2025 Mutual Fund Assets Industry Trends Report: Long-Term Outlook Through 2034

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How Large Will the Mutual Fund Assets Market Size By 2025?
The market size of mutual fund assets has seen a significant expansion in the past few years. The forecasted growth projects an increase from $671.98 billion in 2024 to $745.82 billion in 2025, with a compound annual growth rate (CAGR) of 11.0%. Several factors contribute to this growth during the historic period including the performance of the stock market, a rise in disposable income and savings, tax benefits on mutual fund investments provided by governments, the increased focus on retirement planning, and heightened financial literacy and awareness.

How Big Is the Mutual Fund Assets Market Size Expected to Grow by 2029?
Rapid expansion is anticipated in the mutual fund assets market in the coming years, with a valuation projected to reach $1116.72 billion in 2029, reflecting a compound annual growth rate (CAGR) of 10.6%. This growth during the projected period can be credited to factors such as the dynamic regulatory framework, increased international investment potential, heightened awareness and education, a conducive low-interest rate milieu, and the amplified participation of institutional investors. The forecasted period will witness critical trends like the use of artificial intelligence and machine learning, the integration of blockchain technology, and the use of cloud-based solutions enhancing the scalability, flexibility, and security of mutual fund activities. The era will also see progress in the creation of mobile applications for managing mutual funds and regulatory technology (regtech).

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Which Key Market Drivers Powering Mutual Fund Assets Market Expansion and Growth?
An increase in the aging population will predominantly contribute to the growth of the mutual fund assets market. The aging demographic denotes individuals aged 65 and above, who are acknowledged as seniors. Higher life expectancy and lower birth rates factor into the growing elderly population numbers. The thriving aging population will elevate the mutual fund assets market as these older individuals look for reliable investment alternatives for their retirement funds. As they near retirement, their investment strategies typically shift from risky, growth-focused instruments to more steady, income-yielding mutual funds that promise stability and regular returns, thus fostering the expansion of the mutual fund assets market. For example, In July 2024, the UK Parliament's House of Commons Library shared that in 2022, the UK had 12.7 million people in the 65+ age group, making up 19% of the overall population. The projection presented expects this number to increase to 22.1 million by 2072, constituting 27% of the total population. Consequently, the growing aging population is promoting the growth of the mutual fund assets market.

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Which Fast-Growing Trends Are Poised to Disrupt the Mutual Fund Assets Market?
Major corporations involved in the mutual fund assets sector are shifting their focus to diversification, including expanding into burgeoning sectors with high growth possibilities. This move towards specialization in areas such as sustainable technologies or innovative trades could appeal to investors pursuing significant returns and investments secure for the future. For instance, Mirae Asset Mutual Fund, a financial services provider based in India, in June 2024, unveiled its Mirae Asset Nifty EV and New Age Automotive ETF, the first of its kind in India, devoted solely to the electric vehicle (EV) and contemporary automotive industries. The ETF aims to provide investors with long-term capital growth by primarily focusing on stocks from companies active in the dynamic car sector. This encompasses businesses specializing in electric and hybrid vehicles, battery technology, and automotive components. The fund's performance will align with the Nifty EV and New Age Automotive Total Return Index.

What Are the Emerging Segments in the Mutual Fund Assets Market?
The mutual fund assets market covered in this report is segmented -

1) By Type: Open-Ended, Close-Ended
2) By Investor Type: Retail, Institutional
3) By Investment Strategy: Equity Strategy, Fixed Income Strategy, Multi-Asset Or Balanced Strategy, Sustainable Strategy, Money Market Strategy, Other Investment Strategy
4) By Investment Style: Active, Passive
5) By Distribution Channel: Direct Sales, Financial Advisor, Broker-Dealer, Banks, Other Distribution Channels

Subsegments:
1) By Type: Open-Ended: Equity Mutual Funds, Bond Mutual Funds, Hybrid Mutual Funds, Money Market Funds, Index Funds, Exchange-Traded Funds (ETFS), Close-Ended: Equity Close-Ended Funds, Debt Close-Ended Funds, Interval Funds
2) By Investor Type: Retail: Individual Investors, High Net-Worth Individuals (HNWIS), Affluent Investors, Institutional: Pension Funds, Endowments And Foundations, Insurance Companies, Sovereign Wealth Funds, Corporations

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Who Are the Global Leaders in the Mutual Fund Assets Market?
Major companies operating in the mutual fund assets market are JPMorgan Chase & Co., Citigroup Inc., Morgan Stanley, BNP Paribas Asset Management Holding, Goldman Sachs Group Inc., Charles Schwab & Co. Inc., BlackRock Inc., Principal Financial Group Inc., Ameriprise Financial Inc., State Street Corporation, Franklin Resources Inc., Capital Group Companies Inc., The Vanguard Group Inc., Amundi Asset Management US Inc., Legg Mason Inc., Janus Henderson Group plc, Federated Hermes Inc., OppenheimerFunds Inc., Massachusetts Financial Services Company, Eaton Vance Corp., Pacific Investment Management Company LLC, Dimensional Fund Advisors LP, Wellington Management Company LLP, AllianceBernstein L.P., Dodge & Cox, Teachers Insurance and Annuity Association of America (TIAA), Putnam Investments LLC

Which are the Top Profitable Regional Markets for the Mutual Fund Assets Industry?
North America was the largest region in the mutual fund assets market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the mutual fund assets market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.

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