+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

Mutual Fund Assets Market by Fund Type, Distribution Channel, Type: Global Opportunity Analysis and Industry Forecast, 2025-2034

  • PDF Icon

    Report

  • 256 Pages
  • August 2025
  • Region: Global
  • Allied Market Research
  • ID: 6218015
The mutual fund assets market was valued at $55.85 trillion in 2024 and is estimated to reach $95.81 trillion by 2034, exhibiting a CAGR of 5.4% from 2025 to 2034.

Mutual fund assets refer to the total market value of all investments held by a mutual fund at a specific point in time. These assets typically include a mix of financial instruments such as stocks, bonds, money market securities, and other holdings managed by the fund manager on behalf of investors. Commonly known as Assets Under Management (AUM), this figure reflects the overall size and financial health of the mutual fund.

The growth of the mutual fund market is positively influenced by rising financial literacy, increased awareness, and the expanding use of digital distribution channels. Additionally, supportive government regulations - such as tax incentives and investor protection policies - are expected to further boost market expansion during the forecast period. The growing demand for customized and goal-oriented products, including retirement and child-education funds, also presents significant growth opportunities. Moreover, increased participation from millennials and Gen Z - fueled by mobile-first platforms and robo-advisors - is anticipated to drive further market growth.

Moreover, the surge in technological advancements, such as AI-driven investment platforms and automated portfolio management tools, positively impacts the growth of the market. However, the lack of personalized advisory services, along with high management fees and associated expenses, are expected to hamper market growth. Conversely, the upsurge in tokenized mutual funds and the integration of blockchain technology for enhanced transparency and security are expected to drive market growth. Mutual fund distribution is increasingly powered by fintech, robo-advisors, AI-driven analytics, and blockchain-based settlement and KYC, enhancing scalability and transparency.

In addition, the surge in the inclination of younger investors toward digital investment platforms, coupled with upsurge in cross-border investment opportunities, presents remunerative opportunities for the expansion of the global mutual fund assets market during the forecast period.

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

The key market players operating in the mutual assets market include BlackRock, Inc., The Vanguard Group, Inc., Charles Schwab & Co., Inc., JPMorgan Chase & Co., State Street Corporation, Deutsche Bank AG, Schroders plc, Franklin Templeton, Fidelity Investment, Invesco Ltd., T.Rowe Price Group, PIMCO, Capital Group, BNP Paribas, Goldman Sachs, Banco do Brasil, Sanlam investments, Nikko Asset Management Co., Ltd., Morgan Stanley, and Mirae Asset Financial Group.

Additional benefits you will get with this purchase are:

  • Quarterly update with the purchase of an enterprise license.
  • 5 additional company profiles of your choice, pre- or post-purchase, as a free update.
  • Free version update with the purchase of an Enterprise User License.
  • 16 hours of analyst support.
  • 15% free customization (Equivalent to 3 working days of work, applicable once).
  • Free data pack (Excel) with the purchase of an Enterprise User License.
  • Free updated report if the report is 6-12 months old or older.
  • 24-hour priority response.
  • Free industry updates and white papers.

Further possible customization (additional cost and timeline):

  • Technology Trend Analysis
  • Regulatory Guidelines
  • Additional company profiles with specific to client's interest
  • Additional country or region analysis - market size and forecast
  • Expanded list for Company Profiles
  • Historic market data
  • SWOT Analysis

Key Market Segments

By FUND TYPE

  • EQUITY FUNDS
  • BOND FUNDS
  • MONEY MARKET FUNDS
  • HYBRID AND OTHER FUNDS

By DISTRIBUTION CHANNEL

  • BANKS
  • FINANCIAL ADVISORS / BROKERS
  • DIRECT SELLERS
  • OTHERS

By TYPE

  • Active
  • Passive

By Region

  • North America
  • U.S.
  • Canada
  • Europe
  • UK
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Asia-Pacific
  • China
  • Japan
  • India
  • Australia
  • South Korea
  • Rest of Asia-Pacific
  • LAMEA
  • Latin America
  • Middle East
  • Africa

Key Market Players

  • BlackRock, Inc.
  • The Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • JPMorgan Chase & Co.
  • Deutsche Bank AG
  • Schroders plc
  • Goldman Sachs
  • Morgan Stanley
  • Franklin Templeton
  • Capital Group
  • BNP Paribas
  • Banco do Brasil S.A.
  • Fidelity Investment
  • Mirae Asset Financial Group
  • State Street Corporation
  • Invesco Ltd.
  • Nikko Asset Management Co., Ltd.
  • PIMCO
  • Sanlam Investments
  • T. Rowe Price Group, Inc.

Table of Contents

CHAPTER 1: INTRODUCTION
1.1. Report description
1.2. Key market segments
1.3. Key benefits to the stakeholders
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 OVERVIEW
3.1. Market definition and scope
3.2. Key findings
3.2.1. Top impacting factors
3.2.2. Top investment pockets
3.3. Porter’s five forces analysis
3.3.1. Moderate bargaining power of suppliers
3.3.2. Moderate threat of new entrants
3.3.3. Low threat of substitutes
3.3.4. Moderate to high intensity of rivalry
3.3.5. High bargaining power of buyers
3.4. Market dynamics
3.4.1. Drivers
3.4.1.1. Rising financial literacy and awareness
3.4.1.2. Increasing use of digital distribution channels
3.4.1.3. Favorable regulatory framework
3.4.2. Restraints
3.4.2.1. Lack of personalized advisory
3.4.2.2. High management fees and expenses
3.4.3. Opportunities
3.4.3.1. Customized and goal-based products
CHAPTER 4: MUTUAL FUND ASSETS MARKET, BY FUND TYPE
4.1. Overview
4.1.1. Market size and forecast
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 share 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 share 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 share analysis by country
4.5. HYBRID AND 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 share analysis by country
CHAPTER 5: MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL
5.1. Overview
5.1.1. Market size and forecast
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 share 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 share 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 share 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 share analysis by country
CHAPTER 6: MUTUAL FUND ASSETS MARKET, BY TYPE
6.1. Overview
6.1.1. Market size and forecast
6.2. Active
6.2.1. Key market trends, growth factors and opportunities
6.2.2. Market size and forecast, by region
6.2.3. Market share analysis by country
6.3. Passive
6.3.1. Key market trends, growth factors and opportunities
6.3.2. Market size and forecast, by region
6.3.3. Market share analysis by country
CHAPTER 7: MUTUAL FUND ASSETS MARKET, BY REGION
7.1. Overview
7.1.1. Market size and forecast By Region
7.2. North America
7.2.1. Key market trends, growth factors 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 TYPE
7.2.5. Market size and forecast, by country
7.2.5.1. U.S.
7.2.5.1.1. Market size and forecast, by FUND TYPE
7.2.5.1.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.2.5.1.3. Market size and forecast, by TYPE
7.2.5.2. Canada
7.2.5.2.1. Market size and forecast, by FUND TYPE
7.2.5.2.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.2.5.2.3. Market size and forecast, by TYPE
7.3. Europe
7.3.1. Key market trends, growth factors 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 TYPE
7.3.5. Market size and forecast, by country
7.3.5.1. UK
7.3.5.1.1. Market size and forecast, by FUND TYPE
7.3.5.1.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.1.3. Market size and forecast, by TYPE
7.3.5.2. Germany
7.3.5.2.1. Market size and forecast, by FUND TYPE
7.3.5.2.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.2.3. Market size and forecast, by TYPE
7.3.5.3. France
7.3.5.3.1. Market size and forecast, by FUND TYPE
7.3.5.3.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.3.3. Market size and forecast, by TYPE
7.3.5.4. Italy
7.3.5.4.1. Market size and forecast, by FUND TYPE
7.3.5.4.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.4.3. Market size and forecast, by TYPE
7.3.5.5. Spain
7.3.5.5.1. Market size and forecast, by FUND TYPE
7.3.5.5.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.5.3. Market size and forecast, by TYPE
7.3.5.6. Rest of Europe
7.3.5.6.1. Market size and forecast, by FUND TYPE
7.3.5.6.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.3.5.6.3. Market size and forecast, by TYPE
7.4. Asia-Pacific
7.4.1. Key market trends, growth factors 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 TYPE
7.4.5. Market size and forecast, by country
7.4.5.1. China
7.4.5.1.1. Market size and forecast, by FUND TYPE
7.4.5.1.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.1.3. Market size and forecast, by TYPE
7.4.5.2. Japan
7.4.5.2.1. Market size and forecast, by FUND TYPE
7.4.5.2.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.2.3. Market size and forecast, by TYPE
7.4.5.3. India
7.4.5.3.1. Market size and forecast, by FUND TYPE
7.4.5.3.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.3.3. Market size and forecast, by TYPE
7.4.5.4. Australia
7.4.5.4.1. Market size and forecast, by FUND TYPE
7.4.5.4.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.4.3. Market size and forecast, by TYPE
7.4.5.5. South Korea
7.4.5.5.1. Market size and forecast, by FUND TYPE
7.4.5.5.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.5.3. Market size and forecast, by TYPE
7.4.5.6. Rest of Asia-Pacific
7.4.5.6.1. Market size and forecast, by FUND TYPE
7.4.5.6.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.4.5.6.3. Market size and forecast, by TYPE
7.5. LAMEA
7.5.1. Key market trends, growth factors 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 TYPE
7.5.5. Market size and forecast, by country
7.5.5.1. Latin America
7.5.5.1.1. Market size and forecast, by FUND TYPE
7.5.5.1.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.5.5.1.3. Market size and forecast, by TYPE
7.5.5.2. Middle East
7.5.5.2.1. Market size and forecast, by FUND TYPE
7.5.5.2.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.5.5.2.3. Market size and forecast, by TYPE
7.5.5.3. Africa
7.5.5.3.1. Market size and forecast, by FUND TYPE
7.5.5.3.2. Market size and forecast, by DISTRIBUTION CHANNEL
7.5.5.3.3. Market size and forecast, by TYPE
CHAPTER 8: COMPETITIVE LANDSCAPE
8.1. Introduction
8.2. Top winning strategies
8.3. Product mapping of top 10 player
8.4. Competitive dashboard
8.5. Competitive heatmap
8.6. Top player positioning, 2024
CHAPTER 9: COMPANY PROFILES
9.1. BlackRock, Inc.
9.1.1. Company overview
9.1.2. Key executives
9.1.3. Company snapshot
9.1.4. Operating business segments
9.1.5. Product portfolio
9.1.6. Business performance
9.1.7. Key strategic moves and developments
9.2. The Vanguard Group, Inc.
9.2.1. Company overview
9.2.2. Key executives
9.2.3. Company snapshot
9.2.4. Operating business segments
9.2.5. Product portfolio
9.2.6. Key strategic moves and developments
9.3. Charles Schwab & Co., Inc.
9.3.1. Company overview
9.3.2. Key executives
9.3.3. Company snapshot
9.3.4. Operating business segments
9.3.5. Product portfolio
9.3.6. Business performance
9.3.7. Key strategic moves and developments
9.4. JPMorgan Chase & Co.
9.4.1. Company overview
9.4.2. Key executives
9.4.3. Company snapshot
9.4.4. Operating business segments
9.4.5. Product portfolio
9.4.6. Business performance
9.4.7. Key strategic moves and developments
9.5. State Street Corporation
9.5.1. Company overview
9.5.2. Key executives
9.5.3. Company snapshot
9.5.4. Operating business segments
9.5.5. Product portfolio
9.5.6. Business performance
9.5.7. Key strategic moves and developments
9.6. Deutsche Bank AG
9.6.1. Company overview
9.6.2. Key executives
9.6.3. Company snapshot
9.6.4. Operating business segments
9.6.5. Product portfolio
9.6.6. Business performance
9.6.7. Key strategic moves and developments
9.7. Schroders plc
9.7.1. Company overview
9.7.2. Key executives
9.7.3. Company snapshot
9.7.4. Operating business segments
9.7.5. Product portfolio
9.7.6. Business performance
9.7.7. Key strategic moves and developments
9.8. Franklin Templeton
9.8.1. Company overview
9.8.2. Key executives
9.8.3. Company snapshot
9.8.4. Operating business segments
9.8.5. Product portfolio
9.8.6. Business performance
9.8.7. Key strategic moves and developments
9.9. Fidelity Investment
9.9.1. Company overview
9.9.2. Key executives
9.9.3. Company snapshot
9.9.4. Operating business segments
9.9.5. Product portfolio
9.9.6. Key strategic moves and developments
9.10. Invesco Ltd.
9.10.1. Company overview
9.10.2. Key executives
9.10.3. Company snapshot
9.10.4. Operating business segments
9.10.5. Product portfolio
9.10.6. Business performance
9.10.7. Key strategic moves and developments
9.11. T. Rowe Price Group, Inc.
9.11.1. Company overview
9.11.2. Key executives
9.11.3. Company snapshot
9.11.4. Operating business segments
9.11.5. Product portfolio
9.11.6. Business performance
9.11.7. Key strategic moves and developments
9.12. PIMCO
9.12.1. Company overview
9.12.2. Key executives
9.12.3. Company snapshot
9.12.4. Operating business segments
9.12.5. Product portfolio
9.12.6. Key strategic moves and developments
9.13. Capital Group
9.13.1. Company overview
9.13.2. Key executives
9.13.3. Company snapshot
9.13.4. Operating business segments
9.13.5. Product portfolio
9.13.6. Key strategic moves and developments
9.14. BNP Paribas
9.14.1. Company overview
9.14.2. Key executives
9.14.3. Company snapshot
9.14.4. Operating business segments
9.14.5. Product portfolio
9.14.6. Business performance
9.14.7. Key strategic moves and developments
9.15. Goldman Sachs
9.15.1. Company overview
9.15.2. Key executives
9.15.3. Company snapshot
9.15.4. Operating business segments
9.15.5. Product portfolio
9.15.6. Business performance
9.15.7. Key strategic moves and developments
9.16. Banco do Brasil S.A.
9.16.1. Company overview
9.16.2. Key executives
9.16.3. Company snapshot
9.16.4. Operating business segments
9.16.5. Product portfolio
9.16.6. Business performance
9.16.7. Key strategic moves and developments
9.17. Sanlam Investments
9.17.1. Company overview
9.17.2. Key executives
9.17.3. Company snapshot
9.17.4. Operating business segments
9.17.5. Product portfolio
9.17.6. Business performance
9.18. Nikko Asset Management Co., Ltd.
9.18.1. Company overview
9.18.2. Key executives
9.18.3. Company snapshot
9.18.4. Operating business segments
9.18.5. Product portfolio
9.18.6. Key strategic moves and developments
9.19. Morgan Stanley
9.19.1. Company overview
9.19.2. Key executives
9.19.3. Company snapshot
9.19.4. Operating business segments
9.19.5. Product portfolio
9.19.6. Business performance
9.20. Mirae Asset Financial Group
9.20.1. Company overview
9.20.2. Key executives
9.20.3. Company snapshot
9.20.4. Operating business segments
9.20.5. Product portfolio
9.20.6. Key strategic moves and developments
LIST OF TABLES
TABLE 1. GLOBAL MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 2. MUTUAL FUND ASSETS MARKET FOR EQUITY FUNDS, BY REGION, 2024-2034 ($BILLION)
TABLE 3. MUTUAL FUND ASSETS MARKET FOR BOND FUNDS, BY REGION, 2024-2034 ($BILLION)
TABLE 4. MUTUAL FUND ASSETS MARKET FOR MONEY MARKET FUNDS, BY REGION, 2024-2034 ($BILLION)
TABLE 5. MUTUAL FUND ASSETS MARKET FOR HYBRID AND OTHER FUNDS, BY REGION, 2024-2034 ($BILLION)
TABLE 6. GLOBAL MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 7. MUTUAL FUND ASSETS MARKET FOR BANKS, BY REGION, 2024-2034 ($BILLION)
TABLE 8. MUTUAL FUND ASSETS MARKET FOR FINANCIAL ADVISORS / BROKERS, BY REGION, 2024-2034 ($BILLION)
TABLE 9. MUTUAL FUND ASSETS MARKET FOR DIRECT SELLERS, BY REGION, 2024-2034 ($BILLION)
TABLE 10. MUTUAL FUND ASSETS MARKET FOR OTHERS, BY REGION, 2024-2034 ($BILLION)
TABLE 11. GLOBAL MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 12. MUTUAL FUND ASSETS MARKET FOR ACTIVE, BY REGION, 2024-2034 ($BILLION)
TABLE 13. MUTUAL FUND ASSETS MARKET FOR PASSIVE, BY REGION, 2024-2034 ($BILLION)
TABLE 14. MUTUAL FUND ASSETS MARKET, BY REGION, 2024-2034 ($BILLION)
TABLE 15. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 16. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 17. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 18. NORTH AMERICA MUTUAL FUND ASSETS MARKET, BY COUNTRY, 2024-2034 ($BILLION)
TABLE 19. U.S. MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 20. U.S. MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 21. U.S. MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 22. CANADA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 23. CANADA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 24. CANADA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 25. EUROPE MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 26. EUROPE MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 27. EUROPE MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 28. EUROPE MUTUAL FUND ASSETS MARKET, BY COUNTRY, 2024-2034 ($BILLION)
TABLE 29. UK MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 30. UK MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 31. UK MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 32. GERMANY MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 33. GERMANY MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 34. GERMANY MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 35. FRANCE MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 36. FRANCE MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 37. FRANCE MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 38. ITALY MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 39. ITALY MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 40. ITALY MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 41. SPAIN MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 42. SPAIN MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 43. SPAIN MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 44. REST OF EUROPE MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 45. REST OF EUROPE MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 46. REST OF EUROPE MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 47. ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 48. ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 49. ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 50. ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY COUNTRY, 2024-2034 ($BILLION)
TABLE 51. CHINA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 52. CHINA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 53. CHINA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 54. JAPAN MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 55. JAPAN MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 56. JAPAN MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 57. INDIA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 58. INDIA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 59. INDIA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 60. AUSTRALIA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 61. AUSTRALIA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 62. AUSTRALIA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 63. SOUTH KOREA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 64. SOUTH KOREA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 65. SOUTH KOREA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 66. REST OF ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 67. REST OF ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 68. REST OF ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 69. LAMEA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 70. LAMEA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 71. LAMEA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 72. LAMEA MUTUAL FUND ASSETS MARKET, BY COUNTRY, 2024-2034 ($BILLION)
TABLE 73. LATIN AMERICA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 74. LATIN AMERICA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 75. LATIN AMERICA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 76. MIDDLE EAST MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 77. MIDDLE EAST MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 78. MIDDLE EAST MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 79. AFRICA MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024-2034 ($BILLION)
TABLE 80. AFRICA MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024-2034 ($BILLION)
TABLE 81. AFRICA MUTUAL FUND ASSETS MARKET, BY TYPE, 2024-2034 ($BILLION)
TABLE 82. BLACKROCK, INC.: KEY EXECUTIVES
TABLE 83. BLACKROCK, INC.: COMPANY SNAPSHOT
TABLE 84. BLACKROCK, INC.: PRODUCT SEGMENTS
TABLE 85. BLACKROCK, INC.: SERVICE SEGMENTS
TABLE 86. BLACKROCK, INC.: PRODUCT PORTFOLIO
TABLE 87. BLACKROCK, INC.: KEY STRATERGIES
TABLE 88. THE VANGUARD GROUP, INC.: KEY EXECUTIVES
TABLE 89. THE VANGUARD GROUP, INC.: COMPANY SNAPSHOT
TABLE 90. THE VANGUARD GROUP, INC.: PRODUCT SEGMENTS
TABLE 91. THE VANGUARD GROUP, INC.: SERVICE SEGMENTS
TABLE 92. THE VANGUARD GROUP, INC.: PRODUCT PORTFOLIO
TABLE 93. THE VANGUARD GROUP, INC.: KEY STRATERGIES
TABLE 94. CHARLES SCHWAB & CO., INC.: KEY EXECUTIVES
TABLE 95. CHARLES SCHWAB & CO., INC.: COMPANY SNAPSHOT
TABLE 96. CHARLES SCHWAB & CO., INC.: PRODUCT SEGMENTS
TABLE 97. CHARLES SCHWAB & CO., INC.: SERVICE SEGMENTS
TABLE 98. CHARLES SCHWAB & CO., INC.: PRODUCT PORTFOLIO
TABLE 99. CHARLES SCHWAB & CO., INC.: KEY STRATERGIES
TABLE 100. JPMORGAN CHASE & CO.: KEY EXECUTIVES
TABLE 101. JPMORGAN CHASE & CO.: COMPANY SNAPSHOT
TABLE 102. JPMORGAN CHASE & CO.: SERVICE SEGMENTS
TABLE 103. JPMORGAN CHASE & CO.: PRODUCT PORTFOLIO
TABLE 104. JPMORGAN CHASE & CO.: KEY STRATERGIES
TABLE 105. STATE STREET CORPORATION: KEY EXECUTIVES
TABLE 106. STATE STREET CORPORATION: COMPANY SNAPSHOT
TABLE 107. STATE STREET CORPORATION: PRODUCT SEGMENTS
TABLE 108. STATE STREET CORPORATION: PRODUCT PORTFOLIO
TABLE 109. STATE STREET CORPORATION: KEY STRATERGIES
TABLE 110. DEUTSCHE BANK AG: KEY EXECUTIVES
TABLE 111. DEUTSCHE BANK AG: COMPANY SNAPSHOT
TABLE 112. DEUTSCHE BANK AG: PRODUCT SEGMENTS
TABLE 113. DEUTSCHE BANK AG: SERVICE SEGMENTS
TABLE 114. DEUTSCHE BANK AG: PRODUCT PORTFOLIO
TABLE 115. DEUTSCHE BANK AG: KEY STRATERGIES
TABLE 116. SCHRODERS PLC: KEY EXECUTIVES
TABLE 117. SCHRODERS PLC: COMPANY SNAPSHOT
TABLE 118. SCHRODERS PLC: SERVICE SEGMENTS
TABLE 119. SCHRODERS PLC: PRODUCT PORTFOLIO
TABLE 120. SCHRODERS PLC: KEY STRATERGIES
TABLE 121. FRANKLIN TEMPLETON: KEY EXECUTIVES
TABLE 122. FRANKLIN TEMPLETON: COMPANY SNAPSHOT
TABLE 123. FRANKLIN TEMPLETON: PRODUCT SEGMENTS
TABLE 124. FRANKLIN TEMPLETON: PRODUCT PORTFOLIO
TABLE 125. FRANKLIN TEMPLETON: KEY STRATERGIES
TABLE 126. FIDELITY INVESTMENT: KEY EXECUTIVES
TABLE 127. FIDELITY INVESTMENT: COMPANY SNAPSHOT
TABLE 128. FIDELITY INVESTMENT: PRODUCT SEGMENTS
TABLE 129. FIDELITY INVESTMENT: PRODUCT PORTFOLIO
TABLE 130. FIDELITY INVESTMENT: KEY STRATERGIES
TABLE 131. INVESCO LTD.: KEY EXECUTIVES
TABLE 132. INVESCO LTD.: COMPANY SNAPSHOT
TABLE 133. INVESCO LTD.: PRODUCT SEGMENTS
TABLE 134. INVESCO LTD.: PRODUCT PORTFOLIO
TABLE 135. INVESCO LTD.: KEY STRATERGIES
TABLE 136. T. ROWE PRICE GROUP, INC.: KEY EXECUTIVES
TABLE 137. T. ROWE PRICE GROUP, INC.: COMPANY SNAPSHOT
TABLE 138. T. ROWE PRICE GROUP, INC.: PRODUCT SEGMENTS
TABLE 139. T. ROWE PRICE GROUP, INC.: PRODUCT PORTFOLIO
TABLE 140. T. ROWE PRICE GROUP, INC.: KEY STRATERGIES
TABLE 141. PIMCO: KEY EXECUTIVES
TABLE 142. PIMCO: COMPANY SNAPSHOT
TABLE 143. PIMCO: PRODUCT SEGMENTS
TABLE 144. PIMCO: PRODUCT PORTFOLIO
TABLE 145. PIMCO: KEY STRATERGIES
TABLE 146. CAPITAL GROUP: KEY EXECUTIVES
TABLE 147. CAPITAL GROUP: COMPANY SNAPSHOT
TABLE 148. CAPITAL GROUP: PRODUCT SEGMENTS
TABLE 149. CAPITAL GROUP: PRODUCT PORTFOLIO
TABLE 150. CAPITAL GROUP: KEY STRATERGIES
TABLE 151. BNP PARIBAS: KEY EXECUTIVES
TABLE 152. BNP PARIBAS: COMPANY SNAPSHOT
TABLE 153. BNP PARIBAS: SERVICE SEGMENTS
TABLE 154. BNP PARIBAS: PRODUCT PORTFOLIO
TABLE 155. BNP PARIBAS: KEY STRATERGIES
TABLE 156. GOLDMAN SACHS: KEY EXECUTIVES
TABLE 157. GOLDMAN SACHS: COMPANY SNAPSHOT
TABLE 158. GOLDMAN SACHS: SERVICE SEGMENTS
TABLE 159. GOLDMAN SACHS: PRODUCT PORTFOLIO
TABLE 160. GOLDMAN SACHS: KEY STRATERGIES
TABLE 161. BANCO DO BRASIL S.A.: KEY EXECUTIVES
TABLE 162. BANCO DO BRASIL S.A.: COMPANY SNAPSHOT
TABLE 163. BANCO DO BRASIL S.A.: PRODUCT SEGMENTS
TABLE 164. BANCO DO BRASIL S.A.: PRODUCT PORTFOLIO
TABLE 165. BANCO DO BRASIL S.A.: KEY STRATERGIES
TABLE 166. SANLAM INVESTMENTS: KEY EXECUTIVES
TABLE 167. SANLAM INVESTMENTS: COMPANY SNAPSHOT
TABLE 168. SANLAM INVESTMENTS: PRODUCT SEGMENTS
TABLE 169. SANLAM INVESTMENTS: PRODUCT PORTFOLIO
TABLE 170. NIKKO ASSET MANAGEMENT CO., LTD.: KEY EXECUTIVES
TABLE 171. NIKKO ASSET MANAGEMENT CO., LTD.: COMPANY SNAPSHOT
TABLE 172. NIKKO ASSET MANAGEMENT CO., LTD.: PRODUCT SEGMENTS
TABLE 173. NIKKO ASSET MANAGEMENT CO., LTD.: PRODUCT PORTFOLIO
TABLE 174. NIKKO ASSET MANAGEMENT CO., LTD.: KEY STRATERGIES
TABLE 175. MORGAN STANLEY: KEY EXECUTIVES
TABLE 176. MORGAN STANLEY: COMPANY SNAPSHOT
TABLE 177. MORGAN STANLEY: PRODUCT SEGMENTS
TABLE 178. MORGAN STANLEY: SERVICE SEGMENTS
TABLE 179. MORGAN STANLEY: PRODUCT PORTFOLIO
TABLE 180. MIRAE ASSET FINANCIAL GROUP: KEY EXECUTIVES
TABLE 181. MIRAE ASSET FINANCIAL GROUP: COMPANY SNAPSHOT
TABLE 182. MIRAE ASSET FINANCIAL GROUP: PRODUCT SEGMENTS
TABLE 183. MIRAE ASSET FINANCIAL GROUP: PRODUCT PORTFOLIO
TABLE 184. MIRAE ASSET FINANCIAL GROUP: KEY STRATERGIES
LIST OF FIGURES
FIGURE 1. MUTUAL FUND ASSETS MARKET, 2024-2034
FIGURE 2. SEGMENTATION OF MUTUAL FUND ASSETS MARKET,2024-2034
FIGURE 3. TOP IMPACTING FACTORS IN MUTUAL FUND ASSETS MARKET (2024 TO 2034)
FIGURE 4. TOP INVESTMENT POCKETS IN MUTUAL FUND ASSETS MARKET (2025-2034)
FIGURE 5. MODERATE BARGAINING POWER OF SUPPLIERS
FIGURE 6. MODERATE THREAT OF NEW ENTRANTS
FIGURE 7. LOW THREAT OF SUBSTITUTES
FIGURE 8. MODERATE TO HIGH INTENSITY OF RIVALRY
FIGURE 9. HIGH BARGAINING POWER OF BUYERS
FIGURE 10. GLOBAL MUTUAL FUND ASSETS MARKET:DRIVERS, RESTRAINTS AND OPPORTUNITIES
FIGURE 11. MUTUAL FUND ASSETS MARKET, BY FUND TYPE, 2024 AND 2034(%)
FIGURE 12. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR EQUITY FUNDS, BY COUNTRY 2024 AND 2034(%)
FIGURE 13. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR BOND FUNDS, BY COUNTRY 2024 AND 2034(%)
FIGURE 14. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR MONEY MARKET FUNDS, BY COUNTRY 2024 AND 2034(%)
FIGURE 15. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR HYBRID AND OTHER FUNDS, BY COUNTRY 2024 AND 2034(%)
FIGURE 16. MUTUAL FUND ASSETS MARKET, BY DISTRIBUTION CHANNEL, 2024 AND 2034(%)
FIGURE 17. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR BANKS, BY COUNTRY 2024 AND 2034(%)
FIGURE 18. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR FINANCIAL ADVISORS / BROKERS, BY COUNTRY 2024 AND 2034(%)
FIGURE 19. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR DIRECT SELLERS, BY COUNTRY 2024 AND 2034(%)
FIGURE 20. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR OTHERS, BY COUNTRY 2024 AND 2034(%)
FIGURE 21. MUTUAL FUND ASSETS MARKET, BY TYPE, 2024 AND 2034(%)
FIGURE 22. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR ACTIVE, BY COUNTRY 2024 AND 2034(%)
FIGURE 23. COMPARATIVE SHARE ANALYSIS OF MUTUAL FUND ASSETS MARKET FOR PASSIVE, BY COUNTRY 2024 AND 2034(%)
FIGURE 24. MUTUAL FUND ASSETS MARKET BY REGION, 2024 AND 2034(%)
FIGURE 25. U.S. MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 26. CANADA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 27. UK MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 28. GERMANY MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 29. FRANCE MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 30. ITALY MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 31. SPAIN MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 32. REST OF EUROPE MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 33. CHINA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 34. JAPAN MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 35. INDIA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 36. AUSTRALIA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 37. SOUTH KOREA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 38. REST OF ASIA-PACIFIC MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 39. LATIN AMERICA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 40. MIDDLE EAST MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 41. AFRICA MUTUAL FUND ASSETS MARKET, 2024-2034 ($BILLION)
FIGURE 42. TOP WINNING STRATEGIES, BY YEAR (2024-2025)
FIGURE 43. TOP WINNING STRATEGIES, BY DEVELOPMENT (2024-2025)
FIGURE 44. TOP WINNING STRATEGIES, BY COMPANY (2024-2025)
FIGURE 45. PRODUCT MAPPING OF TOP 10 PLAYERS
FIGURE 46. COMPETITIVE DASHBOARD
FIGURE 47. COMPETITIVE HEATMAP: MUTUAL FUND ASSETS MARKET
FIGURE 48. TOP PLAYER POSITIONING, 2024
FIGURE 49. BLACKROCK, INC.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 50. BLACKROCK, INC.: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 51. CHARLES SCHWAB & CO., INC.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 52. CHARLES SCHWAB & CO., INC.: REVENUE SHARE BY SEGMENT, 2024 (%)
FIGURE 53. JPMORGAN CHASE & CO.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 54. JPMORGAN CHASE & CO.: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 55. STATE STREET CORPORATION: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 56. DEUTSCHE BANK AG: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 57. DEUTSCHE BANK AG: REVENUE SHARE BY SEGMENT, 2024 (%)
FIGURE 58. DEUTSCHE BANK AG: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 59. SCHRODERS PLC: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 60. SCHRODERS PLC: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 61. SCHRODERS PLC: REVENUE SHARE BY SEGMENT, 2024 (%)
FIGURE 62. FRANKLIN TEMPLETON: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 63. FRANKLIN TEMPLETON: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 64. INVESCO LTD.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 65. T. ROWE PRICE GROUP, INC.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 66. BNP PARIBAS: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 67. GOLDMAN SACHS: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 68. GOLDMAN SACHS: REVENUE SHARE BY SEGMENT, 2024 (%)
FIGURE 69. GOLDMAN SACHS: REVENUE SHARE BY REGION, 2024 (%)
FIGURE 70. BANCO DO BRASIL S.A.: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 71. SANLAM INVESTMENTS: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 72. MORGAN STANLEY: NET REVENUE, 2022-2024 ($MILLION)
FIGURE 73. MORGAN STANLEY: REVENUE SHARE BY REGION, 2024 (%)

Companies Mentioned

  • BlackRock, Inc.
  • The Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • JPMorgan Chase & Co.
  • Deutsche Bank AG
  • Schroders plc
  • Goldman Sachs
  • Morgan Stanley
  • Franklin Templeton
  • Capital Group
  • BNP Paribas
  • Banco do Brasil S.A.
  • Fidelity Investment
  • Mirae Asset Financial Group
  • State Street Corporation
  • Invesco Ltd.
  • Nikko Asset Management Co., Ltd.
  • PIMCO
  • Sanlam Investments
  • T. Rowe Price Group, Inc.

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.

Loading
LOADING...