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Global Mutual Funds Market 2023-2027

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    Report

  • 156 Pages
  • December 2022
  • Region: Global
  • TechNavio
  • ID: 5712837
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The publisher has been monitoring the mutual funds market and is forecast to grow by $71.62 tn during 2022-2027, accelerating at a CAGR of 9.76% during the forecast period. The publisher's report on the mutual funds market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by market liquidity, increasing share of financial savings in total household savings, and rising awareness-growing investor base.

The publisher's mutual funds market is segmented as below

By Type

  • Stock funds
  • Bond funds
  • Money market funds
  • Hybrid funds

By Distribution Channel

  • Advice channel
  • Retirement plan channel
  • Institutional channel
  • Direct channel
  • Supermarket channel

By Geographical Landscape

  • North America
  • Europe
  • APAC
  • South America
  • Middle East and Africa
This study identifies the growth of mutual fund assets in developing nations as one of the prime reasons driving the mutual funds market growth during the next few years. Also, increasing adoption of inflation-indexed funds and high demand for market transparency during investment will lead to sizable demand in the market.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters.

The publisher's report on the mutual funds market covers the following areas:

  • Mutual funds market sizing
  • Mutual funds market forecast
  • Mutual funds market industry analysis
The publisher's robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading mutual funds market vendors that include Aditya Birla Management Corp. Pvt. Ltd., Amundi Austria GmbH, Baroda BNP Paribas Asset Management India Pvt. Ltd., BlackRock Inc., BNY Mellon Securities Corp., Canara Robeco Asset Management Co., DSP Investment Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, Franklin Templeton, HDFC Ltd., ICICI Prudential Asset Management Co. Ltd., IDFC Mutual Fund, JPMorgan Chase and Co., State Street Global Advisors, The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc., Axis Asset Management Co. Ltd., and PIMCO. Also, the mutual funds market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to an analysis of the key vendors.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive research - both primary and secondary. The publisher's market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

Table of Contents

1 Executive Summary
1.1 Market overview
Exhibit 01: Executive Summary - Chart on Market Overview
Exhibit 02: Executive Summary - Data Table on Market Overview
Exhibit 03: Executive Summary - Chart on Global Market Characteristics
Exhibit 04: Executive Summary - Chart on Market By Geographical Landscape
Exhibit 05: Executive Summary - Chart on Market Segmentation by Type
Exhibit 06: Executive Summary - Chart on Market Segmentation by Distribution Channel
Exhibit 07: Executive Summary - Chart on Incremental Growth
Exhibit 08: Executive Summary - Data Table on Incremental Growth
Exhibit 09: Executive Summary - Chart on Vendor Market Positioning
2 Market Landscape
2.1 Market ecosystem
Exhibit 10: Parent market
Exhibit 11: Market Characteristics
3 Market Sizing
3.1 Market definition
Exhibit 12: Offerings of vendors included in the market definition
3.2 Market segment analysis
Exhibit 13: Market segments
3.3 Market size 2022
3.4 Market outlook: Forecast for 2022-2027
Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ trillion)
Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ trillion)
Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
4 Historic Market Size
4.1 Global mutual funds market 2017 - 2021
Exhibit 18: Historic Market Size - Data Table on Global mutual funds market 2017 - 2021 ($ trillion)
4.2 Type Segment Analysis 2017 - 2021
Exhibit 19: Historic Market Size - Type Segment 2017 - 2021 ($ trillion)
4.3 Distribution Channel Segment Analysis 2017 - 2021
Exhibit 20: Historic Market Size - Distribution Channel Segment 2017 - 2021 ($ trillion)
4.4 Geography Segment Analysis 2017 - 2021
Exhibit 21: Historic Market Size - Geography Segment 2017 - 2021 ($ trillion)
4.5 Country Segment Analysis 2017 - 2021
Exhibit 22: Historic Market Size - Country Segment 2017 - 2021 ($ trillion)
5 Five Forces Analysis
5.1 Five forces summary
Exhibit 23: Five forces analysis - Comparison between 2022 and 2027
5.2 Bargaining power of buyers
Exhibit 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
5.3 Bargaining power of suppliers
Exhibit 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
5.4 Threat of new entrants
Exhibit 26: Threat of new entrants - Impact of key factors in 2022 and 2027
5.5 Threat of substitutes
Exhibit 27: Threat of substitutes - Impact of key factors in 2022 and 2027
5.6 Threat of rivalry
Exhibit 28: Threat of rivalry - Impact of key factors in 2022 and 2027
5.7 Market condition
Exhibit 29: Chart on Market condition - Five forces 2022 and 2027
6 Market Segmentation by Type
6.1 Market segments
Exhibit 30: Chart on Type - Market share 2022-2027 (%)
Exhibit 31: Data Table on Type - Market share 2022-2027 (%)
6.2 Comparison by Type
Exhibit 32: Chart on Comparison by Type
Exhibit 33: Data Table on Comparison by Type
6.3 Stock funds - Market size and forecast 2022-2027
Exhibit 34: Chart on Stock funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 35: Data Table on Stock funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 36: Chart on Stock funds - Year-over-year growth 2022-2027 (%)
Exhibit 37: Data Table on Stock funds - Year-over-year growth 2022-2027 (%)
6.4 Bond funds - Market size and forecast 2022-2027
Exhibit 38: Chart on Bond funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 39: Data Table on Bond funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 40: Chart on Bond funds - Year-over-year growth 2022-2027 (%)
Exhibit 41: Data Table on Bond funds - Year-over-year growth 2022-2027 (%)
6.5 Money market funds - Market size and forecast 2022-2027
Exhibit 42: Chart on Money market funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 43: Data Table on Money market funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 44: Chart on Money market funds - Year-over-year growth 2022-2027 (%)
Exhibit 45: Data Table on Money market funds - Year-over-year growth 2022-2027 (%)
6.6 Hybrid funds - Market size and forecast 2022-2027
Exhibit 46: Chart on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 47: Data Table on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
Exhibit 48: Chart on Hybrid funds - Year-over-year growth 2022-2027 (%)
Exhibit 49: Data Table on Hybrid funds - Year-over-year growth 2022-2027 (%)
6.7 Market opportunity by Type
Exhibit 50: Market opportunity by Type ($ trillion)
7 Market Segmentation by Distribution Channel
7.1 Market segments
Exhibit 51: Chart on Distribution Channel - Market share 2022-2027 (%)
Exhibit 52: Data Table on Distribution Channel - Market share 2022-2027 (%)
7.2 Comparison by Distribution Channel
Exhibit 53: Chart on Comparison by Distribution Channel
Exhibit 54: Data Table on Comparison by Distribution Channel
7.3 Advice channel - Market size and forecast 2022-2027
Exhibit 55: Chart on Advice channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 56: Data Table on Advice channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 57: Chart on Advice channel - Year-over-year growth 2022-2027 (%)
Exhibit 58: Data Table on Advice channel - Year-over-year growth 2022-2027 (%)
7.4 Retirement plan channel - Market size and forecast 2022-2027
Exhibit 59: Chart on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 60: Data Table on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 61: Chart on Retirement plan channel - Year-over-year growth 2022-2027 (%)
Exhibit 62: Data Table on Retirement plan channel - Year-over-year growth 2022-2027 (%)
7.5 Institutional channel - Market size and forecast 2022-2027
Exhibit 63: Chart on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 64: Data Table on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 65: Chart on Institutional channel - Year-over-year growth 2022-2027 (%)
Exhibit 66: Data Table on Institutional channel - Year-over-year growth 2022-2027 (%)
7.6 Direct channel - Market size and forecast 2022-2027
Exhibit 67: Chart on Direct channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 68: Data Table on Direct channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 69: Chart on Direct channel - Year-over-year growth 2022-2027 (%)
Exhibit 70: Data Table on Direct channel - Year-over-year growth 2022-2027 (%)
7.7 Supermarket channel - Market size and forecast 2022-2027
Exhibit 71: Chart on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 72: Data Table on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
Exhibit 73: Chart on Supermarket channel - Year-over-year growth 2022-2027 (%)
Exhibit 74: Data Table on Supermarket channel - Year-over-year growth 2022-2027 (%)
7.8 Market opportunity by Distribution Channel
Exhibit 75: Market opportunity by Distribution Channel ($ trillion)
8 Customer Landscape
8.1 Customer landscape overview
Exhibit 76: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
9 Geographic Landscape
9.1 Geographic segmentation
Exhibit 77: Chart on Market share By Geographical Landscape 2022-2027 (%)
Exhibit 78: Data Table on Market share By Geographical Landscape 2022-2027 (%)
9.2 Geographic comparison
Exhibit 79: Chart on Geographic comparison
Exhibit 80: Data Table on Geographic comparison
9.3 North America - Market size and forecast 2022-2027
Exhibit 81: Chart on North America - Market size and forecast 2022-2027 ($ trillion)
Exhibit 82: Data Table on North America - Market size and forecast 2022-2027 ($ trillion)
Exhibit 83: Chart on North America - Year-over-year growth 2022-2027 (%)
Exhibit 84: Data Table on North America - Year-over-year growth 2022-2027 (%)
9.4 Europe - Market size and forecast 2022-2027
Exhibit 85: Chart on Europe - Market size and forecast 2022-2027 ($ trillion)
Exhibit 86: Data Table on Europe - Market size and forecast 2022-2027 ($ trillion)
Exhibit 87: Chart on Europe - Year-over-year growth 2022-2027 (%)
Exhibit 88: Data Table on Europe - Year-over-year growth 2022-2027 (%)
9.5 APAC - Market size and forecast 2022-2027
Exhibit 89: Chart on APAC - Market size and forecast 2022-2027 ($ trillion)
Exhibit 90: Data Table on APAC - Market size and forecast 2022-2027 ($ trillion)
Exhibit 91: Chart on APAC - Year-over-year growth 2022-2027 (%)
Exhibit 92: Data Table on APAC - Year-over-year growth 2022-2027 (%)
9.6 South America - Market size and forecast 2022-2027
Exhibit 93: Chart on South America - Market size and forecast 2022-2027 ($ trillion)
Exhibit 94: Data Table on South America - Market size and forecast 2022-2027 ($ trillion)
Exhibit 95: Chart on South America - Year-over-year growth 2022-2027 (%)
Exhibit 96: Data Table on South America - Year-over-year growth 2022-2027 (%)
9.7 Middle East and Africa - Market size and forecast 2022-2027
Exhibit 97: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
Exhibit 98: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
Exhibit 99: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibit 100: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
9.8 US - Market size and forecast 2022-2027
Exhibit 101: Chart on US - Market size and forecast 2022-2027 ($ trillion)
Exhibit 102: Data Table on US - Market size and forecast 2022-2027 ($ trillion)
Exhibit 103: Chart on US - Year-over-year growth 2022-2027 (%)
Exhibit 104: Data Table on US - Year-over-year growth 2022-2027 (%)
9.9 China - Market size and forecast 2022-2027
Exhibit 105: Chart on China - Market size and forecast 2022-2027 ($ trillion)
Exhibit 106: Data Table on China - Market size and forecast 2022-2027 ($ trillion)
Exhibit 107: Chart on China - Year-over-year growth 2022-2027 (%)
Exhibit 108: Data Table on China - Year-over-year growth 2022-2027 (%)
9.10 Germany - Market size and forecast 2022-2027
Exhibit 109: Chart on Germany - Market size and forecast 2022-2027 ($ trillion)
Exhibit 110: Data Table on Germany - Market size and forecast 2022-2027 ($ trillion)
Exhibit 111: Chart on Germany - Year-over-year growth 2022-2027 (%)
Exhibit 112: Data Table on Germany - Year-over-year growth 2022-2027 (%)
9.11 France - Market size and forecast 2022-2027
Exhibit 113: Chart on France - Market size and forecast 2022-2027 ($ trillion)
Exhibit 114: Data Table on France - Market size and forecast 2022-2027 ($ trillion)
Exhibit 115: Chart on France - Year-over-year growth 2022-2027 (%)
Exhibit 116: Data Table on France - Year-over-year growth 2022-2027 (%)
9.12 Australia - Market size and forecast 2022-2027
Exhibit 117: Chart on Australia - Market size and forecast 2022-2027 ($ trillion)
Exhibit 118: Data Table on Australia - Market size and forecast 2022-2027 ($ trillion)
Exhibit 119: Chart on Australia - Year-over-year growth 2022-2027 (%)
Exhibit 120: Data Table on Australia - Year-over-year growth 2022-2027 (%)
9.13 Market opportunity By Geographical Landscape
Exhibit 121: Market opportunity By Geographical Landscape ($ trillion)
10 Drivers, Challenges, and Trends
10.1 Market drivers
10.2 Market challenges
10.3 Impact of drivers and challenges
Exhibit 122: Impact of drivers and challenges in 2022 and 2027
10.4 Market trends
11 Vendor Landscape
11.1 Overview
11.2 Vendor landscape
Exhibit 123: Overview on Criticality of inputs and Factors of differentiation
11.3 Landscape disruption
Exhibit 124: Overview on factors of disruption
11.4 Industry risks
Exhibit 125: Impact of key risks on business
12 Vendor Analysis
12.1 Vendors covered
Exhibit 126: Vendors covered
12.2 Market positioning of vendors
Exhibit 127: Matrix on vendor position and classification
12.3 Aditya Birla Management Corp. Pvt. Ltd.
Exhibit 128: Aditya Birla Management Corp. Pvt. Ltd. - Overview
Exhibit 129: Aditya Birla Management Corp. Pvt. Ltd. - Product/Service
Exhibit 130: Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
12.4 Amundi Austria GmbH
Exhibit 131: Amundi Austria GmbH - Overview
Exhibit 132: Amundi Austria GmbH - Product/Service
Exhibit 133: Amundi Austria GmbH - Key offerings
12.5 Axis Asset Management Co. Ltd.
Exhibit 134: Axis Asset Management Co. Ltd. - Overview
Exhibit 135: Axis Asset Management Co. Ltd. - Product/Service
Exhibit 136: Axis Asset Management Co. Ltd. - Key offerings
12.6 Baroda BNP Paribas Asset Management India Pvt. Ltd.
Exhibit 137: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
Exhibit 138: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product/Service
Exhibit 139: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
12.7 BlackRock Inc.
Exhibit 140: BlackRock Inc. - Overview
Exhibit 141: BlackRock Inc. - Product/Service
Exhibit 142: BlackRock Inc. - Key offerings
12.8 BNY Mellon Securities Corp.
Exhibit 143: BNY Mellon Securities Corp. - Overview
Exhibit 144: BNY Mellon Securities Corp. - Business segments
Exhibit 145: BNY Mellon Securities Corp. - Key offerings
Exhibit 146: BNY Mellon Securities Corp. - Segment focus
12.9 Canara Robeco Asset Management Co.
Exhibit 147: Canara Robeco Asset Management Co. - Overview
Exhibit 148: Canara Robeco Asset Management Co. - Product/Service
Exhibit 149: Canara Robeco Asset Management Co. - Key offerings
12.10 DSP Investment Managers Pvt. Ltd.
Exhibit 150: DSP Investment Managers Pvt. Ltd. - Overview
Exhibit 151: DSP Investment Managers Pvt. Ltd. - Business segments
Exhibit 152: DSP Investment Managers Pvt. Ltd. - Key offerings
Exhibit 153: DSP Investment Managers Pvt. Ltd. - Segment focus
12.11 FMR LLC
Exhibit 154: FMR LLC - Overview
Exhibit 155: FMR LLC - Product/Service
Exhibit 156: FMR LLC - Key offerings
12.12 JPMorgan Chase and Co.
Exhibit 157: JPMorgan Chase and Co. - Overview
Exhibit 158: JPMorgan Chase and Co. - Business segments
Exhibit 159: JPMorgan Chase and Co. - Key offerings
Exhibit 160: JPMorgan Chase and Co. - Segment focus
12.13 PIMCO
Exhibit 161: PIMCO - Overview
Exhibit 162: PIMCO - Product/Service
Exhibit 163: PIMCO - Key offerings
12.14 State Street Global Advisors
Exhibit 164: State Street Global Advisors - Overview
Exhibit 165: State Street Global Advisors - Business segments
Exhibit 166: State Street Global Advisors - Key offerings
Exhibit 167: State Street Global Advisors - Segment focus
12.15 The Capital Group Companies Inc.
Exhibit 168: The Capital Group Companies Inc. - Overview
Exhibit 169: The Capital Group Companies Inc. - Product/Service
Exhibit 170: The Capital Group Companies Inc. - Key offerings
12.16 The Charles Schwab Corp.
Exhibit 171: The Charles Schwab Corp. - Overview
Exhibit 172: The Charles Schwab Corp. - Business segments
Exhibit 173: The Charles Schwab Corp. - Key offerings
Exhibit 174: The Charles Schwab Corp. - Segment focus
12.17 The Vanguard Group Inc.
Exhibit 175: The Vanguard Group Inc. - Overview
Exhibit 176: The Vanguard Group Inc. - Product/Service
Exhibit 177: The Vanguard Group Inc. - Key offerings
13 Appendix
13.1 Scope of the report
13.2 Inclusions and exclusions checklist
Exhibit 178: Inclusions checklist
Exhibit 179: Exclusions checklist
13.3 Currency conversion rates for US$
Exhibit 180: Currency conversion rates for US$
13.4 Research methodology
Exhibit 181: Research methodology
Exhibit 182: Validation techniques employed for market sizing
Exhibit 183: Information sources
13.5 List of abbreviations
Exhibit 184: List of abbreviations
adoption of multichannel marketing strategies: The key vendors in the market are striving to expand their target customer base by investing in marketing and promotional activities. Large specialized consumer service providers aim at strengthening their presence by investing in brand visibility activities, celebrity endorsements, and marketing through channels such as television, radio, the Internet, print media, posters, and direct mails. The competitors also use a targeted advertising approach and launch advertisements that are designed and crafted to promote the services and communicate the brand positioning.
attrition and training: Professional, skilled, and unskilled workforce is required to provide specialized consumer services. However, there is a shortage of skilled and professional workforce to meet the demand. For instance, in security services, a skilled workforce is required when new monitoring devices and security gadgets are developed and adopted. Several vendors provide rigorous training to their employees about the handling of critical tasks while serving specialized consumer services. However, the retention of such a workforce is a major challenge.
List of Exhibits
Exhibits 1: Executive Summary - Chart on Market Overview
Exhibits 2: Executive Summary - Data Table on Market Overview
Exhibits 3: Executive Summary - Chart on Global Market Characteristics
Exhibits 4: Executive Summary - Chart on Market By Geographical Landscape
Exhibits 5: Executive Summary - Chart on Market Segmentation by Type
Exhibits 6: Executive Summary - Chart on Market Segmentation by Distribution Channel
Exhibits 7: Executive Summary - Chart on Incremental Growth
Exhibits 8: Executive Summary - Data Table on Incremental Growth
Exhibits 9: Executive Summary - Chart on Vendor Market Positioning
Exhibits 10: Parent market
Exhibits 11: Market Characteristics
Exhibits 12: Offerings of vendors included in the market definition
Exhibits 13: Market segments
Exhibits 14: Chart on Global - Market size and forecast 2022-2027 ($ trillion)
Exhibits 15: Data Table on Global - Market size and forecast 2022-2027 ($ trillion)
Exhibits 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)
Exhibits 18: Historic Market Size - Data Table on Global mutual funds market 2017 - 2021 ($ trillion)
Exhibits 19: Historic Market Size - Type Segment 2017 - 2021 ($ trillion)
Exhibits 20: Historic Market Size - Distribution Channel Segment 2017 - 2021 ($ trillion)
Exhibits 21: Historic Market Size - Geography Segment 2017 - 2021 ($ trillion)
Exhibits 22: Historic Market Size - Country Segment 2017 - 2021 ($ trillion)
Exhibits 23: Five forces analysis - Comparison between 2022 and 2027
Exhibits 24: Chart on Bargaining power of buyers - Impact of key factors 2022 and 2027
Exhibits 25: Bargaining power of suppliers - Impact of key factors in 2022 and 2027
Exhibits 26: Threat of new entrants - Impact of key factors in 2022 and 2027
Exhibits 27: Threat of substitutes - Impact of key factors in 2022 and 2027
Exhibits 28: Threat of rivalry - Impact of key factors in 2022 and 2027
Exhibits 29: Chart on Market condition - Five forces 2022 and 2027
Exhibits 30: Chart on Type - Market share 2022-2027 (%)
Exhibits 31: Data Table on Type - Market share 2022-2027 (%)
Exhibits 32: Chart on Comparison by Type
Exhibits 33: Data Table on Comparison by Type
Exhibits 34: Chart on Stock funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 35: Data Table on Stock funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 36: Chart on Stock funds - Year-over-year growth 2022-2027 (%)
Exhibits 37: Data Table on Stock funds - Year-over-year growth 2022-2027 (%)
Exhibits 38: Chart on Bond funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 39: Data Table on Bond funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 40: Chart on Bond funds - Year-over-year growth 2022-2027 (%)
Exhibits 41: Data Table on Bond funds - Year-over-year growth 2022-2027 (%)
Exhibits 42: Chart on Money market funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 43: Data Table on Money market funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 44: Chart on Money market funds - Year-over-year growth 2022-2027 (%)
Exhibits 45: Data Table on Money market funds - Year-over-year growth 2022-2027 (%)
Exhibits 46: Chart on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 47: Data Table on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
Exhibits 48: Chart on Hybrid funds - Year-over-year growth 2022-2027 (%)
Exhibits 49: Data Table on Hybrid funds - Year-over-year growth 2022-2027 (%)
Exhibits 50: Market opportunity by Type ($ trillion)
Exhibits 51: Chart on Distribution Channel - Market share 2022-2027 (%)
Exhibits 52: Data Table on Distribution Channel - Market share 2022-2027 (%)
Exhibits 53: Chart on Comparison by Distribution Channel
Exhibits 54: Data Table on Comparison by Distribution Channel
Exhibits 55: Chart on Advice channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 56: Data Table on Advice channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 57: Chart on Advice channel - Year-over-year growth 2022-2027 (%)
Exhibits 58: Data Table on Advice channel - Year-over-year growth 2022-2027 (%)
Exhibits 59: Chart on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 60: Data Table on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 61: Chart on Retirement plan channel - Year-over-year growth 2022-2027 (%)
Exhibits 62: Data Table on Retirement plan channel - Year-over-year growth 2022-2027 (%)
Exhibits 63: Chart on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 64: Data Table on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 65: Chart on Institutional channel - Year-over-year growth 2022-2027 (%)
Exhibits 66: Data Table on Institutional channel - Year-over-year growth 2022-2027 (%)
Exhibits 67: Chart on Direct channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 68: Data Table on Direct channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 69: Chart on Direct channel - Year-over-year growth 2022-2027 (%)
Exhibits 70: Data Table on Direct channel - Year-over-year growth 2022-2027 (%)
Exhibits 71: Chart on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 72: Data Table on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
Exhibits 73: Chart on Supermarket channel - Year-over-year growth 2022-2027 (%)
Exhibits 74: Data Table on Supermarket channel - Year-over-year growth 2022-2027 (%)
Exhibits 75: Market opportunity by Distribution Channel ($ trillion)
Exhibits 76: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
Exhibits 77: Chart on Market share By Geographical Landscape 2022-2027 (%)
Exhibits 78: Data Table on Market share By Geographical Landscape 2022-2027 (%)
Exhibits 79: Chart on Geographic comparison
Exhibits 80: Data Table on Geographic comparison
Exhibits 81: Chart on North America - Market size and forecast 2022-2027 ($ trillion)
Exhibits 82: Data Table on North America - Market size and forecast 2022-2027 ($ trillion)
Exhibits 83: Chart on North America - Year-over-year growth 2022-2027 (%)
Exhibits 84: Data Table on North America - Year-over-year growth 2022-2027 (%)
Exhibits 85: Chart on Europe - Market size and forecast 2022-2027 ($ trillion)
Exhibits 86: Data Table on Europe - Market size and forecast 2022-2027 ($ trillion)
Exhibits 87: Chart on Europe - Year-over-year growth 2022-2027 (%)
Exhibits 88: Data Table on Europe - Year-over-year growth 2022-2027 (%)
Exhibits 89: Chart on APAC - Market size and forecast 2022-2027 ($ trillion)
Exhibits 90: Data Table on APAC - Market size and forecast 2022-2027 ($ trillion)
Exhibits 91: Chart on APAC - Year-over-year growth 2022-2027 (%)
Exhibits 92: Data Table on APAC - Year-over-year growth 2022-2027 (%)
Exhibits 93: Chart on South America - Market size and forecast 2022-2027 ($ trillion)
Exhibits 94: Data Table on South America - Market size and forecast 2022-2027 ($ trillion)
Exhibits 95: Chart on South America - Year-over-year growth 2022-2027 (%)
Exhibits 96: Data Table on South America - Year-over-year growth 2022-2027 (%)
Exhibits 97: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
Exhibits 98: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
Exhibits 99: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits 100: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
Exhibits 101: Chart on US - Market size and forecast 2022-2027 ($ trillion)
Exhibits 102: Data Table on US - Market size and forecast 2022-2027 ($ trillion)
Exhibits 103: Chart on US - Year-over-year growth 2022-2027 (%)
Exhibits 104: Data Table on US - Year-over-year growth 2022-2027 (%)
Exhibits 105: Chart on China - Market size and forecast 2022-2027 ($ trillion)
Exhibits 106: Data Table on China - Market size and forecast 2022-2027 ($ trillion)
Exhibits 107: Chart on China - Year-over-year growth 2022-2027 (%)
Exhibits 108: Data Table on China - Year-over-year growth 2022-2027 (%)
Exhibits 109: Chart on Germany - Market size and forecast 2022-2027 ($ trillion)
Exhibits 110: Data Table on Germany - Market size and forecast 2022-2027 ($ trillion)
Exhibits 111: Chart on Germany - Year-over-year growth 2022-2027 (%)
Exhibits 112: Data Table on Germany - Year-over-year growth 2022-2027 (%)
Exhibits 113: Chart on France - Market size and forecast 2022-2027 ($ trillion)
Exhibits 114: Data Table on France - Market size and forecast 2022-2027 ($ trillion)
Exhibits 115: Chart on France - Year-over-year growth 2022-2027 (%)
Exhibits 116: Data Table on France - Year-over-year growth 2022-2027 (%)
Exhibits 117: Chart on Australia - Market size and forecast 2022-2027 ($ trillion)
Exhibits 118: Data Table on Australia - Market size and forecast 2022-2027 ($ trillion)
Exhibits 119: Chart on Australia - Year-over-year growth 2022-2027 (%)
Exhibits 120: Data Table on Australia - Year-over-year growth 2022-2027 (%)
Exhibits 121: Market opportunity By Geographical Landscape ($ trillion)
Exhibits 122: Impact of drivers and challenges in 2022 and 2027
Exhibits 123: Overview on Criticality of inputs and Factors of differentiation
Exhibits 124: Overview on factors of disruption
Exhibits 125: Impact of key risks on business
Exhibits 126: Vendors covered
Exhibits 127: Matrix on vendor position and classification
Exhibits 128: Aditya Birla Management Corp. Pvt. Ltd. - Overview
Exhibits 129: Aditya Birla Management Corp. Pvt. Ltd. - Product/Service
Exhibits 130: Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
Exhibits 131: Amundi Austria GmbH - Overview
Exhibits 132: Amundi Austria GmbH - Product/Service
Exhibits 133: Amundi Austria GmbH - Key offerings
Exhibits 134: Axis Asset Management Co. Ltd. - Overview
Exhibits 135: Axis Asset Management Co. Ltd. - Product/Service
Exhibits 136: Axis Asset Management Co. Ltd. - Key offerings
Exhibits 137: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
Exhibits 138: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product/Service
Exhibits 139: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
Exhibits 140: BlackRock Inc. - Overview
Exhibits 141: BlackRock Inc. - Product/Service
Exhibits 142: BlackRock Inc. - Key offerings
Exhibits 143: BNY Mellon Securities Corp. - Overview
Exhibits 144: BNY Mellon Securities Corp. - Business segments
Exhibits 145: BNY Mellon Securities Corp. - Key offerings
Exhibits 146: BNY Mellon Securities Corp. - Segment focus
Exhibits 147: Canara Robeco Asset Management Co. - Overview
Exhibits 148: Canara Robeco Asset Management Co. - Product/Service
Exhibits 149: Canara Robeco Asset Management Co. - Key offerings
Exhibits 150: DSP Investment Managers Pvt. Ltd. - Overview
Exhibits 151: DSP Investment Managers Pvt. Ltd. - Business segments
Exhibits 152: DSP Investment Managers Pvt. Ltd. - Key offerings
Exhibits 153: DSP Investment Managers Pvt. Ltd. - Segment focus
Exhibits 154: FMR LLC - Overview
Exhibits 155: FMR LLC - Product/Service
Exhibits 156: FMR LLC - Key offerings
Exhibits 157: JPMorgan Chase and Co. - Overview
Exhibits 158: JPMorgan Chase and Co. - Business segments
Exhibits 159: JPMorgan Chase and Co. - Key offerings
Exhibits 160: JPMorgan Chase and Co. - Segment focus
Exhibits 161: PIMCO - Overview
Exhibits 162: PIMCO - Product/Service
Exhibits 163: PIMCO - Key offerings
Exhibits 164: State Street Global Advisors - Overview
Exhibits 165: State Street Global Advisors - Business segments
Exhibits 166: State Street Global Advisors - Key offerings
Exhibits 167: State Street Global Advisors - Segment focus
Exhibits 168: The Capital Group Companies Inc. - Overview
Exhibits 169: The Capital Group Companies Inc. - Product/Service
Exhibits 170: The Capital Group Companies Inc. - Key offerings
Exhibits 171: The Charles Schwab Corp. - Overview
Exhibits 172: The Charles Schwab Corp. - Business segments
Exhibits 173: The Charles Schwab Corp. - Key offerings
Exhibits 174: The Charles Schwab Corp. - Segment focus
Exhibits 175: The Vanguard Group Inc. - Overview
Exhibits 176: The Vanguard Group Inc. - Product/Service
Exhibits 177: The Vanguard Group Inc. - Key offerings
Exhibits 178: Inclusions checklist
Exhibits 179: Exclusions checklist
Exhibits 180: Currency conversion rates for US$
Exhibits 181: Research methodology
Exhibits 182: Validation techniques employed for market sizing
Exhibits 183: Information sources
Exhibits 184: List of abbreviations

Executive Summary

The publisher recognizes the following companies as the key players in the global mutual funds market: Aditya Birla Management Corp. Pvt. Ltd., Amundi Austria GmbH, Baroda BNP Paribas Asset Management India Pvt. Ltd., BlackRock Inc., BNY Mellon Securities Corp., Canara Robeco Asset Management Co., DSP Investment Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, Franklin Templeton, HDFC Ltd., ICICI Prudential Asset Management Co. Ltd., IDFC Mutual Fund, JPMorgan Chase and Co., State Street Global Advisors, The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc., Axis Asset Management Co. Ltd., and PIMCO.

Commenting on the report, an analyst from the publisher said: 'The latest trend gaining momentum in the market is the growth of mutual fund assets in developing nations.'

According to the report, one of the major drivers for this market is market liquidity.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market and vendor landscape in addition to a SWOT analysis of the key vendors.

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Aditya Birla Management Corp. Pvt. Ltd.
  • Amundi Austria GmbH
  • Baroda BNP Paribas Asset Management India Pvt. Ltd.
  • BlackRock Inc.
  • BNY Mellon Securities Corp.
  • Canara Robeco Asset Management Co.
  • DSP Investment Managers Pvt. Ltd.
  • Edelweiss Asset Management Ltd.
  • FMR LLC
  • Franklin Templeton
  • HDFC Ltd.
  • ICICI Prudential Asset Management Co. Ltd.
  • IDFC Mutual Fund
  • JPMorgan Chase and Co.
  • State Street Global Advisors
  • The Capital Group Companies Inc.
  • The Charles Schwab Corp.
  • The Vanguard Group Inc.
  • Axis Asset Management Co. Ltd.
  • PIMCO