Mutual funds market 2023-2027: A descriptive analysis of five forces model, market dynamics, and segmentation- Technavio

NEW YORK, Jan. 17, 2023 /PRNewswire/ — According to Technavio, the mutual funds market size is estimated to grow by USD 71.62 trillion from 2022 to 2027. The market is estimated to grow at a CAGR of 9.76% during the forecast period. Moreover, the growth momentum will accelerate.

Technavio has announced its latest market research report titled Global Mutual Funds Market 2023-2027Technavio has announced its latest market research report titled Global Mutual Funds Market 2023-2027

Technavio has announced its latest market research report titled Global Mutual Funds Market 2023-2027

For more insights on market size, request a sample report

Global mutual funds market – Five forces
The global mutual funds market is fragmented, and the five forces analysis covers–

  • Bargaining Power of Buyers

  • The threat of New Entrants

  • Threat of Rivalry

  • Bargaining Power of Suppliers

  • Threat of Substitutes

  • Interpretation of porter’s five models helps to strategize the business, for entire details – buy the report!

Global mutual funds market – Customer Landscape

The report includes the market’s adoption lifecycle, from the innovator’s stage to the laggard’s stage. It focuses on adoption rates in different regions based on penetration. Furthermore, the report also includes key purchase criteria and drivers of price sensitivity to help companies evaluate and develop their growth strategies.

Global mutual funds market – Segmentation Assessment

Segment overview

Technavio has segmented the market based on type (stock funds, bond funds, money market funds, and hybrid funds), and distribution channel (advice channel, retirement plan channel, institutional channel, direct channel, and supermarket channel).

Segment Description

  • The stock funds segment will grow at a significant rate during the forecast period. These funds are significantly less volatile than mid-cap and small-cap funds and are capable of offering prospective respectable returns. Stock funds are excellent choices for capital growth investments since they can generate wealth over the long term. They are a good option for investors who seek exposure to the stock market and long-term investments. Thus, the growing demand for stock funds will drive the global mutual funds market during the forecast period.

Geography Overview

By geography, the global mutual funds market is segmented into North America, Europe, APAC, South America, and Middle East and Africa. The report provides actionable insights and estimates the contribution of all regions to the growth of the global mutual funds market.

  • North America is estimated to account for 52% of the growth of the global market during the forecast period. This rise is attributed to continuous trading activities in the region and the large presence of the equity market in the US. Tax efficiency, transparency, and the ability to gain access to a centralized stock exchange platform make it a lucrative security option for investors. As most investors on the stock exchange are cost sensitive, they look for low-cost brokerage options. All such factors are expected to drive regional mutual funds market growth during the forecast period.

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Global mutual funds market – Market dynamics

Key factor driving market growth

  • The market liquidity is notably driving the market growth. Liquidity can be defined as the ease with which an asset can be bought or sold quickly and efficiently in the market without significantly affecting its price.

  • Mutual funds are one of the easy-to-implement financial markets. This is due to the composition of investment funds and the volume of business.

  • In general, mutual funds are invested in the market of small, medium, and large companies, where large companies have the most liquidity.

  • The liquidity of mutual funds has several advantages, such as easy switching from one fund to another and flexibility during market volatility. Therefore, high liquidity is expected to drive the growth of the market during the forecast period.

Leading trends influencing the market 

  • The growth of mutual fund assets in developing nations is an emerging trend in the market. 

  • One of the major reasons behind the increase in the asset size of the mutual fund (MF) sector is due to the robust performance of the equity markets and net inflows to equity schemes in developing nations.

  • Individual investors’ assets held by mutual funds increased in value in 2022 as compared to 2021. Similarly, the worth of the institutional asset also increased in 2022 as compared to 2021.

  • Thus, the potential opportunity will drive the growth of the mutual market during the forecast period.

Major challenges hindering market growth

  • Transaction risks are major challenges impeding market growth. Transaction risks arise when a company makes financial transactions or holds accounts in a currency other than its own currency.

  • The risk is that the exchange rate will change before the transaction is completed. The duration between transaction and settlement is essentially a source of transaction risks.

  • Such transaction risks may hinder the growth of the market during the forecast period.

Drivers, Trends and challenges have an impact on market dynamics, which can impact businesses. Find more insights in a sample report!

What are the key data covered in this mutual funds market report?

  • CAGR of the market during the forecast period

  • Detailed information on factors that will drive the growth of the mutual funds market between 2023 and 2027

  • Precise estimation of the mutual funds market size and its contribution to the market in focus on the parent market

  • Accurate predictions about upcoming trends and changes in consumer behavior

  • Growth of the mutual funds industry across North America, Europe, APAC, South America, and Middle East and Africa

  • A thorough analysis of the market’s competitive landscape and detailed information about vendors

  • Comprehensive analysis of factors that will challenge the growth of mutual funds market vendors

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The global crowdfunding market is estimated to decline at a CAGR of 15.86% between 2022 and 2027. The size of the market is forecast to increase by USD 264.09 billion. This report extensively covers market segmentation by deployment (cloud and on-premise), type (P2P lending, equity investment, hybrid, reward, and others), and geography (APAC, North America, Europe, South America, and the Middle East and Africa).

Mutual Funds Market Scope

Report Coverage

Details

Page number

156

Base year

2022

Historic period

2017-2021

Forecast period

2023-2027

Growth momentum & CAGR

Accelerate at a CAGR of 9.76%

Market growth 2023-2027

USD 71.62 trillion

Market structure

Fragmented

YoY growth 2022-2023 (%)

8.24

Regional analysis

North America, Europe, APAC, South America, and Middle East and Africa

Performing market contribution

North America at 52%

Key countries

US, China, Australia, Germany, and France

Competitive landscape

Leading Vendors, Market Positioning of Vendors, Competitive Strategies, and Industry Risks

Key companies profiled

Aditya Birla Management Corp. Pvt. Ltd., Amundi Austria GmbH, Baroda BNP Paribas Asset Management India Pvt. Ltd., BlackRock Inc., BNY Mellon Securities Corp., Canara Robeco Asset Management Co., DSP Investment Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, Franklin Templeton, HDFC Ltd., ICICI Prudential Asset Management Co. Ltd., IDFC Mutual Fund, JPMorgan Chase and Co., State Street Global Advisors, The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc., Axis Asset Management Co. Ltd., and PIMCO

Market dynamics

Parent market analysis, Market growth inducers and obstacles, Fast-growing and slow-growing segment analysis, COVID-19 impact and recovery analysis and future consumer dynamics, and Market condition analysis for the forecast period.

Customization purview

If our report has not included the data that you are looking for, you can reach out to our analysts and get segments customized.

Customization purview

If our report has not included the data that you are looking for, you can reach out to our analysts and get segments customized.

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Table of Contents:

1 Executive Summary

  • 1.1 Market overview

2 Market Landscape

  • 2.1 Market ecosystem

3 Market Sizing

  • 3.1 Market definition

  • 3.3 Market size 2022

4 Historic Market Size

5 Five Forces Analysis

  • 5.1 Five forces summary

  • 5.6 Threat of rivalry

  • 5.7 Market condition

6 Market Segmentation by Type

  • 6.1 Market segments

  • 6.2 Comparison by Type

7 Market Segmentation by Distribution Channel

  • 7.1 Market segments

8 Customer Landscape

9 Geographic Landscape

10 Drivers, Challenges, and Trends

  • 10.1 Market drivers

  • 10.2 Market challenges

  • 10.4 Market trends

11 Vendor Landscape

  • 11.1 Overview

  • 11.2 Vendor landscape

  • 11.4 Industry risks

12 Vendor Analysis

  • 12.1 Vendors covered

  • 12.4 Amundi Austria GmbH

  • 12.7 BlackRock Inc.

  • 12.11 FMR LLC

  • 12.13 PIMCO

13 Appendix

  • 13.1 Scope of the report

About Us
Technavio is a leading global technology research and advisory company. Their research and analysis focuses on emerging market trends and provides actionable insights to help businesses identify market opportunities and develop effective strategies to optimize their market positions. With over 500 specialized analysts, Technavio’s report library consists of more than 17,000 reports and counting, covering 800 technologies, spanning across 50 countries. Their client base consists of enterprises of all sizes, including more than 100 Fortune 500 companies. This growing client base relies on Technavio’s comprehensive coverage, extensive research, and actionable market insights to identify opportunities in existing and potential markets and assess their competitive positions within changing market scenarios.

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