Mutual Fund Assets Market, Global Outlook and Forecast 2022-2028

January 2022 | 68 pages | ID: MF0B84622C35EN
Market Monitor Global

Abstracts

Mutual funds are also known as variable share investment companies. An investment trust fund organization that provides investment for small property owners and distributes stocks that can be converted into cash at any time. In Western countries, due to the developed securities markets and serious speculation, people cannot decide which stocks to buy or when to buy and sell them. Some people with experience in securities business start from the pursuit of income, capital appreciation, or even speculation, organize 'mutual funds', raise funds on their own, and pool investors’ funds to purchase a variety of securities, while providing investors with options Alternative purchase plans, from which commissions are collected. Investors can also exchange investment types for some fees as needed. The price at which it sells shares is not directly affected by the market, and is only determined by the price of securities held by mutual funds.

This report contains market size and forecasts of Mutual Fund Assets in Global, including the following market information:

Global Mutual Fund Assets Market Revenue, 2017-2022, 2023-2028, ($ millions)

Global top five companies in 2021 (%)

The global Mutual Fund Assets market was valued at million in 2021 and is projected to reach US$ million by 2028, at a CAGR of % during the forecast period.

The U.S. Market is Estimated at $ Million in 2021, While China is Forecast to Reach $ Million by 2028.

Equity Funds Segment to Reach $ Million by 2028, with a % CAGR in next six years.

The global key manufacturers of Mutual Fund Assets include BlackRock, Inc., BNP Paribas Mutual Fund, Capital Group, Citigroup Inc., Goldman Sachs, JPMorgan Chase & Co., Morgan Stanley, PIMCO and State Street Corporation and etc. In 2021, the global top five players have a share approximately % in terms of revenue.

MARKET MONITOR GLOBAL, INC (MMG) has surveyed the Mutual Fund Assets companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.

Total Market by Segment:

Global Mutual Fund Assets Market, by Type, 2017-2022, 2023-2028 ($ millions)

Global Mutual Fund Assets Market Segment Percentages, by Type, 2021 (%)

• Equity Funds
• Bond Funds
• Money Market Funds
• Others

Global Mutual Fund Assets Market, by Application, 2017-2022, 2023-2028 ($ millions)

Global Mutual Fund Assets Market Segment Percentages, by Application, 2021 (%)

• Banks
• Financial Advisors
• Direct Sellers
• Others

Global Mutual Fund Assets Market, By Region and Country, 2017-2022, 2023-2028 ($ Millions)

Global Mutual Fund Assets Market Segment Percentages, By Region and Country, 2021 (%)

• North America
• US
• Canada
• Mexico
• Europe
• Germany
• France
• U.K.
• Italy
• Russia
• Nordic Countries
• Benelux
• Rest of Europe
• Asia
• China
• Japan
• South Korea
• Southeast Asia
• India
• Rest of Asia
• South America
• Brazil
• Argentina
• Rest of South America
• Middle East & Africa
• Turkey
• Israel
• Saudi Arabia
• UAE
• Rest of Middle East & Africa

Competitor Analysis

The report also provides analysis of leading market participants including:

Key companies Mutual Fund Assets revenues in global market, 2017-2022 (estimated), ($ millions)

Key companies Mutual Fund Assets revenues share in global market, 2021 (%)

Further, the report presents profiles of competitors in the market, key players include:

• BlackRock, Inc.
• BNP Paribas Mutual Fund
• Capital Group
• Citigroup Inc.
• Goldman Sachs
• JPMorgan Chase & Co.
• Morgan Stanley
• PIMCO
• State Street Corporation
• The Vanguard Group

Contents

1 INTRODUCTION TO RESEARCH & ANALYSIS REPORTS

1.1 Mutual Fund Assets Market Definition
1.2 Market Segments
  1.2.1 Market by Type
  1.2.2 Market by Application
1.3 Global Mutual Fund Assets Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
  1.5.1 Research Methodology
  1.5.2 Research Process
  1.5.3 Base Year
  1.5.4 Report Assumptions & Caveats

2 GLOBAL MUTUAL FUND ASSETS OVERALL MARKET SIZE

2.1 Global Mutual Fund Assets Market Size: 2021 VS 2028
2.2 Global Mutual Fund Assets Market Size, Prospects & Forecasts: 2017-2028
2.3 Key Market Trends, Opportunity, Drivers and Restraints
  2.3.1 Market Opportunities & Trends
  2.3.2 Market Drivers
  2.3.3 Market Restraints

3 COMPANY LANDSCAPE

3.1 Top Mutual Fund Assets Players in Global Market
3.2 Top Global Mutual Fund Assets Companies Ranked by Revenue
3.3 Global Mutual Fund Assets Revenue by Companies
3.4 Top 3 and Top 5 Mutual Fund Assets Companies in Global Market, by Revenue in 2021
3.5 Global Companies Mutual Fund Assets Product Type
3.6 Tier 1, Tier 2 and Tier 3 Mutual Fund Assets Players in Global Market
  3.6.1 List of Global Tier 1 Mutual Fund Assets Companies
  3.6.2 List of Global Tier 2 and Tier 3 Mutual Fund Assets Companies

4 MARKET SIGHTS BY PRODUCT

4.1 Overview
  4.1.1 by Type - Global Mutual Fund Assets Market Size Markets, 2021 & 2028
  4.1.2 Equity Funds
  4.1.3 Bond Funds
  4.1.4 Money Market Funds
  4.1.5 Others
4.2 By Type - Global Mutual Fund Assets Revenue & Forecasts
  4.2.1 By Type - Global Mutual Fund Assets Revenue, 2017-2022
  4.2.2 By Type - Global Mutual Fund Assets Revenue, 2023-2028
  4.2.3 By Type - Global Mutual Fund Assets Revenue Market Share, 2017-2028

5 SIGHTS BY APPLICATION

5.1 Overview
  5.1.1 By Application - Global Mutual Fund Assets Market Size, 2021 & 2028
  5.1.2 Banks
  5.1.3 Financial Advisors
  5.1.4 Direct Sellers
  5.1.5 Others
5.2 By Application - Global Mutual Fund Assets Revenue & Forecasts
  5.2.1 By Application - Global Mutual Fund Assets Revenue, 2017-2022
  5.2.2 By Application - Global Mutual Fund Assets Revenue, 2023-2028
  5.2.3 By Application - Global Mutual Fund Assets Revenue Market Share, 2017-2028

6 SIGHTS BY REGION

6.1 By Region - Global Mutual Fund Assets Market Size, 2021 & 2028
6.2 By Region - Global Mutual Fund Assets Revenue & Forecasts
  6.2.1 By Region - Global Mutual Fund Assets Revenue, 2017-2022
  6.2.2 By Region - Global Mutual Fund Assets Revenue, 2023-2028
  6.2.3 By Region - Global Mutual Fund Assets Revenue Market Share, 2017-2028
6.3 North America
  6.3.1 By Country - North America Mutual Fund Assets Revenue, 2017-2028
  6.3.2 US Mutual Fund Assets Market Size, 2017-2028
  6.3.3 Canada Mutual Fund Assets Market Size, 2017-2028
  6.3.4 Mexico Mutual Fund Assets Market Size, 2017-2028
6.4 Europe
  6.4.1 By Country - Europe Mutual Fund Assets Revenue, 2017-2028
  6.4.2 Germany Mutual Fund Assets Market Size, 2017-2028
  6.4.3 France Mutual Fund Assets Market Size, 2017-2028
  6.4.4 U.K. Mutual Fund Assets Market Size, 2017-2028
  6.4.5 Italy Mutual Fund Assets Market Size, 2017-2028
  6.4.6 Russia Mutual Fund Assets Market Size, 2017-2028
  6.4.7 Nordic Countries Mutual Fund Assets Market Size, 2017-2028
  6.4.8 Benelux Mutual Fund Assets Market Size, 2017-2028
6.5 Asia
  6.5.1 By Region - Asia Mutual Fund Assets Revenue, 2017-2028
  6.5.2 China Mutual Fund Assets Market Size, 2017-2028
  6.5.3 Japan Mutual Fund Assets Market Size, 2017-2028
  6.5.4 South Korea Mutual Fund Assets Market Size, 2017-2028
  6.5.5 Southeast Asia Mutual Fund Assets Market Size, 2017-2028
  6.5.6 India Mutual Fund Assets Market Size, 2017-2028
6.6 South America
  6.6.1 By Country - South America Mutual Fund Assets Revenue, 2017-2028
  6.6.2 Brazil Mutual Fund Assets Market Size, 2017-2028
  6.6.3 Argentina Mutual Fund Assets Market Size, 2017-2028
6.7 Middle East & Africa
  6.7.1 By Country - Middle East & Africa Mutual Fund Assets Revenue, 2017-2028
  6.7.2 Turkey Mutual Fund Assets Market Size, 2017-2028
  6.7.3 Israel Mutual Fund Assets Market Size, 2017-2028
  6.7.4 Saudi Arabia Mutual Fund Assets Market Size, 2017-2028
  6.7.5 UAE Mutual Fund Assets Market Size, 2017-2028

7 PLAYERS PROFILES

7.1 BlackRock, Inc.
  7.1.1 BlackRock, Inc. Corporate Summary
  7.1.2 BlackRock, Inc. Business Overview
  7.1.3 BlackRock, Inc. Mutual Fund Assets Major Product Offerings
  7.1.4 BlackRock, Inc. Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.1.5 BlackRock, Inc. Key News
7.2 BNP Paribas Mutual Fund
  7.2.1 BNP Paribas Mutual Fund Corporate Summary
  7.2.2 BNP Paribas Mutual Fund Business Overview
  7.2.3 BNP Paribas Mutual Fund Mutual Fund Assets Major Product Offerings
  7.2.4 BNP Paribas Mutual Fund Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.2.5 BNP Paribas Mutual Fund Key News
7.3 Capital Group
  7.3.1 Capital Group Corporate Summary
  7.3.2 Capital Group Business Overview
  7.3.3 Capital Group Mutual Fund Assets Major Product Offerings
  7.3.4 Capital Group Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.3.5 Capital Group Key News
7.4 Citigroup Inc.
  7.4.1 Citigroup Inc. Corporate Summary
  7.4.2 Citigroup Inc. Business Overview
  7.4.3 Citigroup Inc. Mutual Fund Assets Major Product Offerings
  7.4.4 Citigroup Inc. Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.4.5 Citigroup Inc. Key News
7.5 Goldman Sachs
  7.5.1 Goldman Sachs Corporate Summary
  7.5.2 Goldman Sachs Business Overview
  7.5.3 Goldman Sachs Mutual Fund Assets Major Product Offerings
  7.5.4 Goldman Sachs Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.5.5 Goldman Sachs Key News
7.6 JPMorgan Chase & Co.
  7.6.1 JPMorgan Chase & Co. Corporate Summary
  7.6.2 JPMorgan Chase & Co. Business Overview
  7.6.3 JPMorgan Chase & Co. Mutual Fund Assets Major Product Offerings
  7.6.4 JPMorgan Chase & Co. Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.6.5 JPMorgan Chase & Co. Key News
7.7 Morgan Stanley
  7.7.1 Morgan Stanley Corporate Summary
  7.7.2 Morgan Stanley Business Overview
  7.7.3 Morgan Stanley Mutual Fund Assets Major Product Offerings
  7.7.4 Morgan Stanley Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.7.5 Morgan Stanley Key News
7.8 PIMCO
  7.8.1 PIMCO Corporate Summary
  7.8.2 PIMCO Business Overview
  7.8.3 PIMCO Mutual Fund Assets Major Product Offerings
  7.8.4 PIMCO Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.8.5 PIMCO Key News
7.9 State Street Corporation
  7.9.1 State Street Corporation Corporate Summary
  7.9.2 State Street Corporation Business Overview
  7.9.3 State Street Corporation Mutual Fund Assets Major Product Offerings
  7.9.4 State Street Corporation Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.9.5 State Street Corporation Key News
7.10 The Vanguard Group
  7.10.1 The Vanguard Group Corporate Summary
  7.10.2 The Vanguard Group Business Overview
  7.10.3 The Vanguard Group Mutual Fund Assets Major Product Offerings
  7.10.4 The Vanguard Group Mutual Fund Assets Revenue in Global Market (2017-2022)
  7.10.5 The Vanguard Group Key News

8 CONCLUSION

9 APPENDIX

9.1 Note
9.2 Examples of Clients
9.3 Disclaimer

List Of Tables

LIST OF TABLES

Table 1. Mutual Fund Assets Market Opportunities & Trends in Global Market
Table 2. Mutual Fund Assets Market Drivers in Global Market
Table 3. Mutual Fund Assets Market Restraints in Global Market
Table 4. Key Players of Mutual Fund Assets in Global Market
Table 5. Top Mutual Fund Assets Players in Global Market, Ranking by Revenue (2021)
Table 6. Global Mutual Fund Assets Revenue by Companies, (US$, Mn), 2017-2022
Table 7. Global Mutual Fund Assets Revenue Share by Companies, 2017-2022
Table 8. Global Companies Mutual Fund Assets Product Type
Table 9. List of Global Tier 1 Mutual Fund Assets Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Mutual Fund Assets Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 11. By Type – Global Mutual Fund Assets Revenue, (US$, Mn), 2021 & 2028
Table 12. By Type - Mutual Fund Assets Revenue in Global (US$, Mn), 2017-2022
Table 13. By Type - Mutual Fund Assets Revenue in Global (US$, Mn), 2023-2028
Table 14. By Application – Global Mutual Fund Assets Revenue, (US$, Mn), 2021 & 2028
Table 15. By Application - Mutual Fund Assets Revenue in Global (US$, Mn), 2017-2022
Table 16. By Application - Mutual Fund Assets Revenue in Global (US$, Mn), 2023-2028
Table 17. By Region – Global Mutual Fund Assets Revenue, (US$, Mn), 2021 & 2028
Table 18. By Region - Global Mutual Fund Assets Revenue (US$, Mn), 2017-2022
Table 19. By Region - Global Mutual Fund Assets Revenue (US$, Mn), 2023-2028
Table 20. By Country - North America Mutual Fund Assets Revenue, (US$, Mn), 2017-2022
Table 21. By Country - North America Mutual Fund Assets Revenue, (US$, Mn), 2023-2028
Table 22. By Country - Europe Mutual Fund Assets Revenue, (US$, Mn), 2017-2022
Table 23. By Country - Europe Mutual Fund Assets Revenue, (US$, Mn), 2023-2028
Table 24. By Region - Asia Mutual Fund Assets Revenue, (US$, Mn), 2017-2022
Table 25. By Region - Asia Mutual Fund Assets Revenue, (US$, Mn), 2023-2028
Table 26. By Country - South America Mutual Fund Assets Revenue, (US$, Mn), 2017-2022
Table 27. By Country - South America Mutual Fund Assets Revenue, (US$, Mn), 2023-2028
Table 28. By Country - Middle East & Africa Mutual Fund Assets Revenue, (US$, Mn), 2017-2022
Table 29. By Country - Middle East & Africa Mutual Fund Assets Revenue, (US$, Mn), 2023-2028
Table 30. BlackRock, Inc. Corporate Summary
Table 31. BlackRock, Inc. Mutual Fund Assets Product Offerings
Table 32. BlackRock, Inc. Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 33. BNP Paribas Mutual Fund Corporate Summary
Table 34. BNP Paribas Mutual Fund Mutual Fund Assets Product Offerings
Table 35. BNP Paribas Mutual Fund Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 36. Capital Group Corporate Summary
Table 37. Capital Group Mutual Fund Assets Product Offerings
Table 38. Capital Group Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 39. Citigroup Inc. Corporate Summary
Table 40. Citigroup Inc. Mutual Fund Assets Product Offerings
Table 41. Citigroup Inc. Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 42. Goldman Sachs Corporate Summary
Table 43. Goldman Sachs Mutual Fund Assets Product Offerings
Table 44. Goldman Sachs Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 45. JPMorgan Chase & Co. Corporate Summary
Table 46. JPMorgan Chase & Co. Mutual Fund Assets Product Offerings
Table 47. JPMorgan Chase & Co. Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 48. Morgan Stanley Corporate Summary
Table 49. Morgan Stanley Mutual Fund Assets Product Offerings
Table 50. Morgan Stanley Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 51. PIMCO Corporate Summary
Table 52. PIMCO Mutual Fund Assets Product Offerings
Table 53. PIMCO Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 54. State Street Corporation Corporate Summary
Table 55. State Street Corporation Mutual Fund Assets Product Offerings
Table 56. State Street Corporation Mutual Fund Assets Revenue (US$, Mn), (2017-2022)
Table 57. The Vanguard Group Corporate Summary
Table 58. The Vanguard Group Mutual Fund Assets Product Offerings
Table 59. The Vanguard Group Mutual Fund Assets Revenue (US$, Mn), (2017-2022)

List Of Figures

LIST OF FIGURES

Figure 1. Mutual Fund Assets Segment by Type in 2021
Figure 2. Mutual Fund Assets Segment by Application in 2021
Figure 3. Global Mutual Fund Assets Market Overview: 2021
Figure 4. Key Caveats
Figure 5. Global Mutual Fund Assets Market Size: 2021 VS 2028 (US$, Mn)
Figure 6. Global Mutual Fund Assets Revenue, 2017-2028 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Mutual Fund Assets Revenue in 2021
Figure 8. By Type - Global Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 9. By Application - Global Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 10. By Region - Global Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 11. By Country - North America Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 12. US Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 13. Canada Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 14. Mexico Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 15. By Country - Europe Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 16. Germany Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 17. France Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 18. U.K. Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 19. Italy Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 20. Russia Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 21. Nordic Countries Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 22. Benelux Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 23. By Region - Asia Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 24. China Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 25. Japan Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 26. South Korea Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 27. Southeast Asia Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 28. India Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 29. By Country - South America Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 30. Brazil Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 31. Argentina Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 32. By Country - Middle East & Africa Mutual Fund Assets Revenue Market Share, 2017-2028
Figure 33. Turkey Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 34. Israel Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 35. Saudi Arabia Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 36. UAE Mutual Fund Assets Revenue, (US$, Mn), 2017-2028
Figure 37. BlackRock, Inc. Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 38. BNP Paribas Mutual Fund Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 39. Capital Group Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 40. Citigroup Inc. Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 41. Goldman Sachs Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 42. JPMorgan Chase & Co. Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 43. Morgan Stanley Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 44. PIMCO Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 45. State Street Corporation Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 46. The Vanguard Group Mutual Fund Assets Revenue Year Over Year Growth (US$, Mn) & (2017-2022)