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Mutual Fund Assets Market by Fund Type, Distribution Channel, and Investor Type: Global Opportunity Analysis and Industry Forecast, 2020-2027

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    Report

  • 220 Pages
  • October 2020
  • Region: Global
  • Allied Market Research
  • ID: 5214930
A mutual fund is a professionally-managed investment scheme. It is one of the most popular investment options usually run by an asset management company (AMC). In addition, these AMCs bring together a group of people and pools investments from several individuals & institutional investors with common investment objectives. Moreover, these investments are made in several financial instruments such as stocks, bonds, and other securities.

The rise in disposable income, mobilization & allocation of the income toward profitable investments, and increase in emphasis on domestic savings are some of the factors that propel the mutual fund assets market growth. In addition, mutual fund companies implement technologies, such as artificial intelligence, robo-advisors, cloud computing, Big Data & analytics, and blockchain, to provide convenient & efficient services and reduce operational cost. Therefore, these factors drive the market growth. However, massive expenses over mutual funds with higher management fees and highly volatile market are some of the factors that hamper the market growth.

On the contrary, mutual fund providers have numerous opportunities such as offering value-added services to their customers and expanding the existing product portfolio with better returns on investments. In addition, governments, regulatory bodies, and other authorities across several countries are executing tie-ups with e-commerce distribution, e-wallets, and other such platforms. This has resulted in providing major opportunities to the key players to accelerate the quality & depth of the engagement with channel partners in the mutual funds market.

The mutual fund assets market is segmented on the basis of fund type, distribution channel, investor type, and region. In terms of fund type, it is segmented into equity funds, bond funds, money market funds, and hybrid & other funds. On the basis of distribution channel, it is classified into banks, financial advisors/brokers, direct sellers, and others. By investor type, it is divided into institutional and individual. Region-wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The report analyses the profiles of key players operating in the market, including BlackRock, Inc., BNP Paribas Mutual Fund, Capital Group, Citigroup Inc., Goldman Sachs, JPMorgan Chase & Co., Morgan Stanley, PIMCO, State Street Corporation, and The Vanguard Group, Inc. These players have adopted various strategies to increase their market penetration and strengthen their position in the industry.

Key benefits for stakeholders
  • The study provides in-depth analysis of the global mutual fund assets market along with the current & future trends to illustrate the imminent investment pockets.
  • Information about key drivers, restrains, & opportunities and their impact analysis on the market size are provided in the report.
  • Porter’s five forces analysis illustrates the potency of buyers and suppliers operating in the industry.
  • The quantitative analysis of the global mutual fund assets market from 2020 to 2027 is provided to determine the market potential.

KEY MARKET SEGMENTS

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
  • UK
  • Germany
  • France
  • Italy
  • Ireland
  • Netherlands
  • Rest of Europe
  • Asia-Pacific
  • China
  • Japan
  • India
  • South Korea
  • Hong Kong
  • Australia
  • Rest of Asia-Pacific
  • LAMEA
  • Latin America
  • Middle East
  • Africa

KEY MARKET PLAYERS
  • 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.

Table of Contents

Chapter 1: Introduction
1.1. Report Description
1.2. Key Market Segments
1.3. Key Benefits
1.4. Research Methodology
1.4.1. Primary Research
1.4.2. Secondary Research
1.4.3. Analyst Tools and Models
Chapter 2: Executive Summary
2.1. Cxo Perspective
Chapter 3: Market Landscape
3.1. Market Definition and Scope
3.2. Key Findings
3.2.1. Top Investment Pockets
3.2.2. Top Winning Strategies
3.3. Porter's Five Forces Analysis
3.3.1. Bargaining Power of Suppliers
3.3.2. Threat of New Entrants
3.3.3. Threat of Substitutes
3.3.4. Competitive Rivalry
3.3.5. Bargaining Power Among Buyers
3.4. Market Share Analysis/Top Player Positioning
3.5. Market Dynamics
3.5.1. Drivers
3.5.2. Restraints
3.5.3. Opportunities
3.4. Covid-19 Impact Analysis on Mutual Fund Assets Market
3.4.1. Impact on Mutual Fund Asset Industry
3.4.2. Impact on Mutual Fund Asset Market Size
3.4.3. Change in Investors Trends, Preferences, and Budget Impact Due to Covid-19
3.4.4. Framework for Solving Market Challenges Faced by Mutual Funds Providers & Investors
3.4.5. Economic Impact on Mutual Funds Asset Providers
3.4.6. Key Player Strategies to Tackle Negative Impact in the Industry
3.4.7. Opportunity Analysis for Mutual Fund Assets Providers
Chapter 4: Mutual Fund Assets Market by Fund Type
4.1. Overview
4.2. Equity Funds
4.2.1. Key Market Trends, Growth Factors and Opportunities
4.2.2. Market Size and Forecast by Region
4.2.3. Market Analysis by Country
4.3. Bond Funds
4.3.1. Key Market Trends, Growth Factors and Opportunities
4.3.2. Market Size and Forecast by Region
4.3.3. Market Analysis by Country
4.4. Money Market Funds
4.4.1. Key Market Trends, Growth Factors and Opportunities
4.4.2. Market Size and Forecast by Region
4.4.3. Market Analysis by Country
4.5. Hybrid & Other Funds
4.5.1. Key Market Trends, Growth Factors and Opportunities
4.5.2. Market Size and Forecast by Region
4.5.3. Market Analysis by Country
Chapter 5: Mutual Fund Assets Market by Distribution Channel
5.1. Overview
5.2. Banks
5.2.1. Key Market Trends, Growth Factors and Opportunities
5.2.2. Market Size and Forecast by Region
5.2.3. Market Analysis by Country
5.3. Financial Advisors/Brokers
5.3.1. Key Market Trends, Growth Factors and Opportunities
5.3.2. Market Size and Forecast by Region
5.3.3. Market Analysis by Country
5.4. Direct Sellers
5.4.1. Key Market Trends, Growth Factors and Opportunities
5.4.2. Market Size and Forecast by Region
5.4.3. Market Analysis by Country
5.5. Others
5.5.1. Key Market Trends, Growth Factors and Opportunities
5.5.2. Market Size and Forecast by Region
5.5.3. Market Analysis by Country
Chapter 6: Mutual Fund Assets Market by Investor Type
6.1. Overview
6.2. Institutional
6.2.1. Key Market Trends, Growth Factors and Opportunities
6.2.2. Market Size and Forecast by Region
6.2.3. Market Analysis by Country
6.3. Individual
6.3.1. Key Market Trends, Growth Factors and Opportunities
6.3.2. Market Size and Forecast by Region
6.3.3. Market Analysis by Country
Chapter 7: Mutual Fund Assets Market by Region
7.1. Overview
7.2. North America
7.2.1. Key Market Trends and Opportunities
7.2.2. Market Size and Forecast by Fund Type
7.2.3. Market Size and Forecast by Distribution Channel
7.2.4. Market Size and Forecast by Investor Type
7.2.5. Market Size and Forecast by Country
7.2.6. U. S. Mutual Fund Assets Market
7.2.6.1. Market Size and Forecast by Fund Type
7.2.6.2. Market Size and Forecast by Distribution Channel
7.2.6.3. Market Size and Forecast by Investor Type
7.2.7. Canada Mutual Fund Assets Market
7.2.7.1. Market Size and Forecast by Fund Type
7.2.7.2. Market Size and Forecast by Distribution Channel
7.2.7.3. Market Size and Forecast by Investor Type
7.3. Europe
7.3.1. Key Market Trends and Opportunities
7.3.2. Market Size and Forecast by Fund Type
7.3.3. Market Size and Forecast by Distribution Channel
7.3.4. Market Size and Forecast by Investor Type
7.3.5. Market Size and Forecast by Country
7.3.6. UK Mutual Fund Assets Market
7.3.6.1. Market Size and Forecast by Fund Type
7.3.6.2. Market Size and Forecast by Distribution Channel
7.3.6.3. Market Size and Forecast by Investor Type
7.3.7. Germany Mutual Fund Assets Market
7.3.7.1. Market Size and Forecast by Fund Type
7.3.7.2. Market Size and Forecast by Distribution Channel
7.3.7.3. Market Size and Forecast by Investor Type
7.3.8. France Mutual Fund Assets Market
7.3.8.1. Market Size and Forecast by Fund Type
7.3.8.2. Market Size and Forecast by Distribution Channel
7.3.8.3. Market Size and Forecast by Investor Type
7.3.9. Italy Mutual Fund Assets Market
7.3.9.1. Market Size and Forecast by Fund Type
7.3.9.2. Market Size and Forecast by Distribution Channel
7.3.9.3. Market Size and Forecast by Investor Type
7.3.10. Ireland Mutual Fund Assets Market
7.3.10.1. Market Size and Forecast by Fund Type
7.3.10.2. Market Size and Forecast by Distribution Channel
7.3.10.3. Market Size and Forecast by Investor Type
7.3.11. Netherlands Mutual Fund Assets Market
7.3.11.1. Market Size and Forecast by Fund Type
7.3.11.2. Market Size and Forecast by Distribution Channel
7.3.11.3. Market Size and Forecast by Investor Type
7.3.12. Rest of Europe Mutual Fund Assets Market
7.3.12.1. Market Size and Forecast by Fund Type
7.3.12.2. Market Size and Forecast by Distribution Channel
7.3.12.3. Market Size and Forecast by Investor Type
7.4. Asia-Pacific
7.4.1. Key Market Trends and Opportunities
7.4.2. Market Size and Forecast by Fund Type
7.4.3. Market Size and Forecast by Distribution Channel
7.4.4. Market Size and Forecast by Investor Type
7.4.5. Market Size and Forecast by Country
7.4.6. China Mutual Fund Assets Market
7.4.6.1. Market Size and Forecast by Fund Type
7.4.6.2. Market Size and Forecast by Distribution Channel
7.4.6.3. Market Size and Forecast by Investor Type
7.4.7. Japan Mutual Fund Assets Market
7.4.7.1. Market Size and Forecast by Fund Type
7.4.7.2. Market Size and Forecast by Distribution Channel
7.4.7.3. Market Size and Forecast by Investor Type
7.4.8. India Mutual Fund Assets Market
7.4.8.1. Market Size and Forecast by Fund Type
7.4.8.2. Market Size and Forecast by Distribution Channel
7.4.8.3. Market Size and Forecast by Investor Type
7.4.9. South Korea Mutual Fund Assets Market
7.4.9.1. Market Size and Forecast by Fund Type
7.4.9.2. Market Size and Forecast by Distribution Channel
7.4.9.3. Market Size and Forecast by Investor Type
7.4.10. Hong Kong Mutual Fund Assets Market
7.4.10.1. Market Size and Forecast by Fund Type
7.4.10.2. Market Size and Forecast by Distribution Channel
7.4.10.3. Market Size and Forecast by Investor Type
7.4.11. Australia Mutual Fund Assets Market
7.4.11.1. Market Size and Forecast by Fund Type
7.4.11.2. Market Size and Forecast by Distribution Channel
7.4.11.3. Market Size and Forecast by Investor Type
7.4.12. Rest of Asia-Pacific Mutual Fund Assets Market
7.4.12.1. Market Size and Forecast by Fund Type
7.4.12.2. Market Size and Forecast by Distribution Channel
7.4.12.3. Market Size and Forecast by Investor Type
7.5. LAMEA
7.5.1. Key Market Trends and Opportunities
7.5.2. Market Size and Forecast by Fund Type
7.5.3. Market Size and Forecast by Distribution Channel
7.5.4. Market Size and Forecast by Investor Type
7.5.5. Market Size and Forecast by Country
7.5.6. Latin America Mutual Fund Assets Market
7.5.6.1. Market Size and Forecast by Fund Type
7.5.6.2. Market Size and Forecast by Distribution Channel
7.5.6.3. Market Size and Forecast by Investor Type
7.5.7. Middle East Mutual Fund Assets Market
7.5.7.1. Market Size and Forecast by Fund Type
7.5.7.2. Market Size and Forecast by Distribution Channel
7.5.7.3. Market Size and Forecast by Investor Type
7.5.8. Africa Mutual Fund Assets Market
7.5.8.1. Market Size and Forecast by Fund Type
7.5.8.2. Market Size and Forecast by Distribution Channel
7.5.8.3. Market Size and Forecast by Investor Type
Chapter 8: Company Profiles
8.1. Blackrock, Inc.
8.1.1. Company Overview
8.1.2. Key Executives
8.1.3. Company Snapshot
8.1.4. Operating Business Segments
8.1.5. Product Portfolio
8.1.6. Business Performance
8.1.7. Key Strategic Moves and Developments
8.2. Bnp Paribas Mutual Fund
8.2.1. Company Overview
8.2.2. Key Executives
8.2.3. Company Snapshot
8.2.4. Operating Business Segments
8.2.5. Product Portfolio
8.2.6. Business Performance
8.2.7. Key Strategic Moves and Developments
8.3. Capital Group
8.3.1. Company Overview
8.3.2. Key Executives
8.3.3. Company Snapshot
8.3.4. Operating Business Segments
8.3.5. Product Portfolio
8.3.6. Business Performance
8.3.7. Key Strategic Moves and Developments
8.4. Citigroup Inc.
8.4.1. Company Overview
8.4.2. Key Executives
8.4.3. Company Snapshot
8.4.4. Operating Business Segments
8.4.5. Product Portfolio
8.4.6. Business Performance
8.4.7. Key Strategic Moves and Developments
8.5. Goldman Sachs
8.5.1. Company Overview
8.5.2. Key Executives
8.5.3. Company Snapshot
8.5.4. Operating Business Segments
8.5.5. Product Portfolio
8.5.6. Business Performance
8.5.7. Key Strategic Moves and Developments
8.6. Jpmorgan Chase & Co.
8.6.1. Company Overview
8.6.2. Key Executives
8.6.3. Company Snapshot
8.6.4. Operating Business Segments
8.6.5. Product Portfolio
8.6.6. Business Performance
8.6.7. Key Strategic Moves and Developments
8.7. Morgan Stanley
8.7.1. Company Overview
8.7.2. Key Executives
8.7.3. Company Snapshot
8.7.4. Operating Business Segments
8.7.5. Product Portfolio
8.7.6. Business Performance
8.7.7. Key Strategic Moves and Developments
8.8. Pimco
8.8.1. Company Overview
8.8.2. Key Executives
8.8.3. Company Snapshot
8.8.4. Operating Business Segments
8.8.5. Product Portfolio
8.8.6. Business Performance
8.8.7. Key Strategic Moves and Developments
8.9. State Street Corporation
8.9.1. Company Overview
8.9.2. Key Executives
8.9.3. Company Snapshot
8.9.4. Operating Business Segments
8.9.5. Product Portfolio
8.9.6. Business Performance
8.9.7. Key Strategic Moves and Developments
8.10. The Vanguard Group, Inc.
8.10.1. Company Overview
8.10.2. Key Executives
8.10.3. Company Snapshot
8.10.4. Operating Business Segments
8.10.5. Product Portfolio
8.10.6. Business Performance
8.10.7. Key Strategic Moves and Developments
List of Tables
Table 1. Global Mutual Fund Assets Market, by Fund Type 2019-2027 ($Million)
Table 2. Mutual Fund Assets Market for Equity Funds, by Region, 2019-2027 ($Million)
Table 3. Mutual Fund Assets Market for Bond Funds, by Region, 2019-2027 ($Million)
Table 4. Mutual Fund Assets Market for Money Market Funds, by Region, 2019-2027 ($Million)
Table 5. Mutual Fund Assets Market for Hybrid & Other Funds, by Region, 2019-2027 ($Million)
Table 6. Global Mutual Fund Assets Market, by Distribution Channel 2019-2027 ($Million)
Table 7. Mutual Fund Assets Market for Banks, by Region, 2019-2027 ($Million)
Table 8. Mutual Fund Assets Market for Financial Advisors/Brokers, by Region, 2019-2027 ($Million)
Table 9. Mutual Fund Assets Market for Direct Sellers, by Region, 2019-2027 ($Million)
Table 10. Mutual Fund Assets Market for Others, by Region, 2019-2027 ($Million)
Table 11. Global Mutual Fund Assets Market, by Investor Type 2019-2027 ($Million)
Table 12. Mutual Fund Assets Market for Institutional, by Region, 2019-2027 ($Million)
Table 13. Mutual Fund Assets Market for Individual, by Region, 2019-2027 ($Million)
Table 14. Mutual Fund Assets Market For, by Region, 2019-2027 ($Million)
Table 15. North America Mutual Fund Assets, by Fund Type 2019-2027 ($Million)
Table 16. North America Mutual Fund Assets, by Distribution Channel 2019-2027 ($Million)
Table 17. North America Mutual Fund Assets, by Investor Type 2019-2027 ($Million)
Table 18. North America Mutual Fund Assets, by Region, 2019-2027 ($Million)
Table 19. Europe Mutual Fund Assets, by Fund Type 2019-2027 ($Million)
Table 20. Europe Mutual Fund Assets, by Distribution Channel 2019-2027 ($Million)
Table 21. Europe Mutual Fund Assets, by Investor Type 2019-2027 ($Million)
Table 22. Europe Mutual Fund Assets, by Region, 2019-2027 ($Million)
Table 23. Asia-Pacific Mutual Fund Assets, by Fund Type 2019-2027 ($Million)
Table 24. Asia-Pacific Mutual Fund Assets, by Distribution Channel 2019-2027 ($Million)
Table 25. Asia-Pacific Mutual Fund Assets, by Investor Type 2019-2027 ($Million)
Table 26. Asia-Pacific Mutual Fund Assets, by Region, 2019-2027 ($Million)
Table 27. LAMEA Mutual Fund Assets, by Fund Type 2019-2027 ($Million)
Table 28. LAMEA Mutual Fund Assets, by Distribution Channel 2019-2027 ($Million)
Table 29. LAMEA Mutual Fund Assets, by Investor Type 2019-2027 ($Million)
Table 30. LAMEA Mutual Fund Assets, by Region, 2019-2027 ($Million)
Table 31. Blackrock, Inc.: Company Snapshot
Table 32. Blackrock, Inc.: Operating Segments
Table 33. Bnp Paribas Mutual Fund: Company Snapshot
Table 34. Bnp Paribas Mutual Fund: Operating Segments
Table 35. Capital Group: Company Snapshot
Table 36. Capital Group: Operating Segments
Table 37. Citigroup Inc.: Company Snapshot
Table 38. Citigroup Inc.: Operating Segments
Table 39. Goldman Sachs: Company Snapshot
Table 40. Goldman Sachs: Operating Segments
Table 41. Jpmorgan Chase & Co.: Company Snapshot
Table 42. Jpmorgan Chase & Co.: Operating Segments
Table 43. Morgan Stanley: Company Snapshot
Table 44. Morgan Stanley: Operating Segments
Table 45. Pimco: Company Snapshot
Table 46. Pimco: Operating Segments
Table 47. State Street Corporation: Company Snapshot
Table 48. State Street Corporation: Operating Segments
Table 49. The Vanguard Group, Inc.: Company Snapshot
Table 50. The Vanguard Group, Inc.: Operating Segments
List of Figures
Figure 1. Global Mutual Fund Assets Market Segmentation
Figure 2. Top Investment Pocket
Figure 3. Top Winning Strategies (%)
Figure 4. Mutual Fund Assets Market for Equity Funds, 2019-2027 ($Million)
Figure 5. Mutual Fund Assets Market for Bond Funds, 2019-2027 ($Million)
Figure 6. Mutual Fund Assets Market for Money Market Funds, 2019-2027 ($Million)
Figure 7. Mutual Fund Assets Market for Hybrid & Other Funds, 2019-2027 ($Million)
Figure 8. Mutual Fund Assets Market for Banks, 2019-2027 ($Million)
Figure 9. Mutual Fund Assets Market for Financial Advisors/Brokers, 2019-2027 ($Million)
Figure 10. Mutual Fund Assets Market for Direct Sellers, 2019-2027 ($Million)
Figure 11. Mutual Fund Assets Market for Others, 2019-2027 ($Million)
Figure 12. Mutual Fund Assets Market for Institutional, 2019-2027 ($Million)
Figure 13. Mutual Fund Assets Market for Individual, 2019-2027 ($Million)
Figure 14. Global Mutual Fund Assets, by Region, 2019 (%)
Figure 15. U. S. Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 16. Canada Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 17. Uk Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 18. Germany Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 19. France Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 20. Italy Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 21. Ireland Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 22. Netherlands Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 23. Rest of Europe Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 24. China Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 25. Japan Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 26. India Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 27. South Korea Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 28. Hong Kong Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 29. Australia Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 30. Rest of Asia-Pacific Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 31. Latin America Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 32. Middle East Mutual Fund Assets Market, 2019-2027 ($Million)
Figure 33. Africa Mutual Fund Assets Market, 2019-2027 ($Million)

Methodology

The analyst offers exhaustive research and analysis based on a wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics, and regional intelligence. The in-house industry experts play an instrumental role in designing analytic tools and models, tailored to the requirements of a particular industry segment. The primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks, and face-to-face interactions.

They are also in professional corporate relations with various companies that allow them greater flexibility for reaching out to industry participants and commentators for interviews and discussions.

They also refer to a broad array of industry sources for their secondary research, which typically include; however, not limited to:

  • Company SEC filings, annual reports, company websites, broker & financial reports, and investor presentations for competitive scenario and shape of the industry
  • Scientific and technical writings for product information and related preemptions
  • Regional government and statistical databases for macro analysis
  • Authentic news articles and other related releases for market evaluation
  • Internal and external proprietary databases, key market indicators, and relevant press releases for market estimates and forecast

Furthermore, the accuracy of the data will be analyzed and validated by conducting additional primaries with various industry experts and KOLs. They also provide robust post-sales support to clients.

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