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PUBLISHER: Bizwit Research & Consulting LLP | PRODUCT CODE: 1119120

PUBLISHER: Bizwit Research & Consulting LLP | PRODUCT CODE: 1119120

Global Mutual Fund Assets Market Size study, By Fund Type, By Distribution Channel, and By Investor Type, and Regional Forecasts 2022-2028

PUBLISHED: August 14, 2022

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DELIVERY TIME: 2-3 business days

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Global Mutual Fund Assets Market is valued approximately USD XX million in 2021 and is anticipated to grow with a healthy growth rate of more than XX % over the forecast period 2022-2028.

The Mutual Fund Assets can be defined as a professionally managed investment Fund that pools assets (investment) from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. A mutual fund company is called as asset management company (AMCs) and the total market value of investments managed by an AMC is called Asset Under management (AUM). The rising investment in Mutual Funds Worldwide and increasing technological advancements in Mutual Fund industry as well as recent strategic initiatives from leading market players are factors that are accelerating the global market demand. For instance, according to The Investment Company Institute (A global association of regulated funds)'s "2022 Investment Company Fact Book" report - In United States of America, during 2020, the total net assets held in Individual mutual fund accounts valued at USD 20.75 trillion, which further increased to USD 23.32 trillion in 2021. Whereas, in case of Institutional Accounts, the net assets during 2020, valued at USD 3.12 trillion, and it further increased to USD 3.63 trillion in the year 2021. Furthermore, leading market players are working towards new acquisitions and partnerships to strengthen their customer base and geographical footprints. For instance, in December 2021, HSBC's AMC acquired Mutual Fund business from L&T (L&T Investment Management (LTIM)) for a transaction valued of USD 425 million. Moreover, in January 2022, India based ICICI Prudential Asset Management Company partnered with US-based leading managers of exchange traded funds and mutual funds First Trust. Through this partnership ICICI prudential would bring First Trust's innovative active and exchange-listed offerings to domestic investors. Also, growing expansion of mutual fund industry in developing economies and surge in favorable initiatives from government authorities are anticipated to act as a catalyzing factor for the market demand during the forecast period. However, volatility in the global capital and stocks market impede the growth of the market over the forecast period of 2022-2028.

The key regions considered for the global Mutual Fund Assets Market study include Asia Pacific, North America, Europe, Latin America, and the Rest of the World. North America is the leading region across the world in terms of market share owing to the growing investment from institutional investors and presence of leading investment management companies such as BlackRock Inc, Vanguard Group, Morgan Stanley, and JP Morgan & Chase among others. Whereas, Asia Pacific is anticipated to exhibit a significant growth rate over the forecast period 2022-2028. Factors such as the increasing investment from retail investors and rising penetration of leading investment and Assets management companies in the region, would create lucrative growth prospects for the global Mutual Fund Assets Market across the Asia Pacific region.

Major market players included in this report are:

BlackRock, Inc.

BNP Paribas Mutual Fund

Capital Group

Citigroup Inc.

Goldman Sachs

JPMorgan Chase & Co.

Morgan Stanley

PIMCO

State Street Corporation,

The Vanguard Group, Inc.

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming eight years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within each of the regions and countries involved in the study. Furthermore, the report also caters the detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, the report shall also incorporate available opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:

By Fund Type

Equity Funds

Bond Funds

Money Market Funds

Hybrid & Other Funds

By Distribution Channel

Banks

Financial Advisors/Brokers

Direct Sellers

Others

By Investor Type

Institutional

Individual

By Region:

North America

U.S.

Canada

Europe

Germany

France

Spain

Italy

ROE

Asia Pacific

China

India

Japan

Australia

South Korea

RoAPAC

Latin America

Brazil

Mexico

Rest of the World

Furthermore, years considered for the study are as follows:

Historical year - 2018, 2019, 2020

Base year - 2021

Forecast period - 2022 to 2028

Target Audience of the Global Mutual Fund Assets Market in Market Study:

Key Consulting Companies & Advisors

Large, medium-sized, and small enterprises

Venture capitalists

Value-Added Resellers (VARs)

Third-party knowledge providers

Investment bankers

Investors

Chapter 1. Executive Summary

1.1. Market Snapshot
1.2. Global & Segmental Market Estimates & Forecasts, 2020-2028 (USD Million)
- 1.2.1. Mutual Fund Assets Market, by Region, 2020-2028 (USD Million)
- 1.2.2. Mutual Fund Assets Market, by Fund Type, 2020-2028 (USD Million)
- 1.2.3. Mutual Fund Assets Market, by Distribution Channel, 2020-2028 (USD Million)
- 1.2.4. Mutual Fund Assets Market, by Investor Type, 2020-2028 (USD Million)
1.3. Key Trends
1.4. Estimation Methodology
1.5. Research Assumption

Chapter 2. Global Mutual Fund Assets Market Definition and Scope

2.1. Objective of the Study
2.2. Market Definition & Scope
- 2.2.1. Scope of the Study
- 2.2.2. Industry Evolution
2.3. Years Considered for the Study
2.4. Currency Conversion Rates

Chapter 3. Global Mutual Fund Assets Market Dynamics

3.1. Mutual Fund Assets Market Impact Analysis (2020-2028)
- 3.1.1. Market Drivers
  - 3.1.1.1. Rising investment in Mutual Funds Worldwide.
  - 3.1.1.2. Increasing technological advancements in Mutual Fund industry.
  - 3.1.1.3. Recent strategic initiatives from leading market players.
- 3.1.2. Market Challenges
  - 3.1.2.1. Rising concern over volatility in global capital and stocks market.
- 3.1.3. Market Opportunities
  - 3.1.3.1. Growing expansion of mutual fund industry in developing economies.
  - 3.1.3.2. Surge in favourable initiatives from government authorities.

Chapter 4. Global Mutual Fund Assets Market Industry Analysis

4.1. Porter's 5 Force Model
- 4.1.1. Bargaining Power of Suppliers
- 4.1.2. Bargaining Power of Buyers
- 4.1.3. Threat of New Entrants
- 4.1.4. Threat of Substitutes
- 4.1.5. Competitive Rivalry
- 4.1.6. Futuristic Approach to Porter's 5 Force Model (2018-2028)
4.2. PEST Analysis
- 4.2.1. Political
- 4.2.2. Economical
- 4.2.3. Social
- 4.2.4. Technological
4.3. Investment Adoption Model
4.4. Analyst Recommendation & Conclusion
4.5. Top investment opportunity
4.6. Top winning strategies

Chapter 5. Risk Assessment: COVID-19 Impact

5.1.1. Assessment of the overall impact of COVID-19 on the industry
5.1.2. Pre COVID-19 and post COVID-19 Market scenario

Chapter 6. Global Mutual Fund Assets Market, by Fund Type

6.1. Market Snapshot
6.2. Global Mutual Fund Assets Market by Fund Type, Performance - Potential Analysis
6.3. Global Mutual Fund Assets Market Estimates & Forecasts by Fund Type 2018-2028 (USD Million)
6.4. Mutual Fund Assets Market, Sub Segment Analysis
- 6.4.1. Equity Funds
- 6.4.2. Bond Funds
- 6.4.3. Money Market Funds
- 6.4.4. Hybrid & Other Funds

Chapter 7. Global Mutual Fund Assets Market, by Distribution Channel

7.1. Market Snapshot
7.2. Global Mutual Fund Assets Market by Distribution Channel, Performance - Potential Analysis
7.3. Global Mutual Fund Assets Market Estimates & Forecasts by Distribution Channel 2018-2028 (USD Million)
7.4. Mutual Fund Assets Market, Sub Segment Analysis
- 7.4.1. Banks
- 7.4.2. Financial Advisors/Brokers
- 7.4.3. Direct Sellers
- 7.4.4. Others

Chapter 8. Global Mutual Fund Assets Market, by Investor Type

8.1. Market Snapshot
8.2. Global Mutual Fund Assets Market by Investor Type, Performance - Potential Analysis
8.3. Global Mutual Fund Assets Market Estimates & Forecasts by Investor Type 2018-2028 (USD Million)
8.4. Mutual Fund Assets Market, Sub Segment Analysis
- 8.4.1. Institutional
- 8.4.2. Individual

Chapter 9. Global Mutual Fund Assets Market, Regional Analysis

9.1. Mutual Fund Assets Market, Regional Market Snapshot
9.2. North America Mutual Fund Assets Market
- 9.2.1. U.S. Mutual Fund Assets Market
  - 9.2.1.1. Fund Type estimates & forecasts, 2018-2028
  - 9.2.1.2. Distribution Channel estimates & forecasts, 2018-2028
  - 9.2.1.3. Investor Type estimates & forecasts, 2018-2028
- 9.2.2. Canada Mutual Fund Assets Market
9.3. Europe Mutual Fund Assets Market Snapshot
- 9.3.1. U.K. Mutual Fund Assets Market
- 9.3.2. Germany Mutual Fund Assets Market
- 9.3.3. France Mutual Fund Assets Market
- 9.3.4. Spain Mutual Fund Assets Market
- 9.3.5. Italy Mutual Fund Assets Market
- 9.3.6. Rest of Europe Mutual Fund Assets Market
9.4. Asia-Pacific Mutual Fund Assets Market Snapshot
- 9.4.1. China Mutual Fund Assets Market
- 9.4.2. India Mutual Fund Assets Market
- 9.4.3. Japan Mutual Fund Assets Market
- 9.4.4. Australia Mutual Fund Assets Market
- 9.4.5. South Korea Mutual Fund Assets Market
- 9.4.6. Rest of Asia Pacific Mutual Fund Assets Market
9.5. Latin America Mutual Fund Assets Market Snapshot
- 9.5.1. Brazil Mutual Fund Assets Market
- 9.5.2. Mexico Mutual Fund Assets Market
9.6. Rest of The World Mutual Fund Assets Market

Chapter 10. Competitive Intelligence

10.1. Top Market Strategies
10.2. Company Profiles
- 10.2.1. BlackRock Inc.
  - 10.2.1.1. Key Information
  - 10.2.1.2. Overview
  - 10.2.1.3. Financial (Subject to Data Availability)
  - 10.2.1.4. Product Summary
  - 10.2.1.5. Recent Developments
- 10.2.2. BNP Paribas Mutual Fund
- 10.2.3. Capital Group
- 10.2.4. Citigroup Inc.
- 10.2.5. Goldman Sachs
- 10.2.6. JPMorgan Chase & Co.
- 10.2.7. Morgan Stanley
- 10.2.8. PIMCO
- 10.2.9. State Street Corporation,
- 10.2.10. The Vanguard Group, Inc.

Chapter 11. Research Process

11.1. Research Process
- 11.1.1. Data Mining
- 11.1.2. Analysis
- 11.1.3. Market Estimation
- 11.1.4. Validation
- 11.1.5. Publishing
11.2. Research Attributes
11.3. Research Assumption

LIST OF TABLES

TABLE 1. Global Mutual Fund Assets Market, report scope
TABLE 2. Global Mutual Fund Assets Market estimates & forecasts by Region 2018-2028 (USD Million)
TABLE 3. Global Mutual Fund Assets Market estimates & forecasts by Fund Type 2018-2028 (USD Million)
TABLE 4. Global Mutual Fund Assets Market estimates & forecasts by Distribution Channel 2018-2028 (USD Million)
TABLE 5. Global Mutual Fund Assets Market estimates & forecasts by Investor Type 2018-2028 (USD Million)
TABLE 6. Global Mutual Fund Assets Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 7. Global Mutual Fund Assets Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 8. Global Mutual Fund Assets Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 9. Global Mutual Fund Assets Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 10. Global Mutual Fund Assets Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 11. Global Mutual Fund Assets Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 12. Global Mutual Fund Assets Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 13. Global Mutual Fund Assets Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 14. Global Mutual Fund Assets Market by segment, estimates & forecasts, 2018-2028 (USD Million)
TABLE 15. Global Mutual Fund Assets Market by region, estimates & forecasts, 2018-2028 (USD Million)
TABLE 16. U.S. Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 17. U.S. Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 18. U.S. Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 19. Canada Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 20. Canada Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 21. Canada Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 22. UK Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 23. UK Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 24. UK Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 25. Germany Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 26. Germany Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 27. Germany Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 28. RoE Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 29. RoE Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 30. RoE Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 31. China Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 32. China Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 33. China Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 34. India Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 35. India Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 36. India Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 37. Japan Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 38. Japan Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 39. Japan Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 40. RoAPAC Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 41. RoAPAC Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 42. RoAPAC Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 43. Brazil Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 44. Brazil Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 45. Brazil Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 46. Mexico Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 47. Mexico Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 48. Mexico Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 49. RoLA Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 50. RoLA Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 51. RoLA Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 52. Row Mutual Fund Assets Market estimates & forecasts, 2018-2028 (USD Million)
TABLE 53. Row Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 54. Row Mutual Fund Assets Market estimates & forecasts by segment 2018-2028 (USD Million)
TABLE 55. List of secondary sources, used in the study of global Mutual Fund Assets Market
TABLE 56. List of primary sources, used in the study of global Mutual Fund Assets Market
TABLE 57. Years considered for the study
TABLE 58. Exchange rates considered