Mutual Fund Assets Market to Grow with a CAGR of 6.8% through 2030

The global mutual fund assets market is poised for significant growth, driven by economic expansion, technological advancements, and evolving investor preferences. While challenges such as market volatility and regulatory complexities persist, the market's resilience and adaptability continue to drive its expansion.

According to TechSci Research report, “Mutual Fund Assets Market - Global Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030F”, the 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. The global mutual fund assets market is experiencing dynamic growth, influenced by factors such as economic expansion, technological advancements, and evolving investor preferences. While challenges like market volatility and regulatory complexities persist, the market's resilience and adaptability continue to drive its expansion. The increasing integration of ESG factors and the rise of passive investment strategies are reshaping the investment landscape, offering new opportunities for both investors and asset managers.     

Browse over xx market data Figures spread through xx Pages and an in-depth TOC on "Global Mutual Fund Assets Market.” 

The Mutual Fund Assets Market is segmented into investment strategy, investor type, distribution channel and region.

Based on investment strategy, sustainable strategy segment is the fastest growing in the mutual fund market. Sustainable or ESG (Environmental, Social, and Governance) funds have gained significant traction in recent years as investors become increasingly aware of social responsibility and environmental impact in their investment choices. There is a growing shift towards investing in funds that align with sustainability goals, driven by the desire to contribute positively to the environment and society while also achieving financial returns. Governments, regulatory bodies, and asset managers are responding to this demand by offering a wide range of ESG-focused investment products. This trend is accelerating as both institutional and individual investors prioritize ethical investing, positioning sustainable strategy funds as the fastest-growing segment in the market. As more investors recognize the importance of sustainable investing, this segment is expected to continue its rapid expansion, narrowing the gap with more traditional investment strategies like equity funds.

The fastest-growing distribution channel is direct sales, driven by the increasing use of digital platforms and the rise of online investing. With the advent of fintech, robo-advisors, and investment apps, more investors are turning to direct sales channels to bypass traditional intermediaries and purchase mutual funds directly. This shift is largely due to the ease of access, lower fees, and increased transparency offered by these platforms. Direct sales provide investors with the autonomy to manage their portfolios, track performance, and make investment decisions on their own, making it an attractive option for tech-savvy individuals. The growth of direct sales is further fueled by the increasing trend toward passive investing, where investors seek cost-effective solutions such as low-fee index funds and exchange-traded funds (ETFs). Financial technology companies and platforms like Vanguard, Fidelity, and Charles Schwab are leading this transition, offering direct access to a wide range of mutual funds.

Major companies operating in the global mutual fund assets market are:

• 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.

Download Free Sample Report

Customers can also request 10% free customization in this report.

“A key trend in the mutual fund assets market is to enhance competitiveness and expand market reach, there is a trend of consolidation among asset management firms and strategic partnerships. This trend aims to leverage synergies, diversify product offerings, and improve operational efficiencies“, said Mr. Karan Chechi, Research Director of TechSci Research, a research-based management consulting firm.

Mutual Fund Assets Market – Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Investment Strategy (Equity Strategy, Fixed Income Strategy, Multi Asset/Balanced Strategy, Sustainable Strategy, Money Market Strategy, Others), By Investor Type  (Retail, Individual), By Distribution Channel  (Direct Sales, Financial Advisor, Broker-Dealer, Banks, Others), By Region, & Competition, 2020-2030F”, has evaluated the future growth potential of global mutual fund assets market and provides statistics & information on market size, structure and future market growth. The report intends to provide cutting-edge market intelligence and help decision makers take sound investment decisions. Besides, the report also identifies and analyzes the emerging trends along with essential drivers, challenges, and opportunities in the global mutual fund assets market.

Contact Us-

TechSci Research LLC                                                                                              

420 Lexington Avenue, Suite 300,

New York, United States- 10170

M: +13322586602

Email: [email protected]

Website: www.techsciresearch.com