Global Mutual Fund Assets Market Research Report: Forecast (2023-2028)

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,... ... Type (Institutional, Individual), By Region (North America, South America, Europe, The Middle East & Africa, Asia-Pacific), By Company (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.) Read more

  • FinTech
  • Apr 2023
  • 194
  • PDF, Excel, PPT

Market Definition

Mutual Funds (MFs) are termed as a merged collection of money accumulated from a diversified group of investors to invest the collected amount in stocks, bonds, short-term debt, and other securities. By making an investment in such funds, an investor is more likely to enjoy a heterogeneous holding instead of an individual asset; thus, the leverage of automatic investing is unlocked as soon as certain investing criteria are fulfilled.

Since the market coverage is based on Mutual Funds Assets, the assets determine the allocation into three various classes: stock, bond, and short-term or "cash" investments. Along with this, MFs that are merged together as the holdings are acknowledged as its portfolio.

Market Insights & Analysis: Global Mutual Fund Assets Market (2023-28)

The Global Mutual Fund Assets Market is projected to grow at a CAGR of around 11.0% during the forecast period, i.e., 2023-28. As MFs are intended to promote investments by relatively small investors, the market is anticipated to be driven by the rising number of investments to create a better portfolio at a low cost. The other driving factors that will definitely contribute to market expansion include advanced portfolio management services, convenience & fair pricing in terms of investments, and implementation of digitalized technologies.

Report Coverage Details
Study Period Historical Data: 2018-21
Base Year: 2022
Forecast Period: 2023-28
CAGR (2023-2028) 11.0%
Regions Covered North America: US, Canada, Mexico
Europe: Germany, The UK, France, Spain, Italy, Rest of Europe
Asia-Pacific: China, India, Japan, South Korea, Australia, Rest of Asia-Pacific
South America: Brazil, Argentina, Rest of South America
Middle East & Africa: UAE, Saudi Arabia, Qatar, Egypt, South Africa, Rest of the Middle East & Africa
Key Companies Profiled 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.
Unit Denominations USD Million/Billion

 

Apart from this, the global landscape of the mutual fund asset market is on an urge to transform as a whole owing to the rising number of flexible rules and regulations, and initiatives introduced by the government of several countries.

Market Dynamics

Key Driver: Mutual Funds as the Most Preferred Investment Option for Wealth Creation

The rising prominence of investments in mutual funds owing to the compounding potential, easy liquidity, transparency in operations, and low initial investment facilitates the investors' wealth creation, thereby attracting considerable investment worldwide. Moreover, individuals' affinity for such funds has elevated with diversification across assets and reduced risks. Given this, the market has witnessed a tremendous expansion.

  1. Introduction
    1. Product Definition
    2. Research Process
    3. Assumptions
  2. Market Segmentation
  3. Executive Summary
  4. Global Mutual Fund Assets Market Regulations, Norms, & Product Standards
  5. Global Mutual Fund Assets Market Trends & Developments
  6. Global Mutual Fund Assets Market Dynamics
    1. Drivers
    2. Challenges
  7. Global Mutual Fund Assets Market Imports, Exports Statistics
  8. Global Mutual Fund Assets Market Hotspots & Opportunities
  9. Global Mutual Fund Assets Market Value Chain & Stakeholder Margin Analysis
  10. Global Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
        1. Equity Funds 
        2. Bond Funds
        3. Money Market Funds  
        4. Hybrid & Other Funds
      2. By Distribution Channel
        1. Banks
        2. Financial Advisors/Brokers 
        3. Direct Sellers  
        4. Others
      3. By Investor Type
        1. Institutional 
        2. Individual
      4. By Company
        1. Revenue Shares
        2. Competition Characteristics
      5. By Region
        1. North America
        2. South America
        3. Europe
        4. The Middle East & Africa
        5. Asia-Pacific
  11. North America Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
      2. By Distribution Channel
      3. By Investor Type
      4. By Company
      5. By Country
        1. The US
        2. Canada
        3. Mexico
    3. The US Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    4. Canada Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    5. Mexico Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
  12. South America Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
      2. By Distribution Channel
      3. By Investor Type
      4. By Company
      5. By Country
        1. Brazil
        2. Argentina
        3. Rest of South America
    3. Brazil Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    4. Argentina Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
  13. Europe Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
      2. By Distribution Channel
      3. By Investor Type
      4. By Company
      5. By Country
        1. Germany
        2. The UK
        3. France
        4. Spain
        5. Italy
        6. Rest of Europe
    3. Germany Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    4. France Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    5. The UK Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    6. Spain Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    7. Italy Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
  14. The Middle East & Africa Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
      2. By Distribution Channel
      3. By Investor Type
      4. By Company
      5. By Country
        1. The UAE
        2. Saudi Arabia
        3. Qatar
        4. Egypt
        5. South Africa
        6. Rest of the Middle East & Africa
    3. The UAE Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    4. Saudi Arabia Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    5. Qatar Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    6. Egypt Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    7. South Africa Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
  15. Asia-Pacific Mutual Fund Assets Market Analysis (2018-2028F)
    1. Market Size & Analysis
      1. Market Revenues (USD Million)
    2. Market Share & Analysis
      1. By Fund Type
      2. By Distribution Channel
      3. By Investor Type
      4. By Company
      5. By Country
        1. China
        2. India
        3. Japan
        4. South Korea
        5. Australia
        6. Rest of Asia-Pacific
    3. China Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    4. India Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    5. Japan Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    6. South Korea Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
    7. Australia Mutual Fund Assets Market Analysis (2018-2028F)
      1. By Fund Type
      2. By Distribution Channel
  16. Competitive Benchmarking & Company Profiles
    1. Competition Matrix
      1. Product Portfolio
      2. Target Markets
      3. Target End Users
      4. Research & Development
      5. Strategic Alliances
      6. Strategic Initiatives
    2. Company Profiles (Business Description, Product Offering, Strategic Alliances or Partnerships, etc)
      1. Blackrock, Inc. 
      2. Bnp Paribas Mutual Fund 
      3. Capital Group 
      4. Citigroup Inc. 
      5. Goldman Sachs
      6. Jpmorgan Chase & Co. 
      7. Morgan Stanley 
      8. Pimco 
      9. State Street Corporation 
      10. The Vanguard Group, Inc.
  17. Copyright & Disclaimer


MarkNtel Advisors follows a robust and iterative research methodology designed to ensure maximum accuracy and minimize deviation in market estimates and forecasts. Our approach combines both bottom-up and top-down techniques to effectively segment and quantify various aspects of the market. A consistent feature across all our research reports is data triangulation, which examines the market from three distinct perspectives to validate findings. Key components of our research process include:

1. Scope & Research Design At the outset, MarkNtel Advisors define the research objectives and formulate pertinent questions. This phase involves determining the type of research—qualitative or quantitative—and designing a methodology that outlines data collection methods, target demographics, and analytical tools. They also establish timelines and budgets to ensure the research aligns with client goals.

2. Sample Selection and Data Collection In this stage, the firm identifies the target audience and determines the appropriate sample size to ensure representativeness. They employ various sampling methods, such as random or stratified sampling, based on the research objectives. Data collection is carried out using tools like surveys, interviews, and observations, ensuring the gathered data is reliable and relevant.

3. Data Analysis and Validation Once data is collected, MarkNtel Advisors undertake a rigorous analysis process. This includes cleaning the data to remove inconsistencies, employing statistical software for quantitative analysis, and thematic analysis for qualitative data. Validation steps are taken to ensure the accuracy and reliability of the findings, minimizing biases and errors.

Data Trangulation

4. Data Forecast and FinalizationThe final phase involves forecasting future market trends based on the analyzed data. MarkNtel Advisors utilize predictive modeling and time series analysis to anticipate market behaviors. The insights are then compiled into comprehensive reports, featuring visual aids like charts and graphs, and include strategic recommendations to inform client decision-making

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