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Mutual Fund Assets Market Size - By Investment Strategy (Equity Strategy, Fixed Income Strategy, Multi Asset/Balanced Strategy, Sustainable Strategy, Money Market Strategy, Others), Distribution Channel, Type, Investor Type & Global Forecast, 2023 - 2032

  • Report ID: GMI6592
  • Published Date: Aug 2023
  • Report Format: PDF

Report Content

Chapter 1   Methodology & Scope

1.1    Market scope & definition

1.2    Base estimates & calculations

1.3    Forecast calculation

1.4    Data sources

1.4.1    Primary

1.4.2    Secondary

1.4.2.1   Paid sources

1.4.2.2   Public sources

Chapter 2   Executive Summary

2.1    Mutual Fund Assets market 360º synopsis, 2018 - 2032

2.2    Business trends

2.2.1    Total Addressable Market (TAM), 2023-2032

2.3    Regional trends

2.4    Investment Strategy trends

2.5    Distribution Channel trends

2.6    Type trends

2.7    Investor Type trends

Chapter 3   Mutual Fund Assets Industry Insights

3.1    Impact of COVID-19

3.2    Impact of the Russia-Ukraine war

3.3    Industry ecosystem analysis

3.3.1    Vendor matrix

3.3.2    Profit margin analysis

3.3.3    Technology & innovation landscape

3.3.4    Patent analysis

3.4    Key news and initiatives

3.4.1    Partnership/Collaboration

3.4.2    Merger/Acquisition

3.4.3    Investment

3.5    Regulatory landscape

3.6    Impact forces

3.6.1    Growth drivers

3.6.1.1   Diversification of the portfolio at low cost

3.6.1.2   Rising investments in systematic investment plans

3.6.1.3   Rise of digital platforms and fintech solutions

3.6.1.4   Consumer preference for safe investments

3.6.2    Industry pitfalls & challenges

3.6.2.1   Taxation can impact the attractiveness of mutual funds

3.6.2.2   Sales charges and high expense ratios.

3.7    Growth potential analysis

3.8    Porter’s analysis

3.9    PESTEL analysis

Chapter 4   Competitive Landscape, 2022

4.1    Introduction

4.2    Company market share, 2022

4.3    Competitive analysis of major market players, 2022

4.3.1    BlackRock Funds

4.3.2    Vanguard Group

4.3.3    JP Morgan

4.3.4    Fidelity Investment

4.3.5    State Street Global Advisors

4.3.6    Charles Schwab

4.3.7    BNY Melion

4.4    Competitive positioning matrix, 2022

4.5    Strategic outlook matrix, 2022

Chapter 5   Mutual Fund Assets Market Estimates & Forecast, By Investment Strategy (Revenue)

5.1    Key trends, by Investment Strategy

5.1.1    Equity Strategy

5.1.2    Fixed Income Strategy

5.1.3    Multi Asset/Balanced Strategy

5.1.4    Sustainable Strategy

5.1.5    Money Market Strategy

5.1.6    Others

Chapter 6   Mutual Fund Assets Market Estimates & Forecast, By Distribution Channel (Revenue)

6.1    Key trends, by Distribution Channel

6.2    Direct Sales

6.3    Financial Advisor

6.4    Broker-Dealer

6.5    Banks

6.6    Others

Chapter 7   Mutual Fund Assets Market Estimates & Forecast, By Type (Revenue)

7.1    Key trends, by Type

7.2    Open Ended

7.3    Closed Ended

Chapter 8   Mutual Fund Assets Market Estimates & Forecast, By Investor Type (Revenue)

8.1    Key trends, by Investor Type

8.2    Retail

8.3    Individual

Chapter 9   Mutual Fund Assets Market Estimates & Forecast, By Region (Revenue)

9.1    Key trends, by region

9.2    North America

9.2.1    U.S.

9.2.2    Canada

9.3    Europe

9.3.1    UK

9.3.2    Germany

9.3.3    France

9.3.4    Italy

9.3.5    Spain

9.3.6    Netherlands

9.3.7    Sweden

9.4    Asia Pacific

9.4.1    China

9.4.2    Australia

9.4.3    India

9.4.4    Japan

9.4.5    South Korea

9.5    Latin America

9.5.1    Brazil

9.5.2    Mexico

9.6    MEA

9.6.1    South Africa

9.6.2    UAE

Chapter 10   Company Profiles

10.1    BlackRock, Inc.

10.2    The Vanguard Group, Inc.

10.3    Charles Schwab & Co., Inc.

10.4    JPMorgan Chase & Co.

10.5    State Street Corporation

10.6    Morgan Stanley

10.7    BNY Mellon Securities Corp.

10.8    Amundi US

10.9    Goldman Sachs

10.10    Franklin Templeton

10.11    Citigroup Inc

10.12    Fidelity Investments

10.13    T. Rowe Price

10.14    Federated Hermes

10.15    Northern Trust Asset Management
 

Authors: Preeti Wadhwani

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Premium Report Details

  • Base Year: 2022
  • Companies covered: 15
  • Tables & Figures: 395
  • Countries covered: 19
  • Pages: 250
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