The global mutual fund assets market size is expected to reach USD 936.10 billion by 2030, growing at a CAGR of 6.9% from 2023 to 2030. Advancements in technology and the availability of online investment platforms have contributed to the growth of the market. Online platforms make it easier for investors to research, compare, and invest in mutual funds. The convenience of online investing, coupled with features like automated portfolio management and goal-based investing, has attracted a broader investor base and expanded the reach of mutual funds. The growth of retirement savings and pension plans is also driving the market growth.
As individuals and organizations prioritize long-term financial planning and retirement savings, they turn to mutual funds as an effective tool for wealth accumulation. Many retirement plans, such as 401(k) plans in the U. S., offer mutual funds as investment options, making them easily accessible to retirement savers. Regulatory frameworks and investor protection measures enhance investor confidence in mutual funds and promote market growth. Regulators set guidelines and requirements for mutual funds, ensuring transparency, accountability, and fair treatment of investors. This regulatory oversight helps build trust and encourages more individuals and institutions to invest in mutual funds.
The economic stimulus measures implemented by governments worldwide to mitigate the impact of the COVID-19 pandemic have also positively influenced the global market. These measures, such as reduced interest rates and fiscal stimulus packages, have created a conducive environment for investment, leading to increased inflows into mutual funds. Furthermore, the recovery of financial markets following the initial volatility caused by the pandemic has boosted investor confidence and encouraged them to allocate their funds to mutual funds for potential returns.
As individuals and organizations prioritize long-term financial planning and retirement savings, they turn to mutual funds as an effective tool for wealth accumulation. Many retirement plans, such as 401(k) plans in the U. S., offer mutual funds as investment options, making them easily accessible to retirement savers. Regulatory frameworks and investor protection measures enhance investor confidence in mutual funds and promote market growth. Regulators set guidelines and requirements for mutual funds, ensuring transparency, accountability, and fair treatment of investors. This regulatory oversight helps build trust and encourages more individuals and institutions to invest in mutual funds.
The economic stimulus measures implemented by governments worldwide to mitigate the impact of the COVID-19 pandemic have also positively influenced the global market. These measures, such as reduced interest rates and fiscal stimulus packages, have created a conducive environment for investment, leading to increased inflows into mutual funds. Furthermore, the recovery of financial markets following the initial volatility caused by the pandemic has boosted investor confidence and encouraged them to allocate their funds to mutual funds for potential returns.
Mutual Fund Assets Market Report Highlights
- The equity strategy segment dominated the market in 2022. Equity investments have the potential to generate long-term capital appreciation, appealing to investors seeking growth opportunities. By investing in company stocks, equity mutual funds provide investors with exposure to the performance and profitability of those companies, allowing them to benefit from potential market gains
- The open-ended segment dominated the market in 2022. Open-ended funds can offer a broader range of investment options, including equity, fixed-income, balanced, and specialty funds. This diversity allows investors to create a well-rounded portfolio tailored to their risk tolerance and investment preferences
- The financial advisor segment is expected to witness significant growth from 2023 to 2030. Financial advisors guide fund selection, portfolio diversification, and ongoing portfolio management, ensuring investors make informed decisions. As a result, the financial advisor segment is growing steadily as investors recognize the value and benefits of professional financial advice in market
- The active segment dominated the market in 2022. Active management provides a level of accountability and responsibility as fund managers actively monitor and make investment decisions on their investors’ behalf. This can instill confidence in investors and create a sense of trust in the fund management team
- The institutional segment is emerging at a significant rate. Institutional investors increasingly recognize the benefits of outsourcing investment management to professional fund managers
- North America dominated the market in 2022. North America has a robust regulatory framework and investor protection measures that instill confidence and trust in the mutual fund industry. This regulatory environment ensures transparency, accountability, and fair treatment of investors, further driving the dominance of mutual funds in the market
Table of Contents
Chapter 1. Methodology and Scope
Chapter 2. Executive Summary
Chapter 3. Market Variables, Trends, and Scope
Chapter 4. Mutual Fund Assets Market: Investment Strategy Estimates & Trend Analysis
Chapter 5. Mutual Fund Assets Market: Type Estimates & Trend Analysis
Chapter 6. Mutual Fund Assets Market: Distribution Channel Estimates & Trend Analysis
Chapter 7. Mutual Fund Assets Market: Investment Style Estimates & Trend Analysis
Chapter 8. Mutual Fund Assets Market: Investor Type Estimates & Trend Analysis
Chapter 9. Mutual Fund Assets Market: Regional Estimates & Trend Analysis
Chapter 10. Competitive Landscape
List of Tables
List of Figures
Companies Mentioned
- BlackRock, Inc.
- The Vanguard Group, Inc.
- Charles Schwab & Co., Inc.
- JPMorgan Chase & Co.
- FMR LLC
- State Street Corporation
- Morgan Stanley
- BNY Mellon Securities Corporation
- Amundi US
- Goldman Sachs
- Franklin Templeton
Methodology
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Table Information
| Report Attribute | Details |
|---|---|
| No. of Pages | 130 |
| Published | August 2023 |
| Forecast Period | 2022 - 2030 |
| Estimated Market Value ( USD | $ 553.8 Billion |
| Forecasted Market Value ( USD | $ 936.1 Billion |
| Compound Annual Growth Rate | 6.9% |
| Regions Covered | Global |
| No. of Companies Mentioned | 11 |
