARKET OVERVIEW
4. GROWTH OPPORTUNITIES BY SEGMENT
5. MARKET LANDSCAPE
   1. PORTER’S FIVE FORCES ANALYSIS
      1. Bargaining Power Of Supplier
      2. Threat Of New Entrants
      3. Threat Of Substitutes
      4. Competitive Rivalry
      5. Bargaining Power Among Buyers
   2. INDUSTRY VALUE CHAIN ANALYSIS
   3. MARKET DYNAMICS
      1. Drivers
      2. Restraints
      3. Opportunities
      4. Challenges
   4. MARKET TREND ANALYSIS
   5. REGULATORY LANDSCAPE
   6. PESTLE ANALYSIS
   7. PRICE TREND ANALYSIS
   8. PATENT ANALYSIS
   9. TECHNOLOGY EVALUATION
   10. MARKET IMPACT OF THE RUSSIA-UKRAINE WAR
       1. Geopolitical Market Disruptions
       2. Supply Chain Disruptions
       3. Instability in Emerging Markets
   11. ECOSYSTEM
6. MUTUAL FUND ASSETS MARKET BY FUND TYPE (2017-2032)
   1. MUTUAL FUND ASSETS MARKET SNAPSHOT AND GROWTH ENGINE
   2. MARKET OVERVIEW
   3. EQUITY FUNDS
      1. Introduction And Market Overview
      2. Historic And Forecasted Market Size in Value (2017 – 2032F)
      3. Historic And Forecasted Market Size in Volume (2017 – 2032F)
      4. Key Market Trends, Growth Factors And Opportunities
      5. Geographic Segmentation Analysis
   4. BOND FUNDS
   5. MONEY MARKET FUNDS
   6. HYBRID & OTHER FUNDS
7. MUTUAL FUND ASSETS MARKET BY INVESTOR TYPE (2017-2032)
   1. MUTUAL FUND ASSETS MARKET SNAPSHOT AND GROWTH ENGINE
   2. MARKET OVERVIEW
   3. INSTITUTIONAL
      1. Introduction And Market Overview
      2. Historic And Forecasted Market Size in Value (2017 – 2032F)
      3. Historic And Forecasted Market Size in Volume (2017 – 2032F)
      4. Key Market Trends, Growth Factors And Opportunities
      5. Geographic Segmentation Analysis
   4. INDIVIDUAL
8. MUTUAL FUND ASSETS MARKET BY DISTRIBUTION CHANNEL (2017-2032)
   1. MUTUAL FUND ASSETS MARKET SNAPSHOT AND GROWTH ENGINE
   2. MARKET OVERVIEW
   3. BANKS
      1. Introduction And Market Overview
      2. Historic And Forecasted Market Size in Value (2017 – 2032F)
      3. Historic And Forecasted Market Size in Volume (2017 – 2032F)
      4. Key Market Trends, Growth Factors And Opportunities
      5. Geographic Segmentation Analysis
   4. FINANCIAL ADVISORS/BROKERS
   5. DIRECT SELLERS
   6. OTHERS
9. COMPANY PROFILES AND COMPETITIVE ANALYSIS
   1. COMPETITIVE LANDSCAPE
      1. Competitive Positioning
      2. Mutual Fund Assets Market Share By Manufacturer (2023)
      3. Industry BCG Matrix
      4. Heat Map Analysis
      5. Mergers & Acquisitions
   2. BLACKROCK, INC. (UNITED STATES)
      1. Company Overview
      2. Key Executives
      3. Company Snapshot
      4. Role of the Company in the Market
      5. Sustainability and Social Responsibility
      6. Operating Business Segments
      7. Product Portfolio
      8. Business Performance (Production Volume, Sales Volume, Sales Margin, Production Capacity, Capacity Utilization Rate)
      9. Key Strategic Moves And Recent Developments
      10. SWOT Analysis

9. 3. THE VANGUARD GROUP, INC. (UNITED STATES)
   4. CHARLES SCHWAB & CO., INC. (UNITED STATES)
   5. JPMORGAN CHASE & CO. (UNITED STATES)
   6. FMR LLC (UNITED STATES)
   7. STATE STREET CORPORATION (UNITED STATES)
   8. MORGAN STANLEY (UNITED STATES)
   9. BNY MELLON SECURITIES CORP. (UNITED STATES)
   10. AMUNDI US (UNITED STATES)
   11. GOLDMAN SACHS (UNITED STATES)
   12. FRANKLIN TEMPLETON (UNITED STATES)
10. GLOBAL MUTUAL FUND ASSETS MARKET BY REGION
    1. OVERVIEW
    2. NORTH AMERICA
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Fund Type
       4. Historic And Forecasted Market Size By Investor Type
       5. Historic And Forecasted Market Size By Distribution Channel
       6. Historic And Forecasted Market Size By Country
          1. USA
          2. Canada
          3. Mexico
    3. EASTERN EUROPE
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Segments
       4. Historic And Forecasted Market Size By Country
          1. Russia
          2. Bulgaria
          3. The Czech Republic
          4. Hungary
          5. Poland
          6. Romania
          7. Rest Of Eastern Europe
    4. WESTERN EUROPE
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Segments
       4. Historic And Forecasted Market Size By Country
          1. Germany
          2. United Kingdom
          3. France
          4. The Netherlands
          5. Italy
          6. Spain
          7. Rest Of Western Europe
    5. ASIA PACIFIC
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Segments
       4. Historic And Forecasted Market Size By Country
          1. China
          2. India
          3. Japan
          4. South Korea
          5. Malaysia
          6. Thailand
          7. Vietnam
          8. The Philippines
          9. Australia
          10. New-Zealand
          11. Rest Of APAC
    6. MIDDLE EAST & AFRICA
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Segments
       4. Historic And Forecasted Market Size By Country
          1. Turkey
          2. Bahrain
          3. Kuwait
          4. Saudi Arabia
          5. Qatar
          6. UAE
          7. Israel
          8. South Africa
    7. SOUTH AMERICA
       1. Key Market Trends, Growth Factors And Opportunities
       2. Key Manufacturers
       3. Historic And Forecasted Market Size By Segments
       4. Historic And Forecasted Market Size By Country
          1. Brazil
          2. Argentina
          3. Rest of South America
11. INVESTMENT ANALYSIS
12. ANALYST VIEWPOINT AND CONCLUSION
    1. Recommendations and Concluding Analysis
    2. Potential Market Strategies

LIST OF TABLES

TABLE 001. EXECUTIVE SUMMARY
TABLE 002. MUTUAL FUND ASSETS MARKET BARGAINING POWER OF SUPPLIERS
TABLE 003. MUTUAL FUND ASSETS MARKET BARGAINING POWER OF CUSTOMERS
TABLE 004. MUTUAL FUND ASSETS MARKET COMPETITIVE RIVALRY
TABLE 005. MUTUAL FUND ASSETS MARKET THREAT OF NEW ENTRANTS
TABLE 006. MUTUAL FUND ASSETS MARKET THREAT OF SUBSTITUTES
TABLE 007. MUTUAL FUND ASSETS MARKET BY TYPE
TABLE 008. EQUITY FUNDS MARKET OVERVIEW (2016-2028)
TABLE 009. BOND FUNDS MARKET OVERVIEW (2016-2028)
TABLE 010. MONEY MARKET FUNDS MARKET OVERVIEW (2016-2028)
TABLE 011. OTHERS MARKET OVERVIEW (2016-2028)
TABLE 012. MUTUAL FUND ASSETS MARKET BY APPLICATION
TABLE 013. APPLICATION 1 MARKET OVERVIEW (2016-2028)
TABLE 014. APPLICATION 2 MARKET OVERVIEW (2016-2028)
TABLE 015. OTHER MARKET OVERVIEW (2016-2028)
TABLE 016. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY TYPE (2016-2028)
TABLE 017. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY APPLICATION (2016-2028)
TABLE 018. N MUTUAL FUND ASSETS MARKET, BY COUNTRY (2016-2028)
TABLE 019. EUROPE MUTUAL FUND ASSETS MARKET, BY TYPE (2016-2028)
TABLE 020. EUROPE MUTUAL FUND ASSETS MARKET, BY APPLICATION (2016-2028)
TABLE 021. MUTUAL FUND ASSETS MARKET, BY COUNTRY (2016-2028)
TABLE 022. ASIA PACIFIC MUTUAL FUND ASSETS MARKET, BY TYPE (2016-2028)
TABLE 023. ASIA PACIFIC MUTUAL FUND ASSETS MARKET, BY APPLICATION (2016-2028)
TABLE 024. MUTUAL FUND ASSETS MARKET, BY COUNTRY (2016-2028)
TABLE 025. MIDDLE EAST & AFRICA MUTUAL FUND ASSETS MARKET, BY TYPE (2016-2028)
TABLE 026. MIDDLE EAST & AFRICA MUTUAL FUND ASSETS MARKET, BY APPLICATION (2016-2028)
TABLE 027. MUTUAL FUND ASSETS MARKET, BY COUNTRY (2016-2028)
TABLE 028. SOUTH AMERICA MUTUAL FUND ASSETS MARKET, BY TYPE (2016-2028)
TABLE 029. SOUTH AMERICA MUTUAL FUND ASSETS MARKET, BY APPLICATION (2016-2028)
TABLE 030. MUTUAL FUND ASSETS MARKET, BY COUNTRY (2016-2028)
TABLE 031. BLACKROCKINC.: SNAPSHOT
TABLE 032. BLACKROCKINC.: BUSINESS PERFORMANCE
TABLE 033. BLACKROCKINC.: PRODUCT PORTFOLIO
TABLE 034. BLACKROCKINC.: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 034. BNP PARIBAS MUTUAL FUND: SNAPSHOT
TABLE 035. BNP PARIBAS MUTUAL FUND: BUSINESS PERFORMANCE
TABLE 036. BNP PARIBAS MUTUAL FUND: PRODUCT PORTFOLIO
TABLE 037. BNP PARIBAS MUTUAL FUND: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 037. CAPITAL GROUP: SNAPSHOT
TABLE 038. CAPITAL GROUP: BUSINESS PERFORMANCE
TABLE 039. CAPITAL GROUP: PRODUCT PORTFOLIO
TABLE 040. CAPITAL GROUP: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 040. CITIGROUP INC.: SNAPSHOT
TABLE 041. CITIGROUP INC.: BUSINESS PERFORMANCE
TABLE 042. CITIGROUP INC.: PRODUCT PORTFOLIO
TABLE 043. CITIGROUP INC.: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 043. GOLDMAN SACHS: SNAPSHOT
TABLE 044. GOLDMAN SACHS: BUSINESS PERFORMANCE
TABLE 045. GOLDMAN SACHS: PRODUCT PORTFOLIO
TABLE 046. GOLDMAN SACHS: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 046. JPMORGAN CHASE & CO.: SNAPSHOT
TABLE 047. JPMORGAN CHASE & CO.: BUSINESS PERFORMANCE
TABLE 048. JPMORGAN CHASE & CO.: PRODUCT PORTFOLIO
TABLE 049. JPMORGAN CHASE & CO.: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 049. MORGAN STANLEY: SNAPSHOT
TABLE 050. MORGAN STANLEY: BUSINESS PERFORMANCE
TABLE 051. MORGAN STANLEY: PRODUCT PORTFOLIO
TABLE 052. MORGAN STANLEY: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 052. PIMCO: SNAPSHOT
TABLE 053. PIMCO: BUSINESS PERFORMANCE
TABLE 054. PIMCO: PRODUCT PORTFOLIO
TABLE 055. PIMCO: KEY STRATEGIC MOVES AND DEVELOPMENTS
TABLE 055. STATE STREET CORPORATION: SNAPSHOT
TABLE 056. STATE STREET CORPORATION: BUSINESS PERFORMANCE
TABLE 057. STATE STREET CORPORATION: PRODUCT PORTFOLIO
TABLE 058. STATE STREET CORPORATION: KEY STRATEGIC MOVES AND DEVELOPMENTS

LIST OF FIGURES

FIGURE 001. YEARS CONSIDERED FOR ANALYSIS
FIGURE 002. SCOPE OF THE STUDY
FIGURE 003. MUTUAL FUND ASSETS MARKET OVERVIEW BY REGIONS
FIGURE 004. PORTER'S FIVE FORCES ANALYSIS
FIGURE 005. BARGAINING POWER OF SUPPLIERS
FIGURE 006. COMPETITIVE RIVALRYFIGURE 007. THREAT OF NEW ENTRANTS
FIGURE 008. THREAT OF SUBSTITUTES
FIGURE 009. VALUE CHAIN ANALYSIS
FIGURE 010. PESTLE ANALYSIS
FIGURE 011. MUTUAL FUND ASSETS MARKET OVERVIEW BY TYPE
FIGURE 012. EQUITY FUNDS MARKET OVERVIEW (2016-2028)
FIGURE 013. BOND FUNDS MARKET OVERVIEW (2016-2028)
FIGURE 014. MONEY MARKET FUNDS MARKET OVERVIEW (2016-2028)
FIGURE 015. OTHERS MARKET OVERVIEW (2016-2028)
FIGURE 016. MUTUAL FUND ASSETS MARKET OVERVIEW BY APPLICATION
FIGURE 017. APPLICATION 1 MARKET OVERVIEW (2016-2028)
FIGURE 018. APPLICATION 2 MARKET OVERVIEW (2016-2028)
FIGURE 019. OTHER MARKET OVERVIEW (2016-2028)
FIGURE 020. NORTH AMERICA MUTUAL FUND ASSETS MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 021. EUROPE MUTUAL FUND ASSETS MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 022. ASIA PACIFIC MUTUAL FUND ASSETS MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 023. MIDDLE EAST & AFRICA MUTUAL FUND ASSETS MARKET OVERVIEW BY COUNTRY (2016-2028)
FIGURE 024. SOUTH AMERICA MUTUAL FUND ASSETS MARKET OVERVIEW BY COUNTRY (2016-2028)