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Mutual Fund Assets Market Size, Share & Trends Analysis Report By Investment Strategy, By Type, By Distribution Channel, By Investment Style, By Investor Type, By Region, And Segment Forecasts, 2023 - 2030

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    Report

  • 130 Pages
  • August 2023
  • Region: Global
  • Grand View Research
  • ID: 5876162
The global mutual fund assets market size is expected to reach USD 936.10 billion by 2030, growing at a CAGR of 6.9% from 2023 to 2030. Advancements in technology and the availability of online investment platforms have contributed to the growth of the market. Online platforms make it easier for investors to research, compare, and invest in mutual funds. The convenience of online investing, coupled with features like automated portfolio management and goal-based investing, has attracted a broader investor base and expanded the reach of mutual funds. The growth of retirement savings and pension plans is also driving the market growth.

As individuals and organizations prioritize long-term financial planning and retirement savings, they turn to mutual funds as an effective tool for wealth accumulation. Many retirement plans, such as 401(k) plans in the U. S., offer mutual funds as investment options, making them easily accessible to retirement savers. Regulatory frameworks and investor protection measures enhance investor confidence in mutual funds and promote market growth. Regulators set guidelines and requirements for mutual funds, ensuring transparency, accountability, and fair treatment of investors. This regulatory oversight helps build trust and encourages more individuals and institutions to invest in mutual funds.

The economic stimulus measures implemented by governments worldwide to mitigate the impact of the COVID-19 pandemic have also positively influenced the global market. These measures, such as reduced interest rates and fiscal stimulus packages, have created a conducive environment for investment, leading to increased inflows into mutual funds. Furthermore, the recovery of financial markets following the initial volatility caused by the pandemic has boosted investor confidence and encouraged them to allocate their funds to mutual funds for potential returns.

Mutual Fund Assets Market Report Highlights

  • The equity strategy segment dominated the market in 2022. Equity investments have the potential to generate long-term capital appreciation, appealing to investors seeking growth opportunities. By investing in company stocks, equity mutual funds provide investors with exposure to the performance and profitability of those companies, allowing them to benefit from potential market gains
  • The open-ended segment dominated the market in 2022. Open-ended funds can offer a broader range of investment options, including equity, fixed-income, balanced, and specialty funds. This diversity allows investors to create a well-rounded portfolio tailored to their risk tolerance and investment preferences
  • The financial advisor segment is expected to witness significant growth from 2023 to 2030. Financial advisors guide fund selection, portfolio diversification, and ongoing portfolio management, ensuring investors make informed decisions. As a result, the financial advisor segment is growing steadily as investors recognize the value and benefits of professional financial advice in market
  • The active segment dominated the market in 2022. Active management provides a level of accountability and responsibility as fund managers actively monitor and make investment decisions on their investors’ behalf. This can instill confidence in investors and create a sense of trust in the fund management team
  • The institutional segment is emerging at a significant rate. Institutional investors increasingly recognize the benefits of outsourcing investment management to professional fund managers
  • North America dominated the market in 2022. North America has a robust regulatory framework and investor protection measures that instill confidence and trust in the mutual fund industry. This regulatory environment ensures transparency, accountability, and fair treatment of investors, further driving the dominance of mutual funds in the market

Table of Contents

Chapter 1. Methodology and Scope
1.1. Market Segmentation & Scope
1.2. Market Definitions
1.3. Information Procurement
1.4. Information Analysis
1.4.1. Market Formulation & Data Visualization
1.4.2. Data Validation & Publishing
1.5. Research Scope and Assumptions
1.6. List of Data Sources
Chapter 2. Executive Summary
2.1. Market Outlook
2.2. Segmental Outlook
2.3. Competitive Landscape Snapshot
Chapter 3. Market Variables, Trends, and Scope
3.1. Market Lineage Outlook
3.2. Industry Value Chain Analysis
3.3. Market Dynamics
3.3.1. Market Driver Impact Analysis
3.3.1.1. Diversification of Investments
3.3.1.2. Enhanced Liquidity
3.3.2. Market Challenge Impact Analysis
3.3.2.1. Market Volatility and Investment Risks
3.4. Impact of COVID-19 Pandemic
3.5. Industry Analysis Tools
3.5.1. Porter’s Analysis
3.5.2. PESTEL Analysis
Chapter 4. Mutual Fund Assets Market: Investment Strategy Estimates & Trend Analysis
4.1. Investment Strategy Movement Analysis & Market Share, 2022 & 2030
4.2. Mutual Fund Assets Market Estimates & Forecast, By Investment Strategy
4.2.1. Equity Strategy
4.2.2. Fixed Income Strategy
4.2.3. Multi Asset/Balanced Strategy
4.2.4. Sustainable Strategy
4.2.5. Money Market Strategy
4.2.6. Others
Chapter 5. Mutual Fund Assets Market: Type Estimates & Trend Analysis
5.1. Type Movement Analysis & Market Share, 2022 & 2030
5.2. Mutual Fund Assets Market Estimates & Forecast, By Type
5.2.1. Open Ended
5.2.2. Close Ended
Chapter 6. Mutual Fund Assets Market: Distribution Channel Estimates & Trend Analysis
6.1. Distribution Channel Movement Analysis & Market Share, 2022 & 2030
6.2. Mutual Fund Assets Market Estimates & Forecast, By Distribution Channel
6.2.1. Direct Sales
6.2.2. Financial Advisor
6.2.3. Broker-Dealer
6.2.4. Banks
6.2.5. Others
Chapter 7. Mutual Fund Assets Market: Investment Style Estimates & Trend Analysis
7.1. Investment Style Movement Analysis & Market Share, 2022 & 2030
7.2. Mutual Fund Assets Market Estimates & Forecast, By Investment Style
7.2.1. Active
7.2.2. Passive
Chapter 8. Mutual Fund Assets Market: Investor Type Estimates & Trend Analysis
8.1. Investor Type Movement Analysis & Market Share, 2022 & 2030
8.2. Mutual Fund Assets Market Estimates & Forecast, By Investor Type
8.2.1. Retail
8.2.2. Institutional
Chapter 9. Mutual Fund Assets Market: Regional Estimates & Trend Analysis
9.1. Mutual Fund Assets Market: Regional Outlook
9.2. North America
9.2.1. North America mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.2.2. U.S.
9.2.2.1. U.S. mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.2.3. Canada
9.2.3.1. Canada mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.3. Europe
9.3.1. Europe mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.3.2. Luxembourg
9.3.2.1. Luxembourg mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.3.3. UK
9.3.3.1. UK mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.3.4. Germany
9.3.4.1. Germany mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.3.5. France
9.3.5.1. France mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4. Asia Pacific
9.4.1. Asia Pacific mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4.2. China
9.4.2.1. China mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4.3. India
9.4.3.1. India mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4.4. Japan
9.4.4.1. Japan mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4.5. South Korea
9.4.5.1. South Korea mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.4.6. Australia
9.4.6.1. Australia mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.5. Latin America
9.5.1. Latin America mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.5.2. Brazil
9.5.2.1. Brazil mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.5.3. Mexico
9.5.3.1. Mexico mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.6. Middle East & Africa
9.6.1. Middle East & Africa mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.6.2. Kingdom of Saudi Arabia (KSA)
9.6.2.1. Kingdom of Saudi Arabia (KSA) mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.6.3. UAE
9.6.3.1. UAE mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
9.6.4. South Arica
9.6.4.1. South Africa mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Chapter 10. Competitive Landscape
10.1. Company Categorization
10.2. Participant’s Overview
10.2.1. BlackRock, Inc.
10.2.2. The Vanguard Group, Inc.
10.2.3. Charles Schwab & Co., Inc.
10.2.4. JPMorgan Chase & Co.
10.2.5. FMR LLC
10.2.6. State Street Corporation
10.2.7. Morgan Stanley
10.2.8. BNY Mellon Securities Corporation
10.2.9. Amundi US
10.2.10. Goldman Sachs
10.2.11. Franklin Templeton
10.3. Financial Performance
10.4. Product Benchmarking
10.5. Company Market Positioning
10.6. Company Market Share Analysis, 2022
10.7. Company Heat Map Analysis
10.8. Strategy Mapping
10.8.1. Expansion
10.8.2. Collaborations
10.8.3. Mergers & Acquisitions
10.8.4. New Product Launches
10.8.5. Partnerships
10.8.6. Others
List of Tables
Table 1 Global Mutual Fund Assets Market, by Investment Strategy, 2017 - 2030 (USD Billion)
Table 2 Global Mutual Fund Assets Market, by Type, 2017 - 2030 (USD Billion)
Table 3 Global Mutual Fund Assets Market, by Distribution Channel, 2017 - 2030 (USD Billion)
Table 4 Global Mutual Fund Assets Market, by Investment Style, 2017 - 2030 (USD Billion)
Table 5 Global Mutual Fund Assets Market, by Investor Type, 2017 - 2030 (USD Billion)
Table 6 Global Mutual Fund Assets Market, by Region, 2017 - 2030 (USD Billion)
Table 7 Company Market Share, 2022
Table 8 Company Heat Map Analysis
Table 9 Key companies undergoing expansion
Table 10 Key companies undergoing collaborations
Table 11 Key companies undergoing new product launch
Table 12 Key companies undergoing mergers & acquisitions
Table 13 Key companies undergoing other strategies
List of Figures
Fig. 1 Mutual fund assets market segmentation
Fig. 2 Information procurement
Fig. 3 Data analysis models
Fig. 4 Market formulation and validation
Fig. 5 Data validating & publishing
Fig. 6 Market snapshot
Fig. 7 Segment snapshot
Fig. 8 Competitive landscape snapshot
Fig. 9 Parent Market Value, 2022 (USD Billion)
Fig. 10 Mutual fund assets market - Industry value chain analysis
Fig. 11 Mutual fund assets market dynamics
Fig. 12 Mutual fund assets market: Porters’s analysis
Fig. 13 Mutual fund assets market: PESTEL analysis
Fig. 14 Mutual fund assets market, by investment strategy: key takeaways
Fig. 15 Mutual fund assets market, by investment strategy: market share, 2022 & 2030
Fig. 16 Mutual fund assets market estimates & forecasts, by equity strategy, 2017 - 2030 (USD Billion)
Fig. 17 Mutual fund assets market estimates & forecasts, by fixed income strategy, 2017 - 2030 (USD Billion)
Fig. 18 Mutual fund assets market estimates & forecasts, by mutli asset/balanced strategy, 2017 - 2030 (USD Billion)
Fig. 19 Mutual fund assets market estimates & forecasts, by sustainable startegy, 2017 - 2030 (USD Billion)
Fig. 20 Mutual fund assets market estimates & forecasts, by money market strategy, 2017 - 2030 (USD Billion)
Fig. 21 Mutual fund assets market estimates & forecasts, by others, 2017 - 2030 (USD Billion)
Fig. 22 Mutual fund assets market, by type: key takeaways
Fig. 23 Mutual fund assets market, by type: market share, 2022 & 2030
Fig. 24 Mutual fund assets market estimates & forecasts, by open ended, 2017 - 2030 (USD Billion)
Fig. 25 Mutual fund assets market estimates & forecasts, by close ended, 2017 - 2030 (USD Billion)
Fig. 26 Mutual fund assets market, by distribution channel: key takeaways
Fig. 27 Mutual fund assets market, by distribution channel: market share, 2022 & 2030
Fig. 28 Mutual fund assets market estimates & forecasts, by direct sales, 2017 - 2030 (USD Billion)
Fig. 29 Mutual fund assets market estimates & forecasts, by financial advisor, 2017 - 2030 (USD Billion)
Fig. 30 Mutual fund assets market estimates & forecasts, by broker-dealer, 2017 - 2030 (USD Billion)
Fig. 31 Mutual fund assets market estimates & forecasts, by banks, 2017 - 2030 (USD Billion)
Fig. 32 Mutual fund assets market estimates & forecasts, by others, 2017 - 2030 (USD Billion)
Fig. 33 Mutual fund assets market, by investment style: key takeaways
Fig. 34 Mutual fund assets market, by investment style: market share, 2022 & 2030
Fig. 35 Mutual fund assets market estimates & forecasts, by active, 2017 - 2030 (USD Billion)
Fig. 36 Mutual fund assets market estimates & forecasts, by passive, 2017 - 2030 (USD Billion)
Fig. 37 Mutual fund assets market, by investor type: key takeaways
Fig. 38 Mutual fund assets market, by investor type: market share, 2022 & 2030
Fig. 39 Mutual fund assets market estimates & forecasts, by retail, 2017 - 2030 (USD Billion)
Fig. 40 Mutual fund assets market estimates & forecasts, by institutional, 2017 - 2030 (USD Billion)
Fig. 41 Mutual fund assets market revenue, by region, 2022 & 2030, (USD Billion)
Fig. 42 Regional marketplace: key takeaways
Fig. 43 North America mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 44 US mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 45 Canada mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 46 Europe mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 47 Luxembourg mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 48 UK Mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 49 Germany mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 50 France mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 51 Asia Pacific mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 52 China mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 53 India mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 54 Japan mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 55 South Korea mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 56 Australia mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 57 Latin America mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 58 Brazil mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 59 Mexico mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 60 Middle East & Africa mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 61 Kingdom of Saudi Arabia (KSA) mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 62 UAE Mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 63 South Africa mutual fund assets market estimates & forecasts, 2017 - 2030 (USD Billion)
Fig. 64 Key company categorization
Fig. 65 Company market positioning
Fig. 66 Company market share analysis, 2022
Fig. 67 Strategic Framework

Companies Mentioned

  • BlackRock, Inc.
  • The Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • JPMorgan Chase & Co.
  • FMR LLC
  • State Street Corporation
  • Morgan Stanley
  • BNY Mellon Securities Corporation
  • Amundi US
  • Goldman Sachs
  • Franklin Templeton

Methodology

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Table Information