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Report Description

Report Description

Forecast Period

2026-2030

Market Size (2024)

USD 593.18 Billion

CAGR (2025-2030)

6.8%

Fastest Growing Segment

Direct Sales

Largest Market

North America

Market Size (2030)

USD 880.27 Billion

Market Overview

Global mutual fund assets market was valued at USD 593.18 Billion in 2024 and is expected to reach USD 880.27 Billion by 2030 with a CAGR of 6.8% during the forecast period.This expansion is driven by factors such as increasing investor awareness, the desire for portfolio diversification, and the accessibility of various investment strategies. Mutual funds offer investors the opportunity to invest in a diversified portfolio of assets, including equities, fixed income securities, and other instruments, managed by professional portfolio managers. The market is characterized by a diverse range of investment strategies, including equity, fixed income, multi-asset/balanced, sustainable, and money market funds, catering to the varied risk profiles and investment objectives of investors. Additionally, the market is segmented by investor type, encompassing both retail and institutional investors, and by distribution channels such as direct sales, financial advisors, broker-dealers, and banks. Geographically, North America has historically dominated the mutual fund assets market, accounting for a significant share of the global AUM. However, regions like Asia Pacific are experiencing rapid growth, driven by emerging markets and increasing financial literacy among investors. As per, AMFI India in 2024, the Indian mutual fund industry has experienced significant growth, with Assets Under Management (AUM) reaching USD 794.37 Billion, marking a more than six-fold increase from USD 127.18 Billion in 2014.  The industry has also seen a substantial rise in Systematic Investment Plans (SIPs), with approximately 102.3 million SIP in November 2024. The competitive landscape is marked by the presence of major asset management firms, including BlackRock, Vanguard, and Fidelity, which continue to innovate and expand their offerings to meet the evolving needs of investors.

Market Drivers

 Economic Growth and Rising Disposable Income

As global economies expand, particularly in emerging markets, there is a corresponding increase in disposable income. This economic uplift enables a larger segment of the population to invest in mutual funds, seeking to grow their wealth and secure financial futures. The growing middle class in regions like Asia Pacific contributes significantly to the expansion of the investor base. Asia's middle class is expanding rapidly, with projections indicating that the number of middle-class households in the region will rise from 354 million in 2024 to 687 million by 2034.

Financial Literacy and Awareness

 There is a growing emphasis on financial education, leading to increased awareness about investment opportunities. As individuals become more knowledgeable about the benefits of mutual funds, they are more inclined to invest, recognizing the importance of diversification and professional management in achieving their financial goals. Research conducted by the Research and Information System for Developing Countries (RIS) in 2022 revealed that approximately 68.4% of household investments in India are directed towards mutual funds, with shares in companies accounting for 26.4%. This trend underscores the growing preference for mutual funds as a preferred investment asset among households.

Technological Advancements and Digital Platforms

The rise of digital platforms and fintech solutions has made investing in mutual funds more accessible. Online platforms and mobile applications allow investors to manage their portfolios conveniently, track performance, and make informed decisions, thereby attracting a broader audience to the mutual fund market. In India, the proportion of mutual fund transactions conducted digitally surged from 60% in fiscal year 2023 to 21% of the total transaction value, highlighting a substantial shift towards online investment methods.


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Key Market Challenges

Market Volatility and Economic Uncertainty

Fluctuations in global markets and economic instability can lead to investor apprehension. Periods of market downturns may result in reduced investments in mutual funds, as investors become more risk-averse, impacting the overall growth of the market.

Regulatory Changes and Compliance Costs

The evolving regulatory landscape requires asset management firms to adapt continuously, which can be resource intensive. Compliance with diverse regulations across different regions can increase operational costs and complexity, potentially affecting profitability and market expansion.

Competition from Alternative Investment Vehicles

The emergence of alternative investment options, such as exchange-traded funds (ETFs) and direct stock investments, presents competition with traditional mutual funds. These alternatives often offer lower fees and greater flexibility, attracting investors away from mutual funds.

Key Market Trends

Shift Towards Passive Investment Strategies

 There is a notable trend towards passive investment strategies, with investors increasingly favoring index funds and ETFs that offer lower fees and have historically provided competitive returns. This shift is challenging traditional actively managed mutual funds to reassess their value propositions. In 2024, investors withdrew a record USD 450 billion from actively managed stock funds, highlighting a significant shift towards passive investing.

Integration of Environmental, Social, and Governance (ESG) Factors

 Investors are increasingly considering ESG factors in their investment decisions, leading to a rise in sustainable and socially responsible mutual funds. Asset managers are responding by incorporating ESG criteria into their investment processes to meet the growing demand for responsible investment.

Technological Integration and Robo-Advisory Services

The adoption of technology in the form of robo-advisors and automated investment platforms is transforming the mutual fund industry. These platforms offer personalized investment advice and portfolio management at a lower cost, making investing more accessible to a broader audience.

Segmental Insights

Investment Strategy Insights

In the global mutual fund assets market, the Equity Strategy segment currently leads in terms of Assets Under Management (AUM). This dominance can be attributed to the strong performance of equity markets globally, where investors continue to seek capital appreciation. Equity funds provide diversified exposure to stocks, allowing investors to participate in the growth of businesses across various sectors and regions. Despite short-term market volatility, equity funds have historically delivered higher returns over the long term, making them a preferred choice for investors looking for higher yields. The large AUM in equity strategies is also fueled by the growing popularity of passive investment strategies, such as exchange-traded funds (ETFs) and index funds, which provide low-cost, broad exposure to the stock market. This has made equity funds attractive to both retail and institutional investors, contributing to their leadership position in the market.


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Regional Insights

North America continues to dominate the global mutual fund assets market, holding a significant share of global Assets Under Management (AUM). The region’s leadership can be attributed to its well-established financial markets, robust regulatory frameworks, and a highly developed investment infrastructure. The United States is home to the largest mutual fund market in the world, with major players like BlackRock, Vanguard, and Fidelity managing trillions of dollars in assets. In 2024, the combined assets of the US mutual funds increased by USD 971.36 billion, or 3.4 percent, to USD 29.14 trillion in November, according to the Investment Company Institute’s official survey of the mutual fund industry. Additionally, a broad and diverse investor base, ranging from retail investors to large institutional players, contributes to the region's dominance. Investor confidence in North America's financial stability and economic growth has helped sustain the demand for mutual funds, especially equity and fixed income strategies. The widespread use of retirement savings vehicles such as 401(k) plans and individual retirement accounts (IRAs) further bolsters mutual fund investments. Consequently, North America remains the leader in the global mutual fund market.

Recent Developments

  • In 2024, India's Securities and Exchange Board (SEBI) released guidelines easing regulations for passive mutual funds. To qualify, domestic equity index funds must have a minimum AUM of USD 580 million, and overseas equity index funds must have an AUM of over USD 20 billion. These changes aim to reduce compliance burdens and increase competition.
  • WhiteOak Capital Mutual Fund has launched the WhiteOak Capital Quality Equity Fund, an open-ended equity scheme focused on the Quality Factor theme. The fund aims to provide long-term capital appreciation by investing in companies with strong fundamentals. It will allocate primarily to equity, with minimal exposure to debt and REITs/InVITs. The NFO opens from January 8 to January 22, 2025.
  • Bajaj Finserv Mutual Fund launched two new funds: the Bajaj Finserv ELSS Tax Saver Fund and the Bajaj Finserv Gilt Fund. The ELSS Tax Saver Fund offers tax benefits under Section 80C, while the Gilt Fund invests primarily in government securities.
  • In 2024, ETrade, an online brokerage unit of Morgan Stanley, announced plans to launch five no-fee index mutual funds covering large-cap, total market, international equities, and municipal and U.S. bonds. Managed by Morgan Stanley Investment Management, these funds will have no management fees or minimum investment requirements but can only be held within ETrade accounts or transferred to a Morgan Stanley Wealth Management account.

Key Market Players

  • BlackRock, Inc.
  • The Vanguard Group, Inc.
  • Charles Schwab & Co., Inc.
  • JPMorgan Chase & Co.
  • FMR LLC
  • State Street Corporation
  • Morgan Stanley
  • BNY Mellon Securities Corp.
  • Amundi US
  • The Goldman Sachs Group, Inc.

By Investment Strategy

By Investor Type

By Distribution Channel

By Region

  • Equity Strategy
  • Fixed Income Strategy
  • Multi Asset/Balanced Strategy
  • Sustainable Strategy
  • Money Market Strategy
  • Others
  • Retail
  • Individual
  • Direct Sales
  • Financial Advisor
  • Broker-Dealer
  • Banks
  • Others
  • North America
  • Europe
  • Asia Pacific
  • South America
  • Middle East & Africa

Report Scope:

In this report, the global mutual fund assets market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

·          Mutual Fund Assets Market, By Investment Strategy:

o   Equity Strategy

o   Fixed Income Strategy

o   Multi Asset/Balanced Strategy

o   Sustainable Strategy

o   Money Market Strategy

o   Others

·         Mutual Fund Assets Market, By Investor Type:

o   Retail

o   Individual  

·         Mutual Fund Assets Market, By Distribution Channel:

o   Direct Sales

o   Financial Advisor

o   Broker-Dealer

o   Banks

o   Others

·         Mutual Fund Assets Market, By Region:

o   North America

§  United States

§  Canada

§  Mexico

o   Europe

§  France

§  Germany

§  Spain

§  Italy

§  United Kingdom

o   Asia-Pacific

§  China

§  Japan

§  India

§  Vietnam

§  South Korea

o   Middle East & Africa

§  South Africa

§  Saudi Arabia

§  UAE

§  Turkey

§  Kuwait

§  Egypt

o   South America

§  Brazil

§  Argentina

§  Colombia

Competitive Landscape

Company Profiles: Detailed analysis of the major companies presents in the global mutual fund assets market.

Available Customizations:

Global Mutual Fund Assets market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

·         Detailed analysis and profiling of additional market players (up to five).

Global Mutual Fund Assets Market is an upcoming report to be released soon. If you wish an early delivery of this report or want to confirm the date of release, please contact us at [email protected]

Table of content

Table of content

1.    Introduction

1.1.  Market Overview

1.2.  Key Highlights of the Report

1.3.  Market Coverage

1.4.  Market Segments Covered

1.5.  Research Tenure Considered

2.    Research Methodology

2.1.  Objective of the Study

2.2.  Baseline Methodology

2.3.  Key Industry Partners

2.4.  Major Association and Secondary Sources

2.5.  Forecasting Methodology

2.6.  Data Triangulation & Validation

2.7.  Assumptions and Limitations

3.    Executive Summary      

3.1.  Market Overview

3.2.  Market Forecast

3.3.  Key Regions

3.4.  Key Segments

4.    Voice of Customer

4.1.  Factors Influencing Purchase Decision

4.2.  Sources of Information

5.    Global Mutual Fund Assets Market Outlook

5.1.  Market Size & Forecast

5.1.1.    By Value

5.2.  Market Share & Forecast

5.2.1.    By Investment Strategy Market Share Analysis (Equity Strategy, Fixed Income Strategy, Multi Asset/Balanced Strategy, Sustainable Strategy, Money Market Strategy, Others)

5.2.2.    By Investor Type Market Share Analysis (Retail, Individual)

5.2.3.    By Distribution Channel Market Share Analysis (Direct Sales, Financial Advisor, Broker-Dealer, Banks, Others)

5.2.4.    By Regional Market Share Analysis

5.2.4.1.        North America Market Share Analysis

5.2.4.2.        Europe Market Share Analysis

5.2.4.3.        Asia-Pacific Market Share Analysis

5.2.4.4.        Middle East & Africa Market Share Analysis

5.2.4.5.        South America Market Share Analysis

5.2.5.    By Top 5 Companies Market Share Analysis, Others (2024)

5.3.  Global Mutual Fund Assets Market Mapping & Opportunity Assessment

5.3.1.    By Investment Strategy Market Mapping & Opportunity Assessment

5.3.2.    By Investor Type Market Mapping & Opportunity Assessment

5.3.3.    By Distribution Channel Market Mapping & Opportunity Assessment

5.3.4.    By Regional Market Mapping & Opportunity Assessment

6.    North America Mutual Fund Assets Market Outlook

6.1.  Market Size & Forecast

6.1.1.    By Value

6.2.  Market Share & Forecast

6.2.1.    By Investment Strategy Market Share Analysis

6.2.2.    By Investor Type Market Share Analysis

6.2.3.    By Distribution Channel Market Share Analysis

6.2.4.    By Country Market Share Analysis

6.2.4.1.        United States Mutual Fund Assets Market Outlook

6.2.4.1.1.           Market Size & Forecast

6.2.4.1.1.1.               By Value

6.2.4.1.2.           Market Share & Forecast

6.2.4.1.2.1.               By Investment Strategy Market Share Analysis

6.2.4.1.2.2.               By Investor Type Market Share Analysis

6.2.4.1.2.3.               By Distribution Channel Market Share Analysis

6.2.4.2.        Canada Mutual Fund Assets Market Outlook

6.2.4.2.1.           Market Size & Forecast

6.2.4.2.1.1.               By Value

6.2.4.2.2.           Market Share & Forecast

6.2.4.2.2.1.               By Investment Strategy Market Share Analysis

6.2.4.2.2.2.               By Investor Type Market Share Analysis

6.2.4.2.2.3.               By Distribution Channel Market Share Analysis

6.2.4.3.        Mexico Mutual Fund Assets Market Outlook

6.2.4.3.1.           Market Size & Forecast

6.2.4.3.1.1.               By Value

6.2.4.3.2.           Market Share & Forecast

6.2.4.3.2.1.               By Investment Strategy Market Share Analysis

6.2.4.3.2.2.               By Investor Type Market Share Analysis

6.2.4.3.2.3.               By Distribution Channel Market Share Analysis

7.    Europe Mutual Fund Assets Market Outlook

7.1.  Market Size & Forecast       

7.1.1.    By Value

7.2.  Market Share & Forecast

7.2.1.    By Investment Strategy Market Share Analysis

7.2.2.    By Investor Type Market Share Analysis

7.2.3.    By Distribution Channel Market Share Analysis

7.2.4.    By Country Market Share Analysis

7.2.4.1.        France Mutual Fund Assets Market Outlook

7.2.4.1.1.           Market Size & Forecast

7.2.4.1.1.1.               By Value

7.2.4.1.2.           Market Share & Forecast

7.2.4.1.2.1.               By Investment Strategy Market Share Analysis

7.2.4.1.2.2.               By Investor Type Market Share Analysis

7.2.4.1.2.3.               By Distribution Channel Market Share Analysis

7.2.4.2.        Germany Mutual Fund Assets Market Outlook

7.2.4.2.1.           Market Size & Forecast

7.2.4.2.1.1.               By Value

7.2.4.2.2.           Market Share & Forecast

7.2.4.2.2.1.               By Investment Strategy Market Share Analysis

7.2.4.2.2.2.               By Investor Type Market Share Analysis

7.2.4.2.2.3.               By Distribution Channel Market Share Analysis

7.2.4.3.        Spain Mutual Fund Assets Market Outlook

7.2.4.3.1.           Market Size & Forecast

7.2.4.3.1.1.               By Value

7.2.4.3.2.           Market Share & Forecast

7.2.4.3.2.1.               By Investment Strategy Market Share Analysis

7.2.4.3.2.2.               By Investor Type Market Share Analysis

7.2.4.3.2.3.               By Distribution Channel Market Share Analysis

7.2.4.4.        Italy Mutual Fund Assets Market Outlook

7.2.4.4.1.           Market Size & Forecast

7.2.4.4.1.1.               By Value

7.2.4.4.2.           Market Share & Forecast

7.2.4.4.2.1.               By Investment Strategy Market Share Analysis

7.2.4.4.2.2.               By Investor Type Market Share Analysis

7.2.4.4.2.3.               By Distribution Channel Market Share Analysis

7.2.4.5.        United Kingdom Mutual Fund Assets Market Outlook

7.2.4.5.1.           Market Size & Forecast

7.2.4.5.1.1.               By Value

7.2.4.5.2.           Market Share & Forecast

7.2.4.5.2.1.               By Investment Strategy Market Share Analysis

7.2.4.5.2.2.               By Investor Type Market Share Analysis

7.2.4.5.2.3.               By Distribution Channel Market Share Analysis

8.    Asia-Pacific Mutual Fund Assets Market Outlook

8.1.  Market Size & Forecast       

8.1.1.    By Value

8.2.  Market Share & Forecast

8.2.1.    By Investment Strategy Market Share Analysis

8.2.2.    By Investor Type Market Share Analysis

8.2.3.    By Distribution Channel Market Share Analysis

8.2.4.    By Country Market Share Analysis

8.2.4.1.        China Mutual Fund Assets Market Outlook

8.2.4.1.1.           Market Size & Forecast

8.2.4.1.1.1.               By Value

8.2.4.1.2.           Market Share & Forecast

8.2.4.1.2.1.               By Investment Strategy Market Share Analysis

8.2.4.1.2.2.               By Investor Type Market Share Analysis

8.2.4.1.2.3.               By Distribution Channel Market Share Analysis

8.2.4.2.        Japan Mutual Fund Assets Market Outlook

8.2.4.2.1.           Market Size & Forecast

8.2.4.2.1.1.               By Value

8.2.4.2.2.           Market Share & Forecast

8.2.4.2.2.1.               By Investment Strategy Market Share Analysis

8.2.4.2.2.2.               By Investor Type Market Share Analysis

8.2.4.2.2.3.               By Distribution Channel Market Share Analysis

8.2.4.3.        India Mutual Fund Assets Market Outlook

8.2.4.3.1.           Market Size & Forecast

8.2.4.3.1.1.               By Value

8.2.4.3.2.           Market Share & Forecast

8.2.4.3.2.1.               By Investment Strategy Market Share Analysis

8.2.4.3.2.2.               By Investor Type Market Share Analysis

8.2.4.3.2.3.               By Distribution Channel Market Share Analysis

8.2.4.4.        Vietnam Mutual Fund Assets Market Outlook

8.2.4.4.1.           Market Size & Forecast

8.2.4.4.1.1.               By Value

8.2.4.4.2.           Market Share & Forecast

8.2.4.4.2.1.               By Investment Strategy Market Share Analysis

8.2.4.4.2.2.               By Investor Type Market Share Analysis

8.2.4.4.2.3.               By Distribution Channel Market Share Analysis

8.2.4.5.        South Korea Mutual Fund Assets Market Outlook

8.2.4.5.1.           Market Size & Forecast

8.2.4.5.1.1.               By Value

8.2.4.5.2.           Market Share & Forecast

8.2.4.5.2.1.               By Investment Strategy Market Share Analysis

8.2.4.5.2.2.               By Investor Type Market Share Analysis

8.2.4.5.2.3.               By Distribution Channel Market Share Analysis

9.    Middle East & Africa Mutual Fund Assets Market Outlook

9.1.  Market Size & Forecast       

9.1.1.    By Value

9.2.  Market Share & Forecast

9.2.1.    By Investment Strategy Market Share Analysis

9.2.2.    By Investor Type Market Share Analysis

9.2.3.    By Distribution Channel Market Share Analysis

9.2.4.    By Country Market Share Analysis

9.2.4.1.        South Africa Mutual Fund Assets Market Outlook

9.2.4.1.1.           Market Size & Forecast

9.2.4.1.1.1.               By Value

9.2.4.1.2.           Market Share & Forecast

9.2.4.1.2.1.               By Investment Strategy Market Share Analysis

9.2.4.1.2.2.               By Investor Type Market Share Analysis

9.2.4.1.2.3.               By Distribution Channel Market Share Analysis

9.2.4.2.        Saudi Arabia Mutual Fund Assets Market Outlook

9.2.4.2.1.           Market Size & Forecast

9.2.4.2.1.1.               By Value

9.2.4.2.2.           Market Share & Forecast

9.2.4.2.2.1.               By Investment Strategy Market Share Analysis

9.2.4.2.2.2.               By Investor Type Market Share Analysis

9.2.4.2.2.3.               By Distribution Channel Market Share Analysis

9.2.4.3.        UAE Mutual Fund Assets Market Outlook

9.2.4.3.1.           Market Size & Forecast

9.2.4.3.1.1.               By Value

9.2.4.3.2.           Market Share & Forecast

9.2.4.3.2.1.               By Investment Strategy Market Share Analysis

9.2.4.3.2.2.               By Investor Type Market Share Analysis

9.2.4.3.2.3.               By Distribution Channel Market Share Analysis

9.2.4.4.        Turkey Mutual Fund Assets Market Outlook

9.2.4.4.1.           Market Size & Forecast

9.2.4.4.1.1.               By Value

9.2.4.4.2.           Market Share & Forecast

9.2.4.4.2.1.               By Investment Strategy Market Share Analysis

9.2.4.4.2.2.               By Investor Type Market Share Analysis

9.2.4.4.2.3.               By Distribution Channel Market Share Analysis

9.2.4.5.        Kuwait Mutual Fund Assets Market Outlook

9.2.4.5.1.           Market Size & Forecast

9.2.4.5.1.1.               By Value

9.2.4.5.2.           Market Share & Forecast

9.2.4.5.2.1.               By Investment Strategy Market Share Analysis

9.2.4.5.2.2.               By Investor Type Market Share Analysis

9.2.4.5.2.3.               By Distribution Channel Market Share Analysis

9.2.4.6.        Egypt Mutual Fund Assets Market Outlook

9.2.4.6.1.           Market Size & Forecast

9.2.4.6.1.1.               By Value

9.2.4.6.2.           Market Share & Forecast

9.2.4.6.2.1.               By Investment Strategy Market Share Analysis

9.2.4.6.2.2.               By Investor Type Market Share Analysis

9.2.4.6.2.3.               By Distribution Channel Market Share Analysis

10. South America Mutual Fund Assets Market Outlook

10.1.             Market Size & Forecast        

10.1.1. By Value

10.2.             Market Share & Forecast

10.2.1. By Investment Strategy Market Share Analysis

10.2.2. By Investor Type Market Share Analysis

10.2.3. By Distribution Channel Market Share Analysis

10.2.4. By Country Market Share Analysis

10.2.4.1.     Brazil Mutual Fund Assets Market Outlook

10.2.4.1.1.         Market Size & Forecast

10.2.4.1.1.1.            By Value

10.2.4.1.2.         Market Share & Forecast

10.2.4.1.2.1.            By Investment Strategy Market Share Analysis

10.2.4.1.2.2.            By Investor Type Market Share Analysis

10.2.4.1.2.3.            By Distribution Channel Market Share Analysis

10.2.4.2.     Argentina Mutual Fund Assets Market Outlook

10.2.4.2.1.         Market Size & Forecast

10.2.4.2.1.1.            By Value

10.2.4.2.2.         Market Share & Forecast

10.2.4.2.2.1.            By Investment Strategy Market Share Analysis

10.2.4.2.2.2.            By Investor Type Market Share Analysis

10.2.4.2.2.3.            By Distribution Channel Market Share Analysis

10.2.4.3.     Colombia Mutual Fund Assets Market Outlook

10.2.4.3.1.         Market Size & Forecast

10.2.4.3.1.1.            By Value

10.2.4.3.2.         Market Share & Forecast

10.2.4.3.2.1.            By Investment Strategy Market Share Analysis

10.2.4.3.2.2.            By Investor Type Market Share Analysis

10.2.4.3.2.3.            By Distribution Channel Market Share Analysis

11. Market Dynamics

11.1.             Drivers

11.2.             Challenges

12. Impact of COVID-19 on Global Mutual Fund Assets Market

12.1.             Impact Assessment Model   

12.1.1. Key Segments Impacted

12.1.2. Key Regions Impacted

12.1.3. Key Countries Impacted

13. Market Trends & Developments

14. Competitive Landscape

14.1.             Company Profiles

14.1.1. BlackRock, Inc.

14.1.1.1.     Company Details

14.1.1.2.     Product

14.1.1.3.     Financials (As Per Availability)

14.1.1.4.     Key Market Focus & Geographical Presence

14.1.1.5.     Recent Developments

14.1.1.6.     Key Management Personnel

14.1.2. The Vanguard Group, Inc.

14.1.2.1.     Company Details

14.1.2.2.     Product

14.1.2.3.     Financials (As Per Availability)

14.1.2.4.     Key Market Focus & Geographical Presence

14.1.2.5.     Recent Developments

14.1.2.6.     Key Management Personnel

14.1.3. Charles Schwab & Co., Inc.

14.1.3.1.     Company Details

14.1.3.2.     Product

14.1.3.3.     Financials (As Per Availability)

14.1.3.4.     Key Market Focus & Geographical Presence

14.1.3.5.     Recent Developments

14.1.3.6.     Key Management Personnel

14.1.4. JPMorgan Chase & Co.

14.1.4.1.     Company Details

14.1.4.2.     Product

14.1.4.3.     Financials (As Per Availability)

14.1.4.4.     Key Market Focus & Geographical Presence

14.1.4.5.     Recent Developments

14.1.4.6.     Key Management Personnel

14.1.5.  FMR LLC.

14.1.5.1.     Company Details

14.1.5.2.     Product

14.1.5.3.     Financials (As Per Availability)

14.1.5.4.     Key Market Focus & Geographical Presence

14.1.5.5.     Recent Developments

14.1.5.6.     Key Management Personnel

14.1.6. State Street Corporation.

14.1.6.1.     Company Details

14.1.6.2.     Product

14.1.6.3.     Financials (As Per Availability)

14.1.6.4.     Key Market Focus & Geographical Presence

14.1.6.5.     Recent Developments

14.1.6.6.     Key Management Personnel

14.1.7. Morgan Stanley.

14.1.7.1.     Company Details

14.1.7.2.     Product

14.1.7.3.     Financials (As Per Availability)

14.1.7.4.     Key Market Focus & Geographical Presence

14.1.7.5.     Recent Developments

14.1.7.6.     Key Management Personnel

14.1.8. BNY Mellon Securities Corp.

14.1.8.1.     Company Details

14.1.8.2.     Product

14.1.8.3.     Financials (As Per Availability)

14.1.8.4.     Key Market Focus & Geographical Presence

14.1.8.5.     Recent Developments

14.1.8.6.     Key Management Personnel

14.1.9. Amundi US.

14.1.9.1.     Company Details

14.1.9.2.     Product

14.1.9.3.     Financials (As Per Availability)

14.1.9.4.     Key Market Focus & Geographical Presence

14.1.9.5.     Recent Developments

14.1.9.6.     Key Management Personnel

14.1.10.The Goldman Sachs Group, Inc.

14.1.10.1.  Company Details

14.1.10.2.  Product

14.1.10.3.  Financials (As Per Availability)

14.1.10.4.  Key Market Focus & Geographical Presence

14.1.10.5.  Recent Developments

14.1.10.6.  Key Management Personnel

15. Strategic Recommendations/Action Plan

15.1.             Key Focus Areas

15.1.1. Target Investment Strategy

15.1.2. Target Investor Type

15.1.3. Target Distribution Channel

16. About Us & Disclaimer

Figures and Tables

Frequently asked questions

Frequently asked questions

The market size of the global mutual fund assets market was estimated to be USD 593.18 billion in 2024.

The major drivers for the global mutual fund assets market include economic growth and rising disposable income, growing emphasis on financial education, leading to increased awareness about investment opportunities, rise of digital platforms and fintech solutions. These factors collectively contribute to the market's dynamic growth.

Major trends in the global mutual fund assets market include adoption of technology in the form of robo-advisors and automated investment platforms, rise in sustainable and socially responsible mutual funds, trend towards passive investment strategies, with investors increasingly favoring index funds and ETFs. These trends reflect evolving consumer preferences and industry responses to create distinct and appealing offerings.

Major challenges for the global mutual fund assets market encompass emergence of alternative investment options, such as exchange-traded funds (ETFs) and direct stock investments, evolving regulatory landscape, fluctuations in global markets and economic instability. Understanding these challenges is critical for stakeholders to strategize effectively and ensure long-term growth in this competitive market.

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