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Mutual Fund Assets Market to be Worth $936.10 Billion by 2030: Grand View Research, Inc.

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SAN FRANCISCO, Aug. 29, 2023 /PRNewswire/ — The global mutual fund assets market size is expected to reach USD 936.10 billion by 2030, growing at a CAGR of 6.9% from 2023 to 2030, according to a new report by Grand View Research, Inc. Advancements in technology and the availability of online investment platforms have contributed to the growth of the market. Online platforms make it easier for investors to research, compare, and invest in mutual funds. The convenience of online investing, coupled with features like automated portfolio management and goal-based investing, has attracted a broader investor base and expanded the reach of mutual funds. The growth of retirement savings and pension plans is also driving the market growth.

Key Industry Insights & Findings from the report:

  • The equity strategy segment dominated the market in 2022. Equity investments have the potential to generate long-term capital appreciation, appealing to investors seeking growth opportunities. By investing in company stocks, equity mutual funds provide investors with exposure to the performance and profitability of those companies, allowing them to benefit from potential market gains
  • The open-ended segment dominated the market in 2022. Open-ended funds can offer a broader range of investment options, including equity, fixed-income, balanced, and specialty funds. This diversity allows investors to create a well-rounded portfolio tailored to their risk tolerance and investment preferences
  • The financial advisor segment is expected to witness significant growth from 2023 to 2030. Financial advisors guide fund selection, portfolio diversification, and ongoing portfolio management, ensuring investors make informed decisions. As a result, the financial advisor segment is growing steadily as investors recognize the value and benefits of professional financial advice in marke
  • The active segment dominated the market in 2022. Active management provides a level of accountability and responsibility as fund managers actively monitor and make investment decisions on their investors’ behalf. This can instill confidence in investors and create a sense of trust in the fund management team
  • The institutional segment is emerging at a significant rate. Institutional investors increasingly recognize the benefits of outsourcing investment management to professional fund managers
  • North America dominated the market in 2022. North America has a robust regulatory framework and investor protection measures that instill confidence and trust in the mutual fund industry. This regulatory environment ensures transparency, accountability, and fair treatment of investors, further driving the dominance of mutual funds in the market

Read 130-page market research report, “Mutual Fund Assets Market Size, Share & Trends Analysis Report By Investment Strategy, By Type, By Distribution Channel, By Investment Style, By Investor Type, By Region, And Segment Forecasts, 2023 – 2030“, published by Grand View Research.

Mutual Fund Assets Market Growth & Trends

As individuals and organizations prioritize long-term financial planning and retirement savings, they turn to mutual funds as an effective tool for wealth accumulation. Many retirement plans, such as 401(k) plans in the U.S., offer mutual funds as investment options, making them easily accessible to retirement savers. Regulatory frameworks and investor protection measures enhance investor confidence in mutual funds and promote market growth. Regulators set guidelines and requirements for mutual funds, ensuring transparency, accountability, and fair treatment of investors. This regulatory oversight helps build trust and encourages more individuals and institutions to invest in mutual funds.

The economic stimulus measures implemented by governments worldwide to mitigate the impact of the COVID-19 pandemic have also positively influenced the global market. These measures, such as reduced interest rates and fiscal stimulus packages, have created a conducive environment for investment, leading to increased inflows into mutual funds. Furthermore, the recovery of financial markets following the initial volatility caused by the pandemic has boosted investor confidence and encouraged them to allocate their funds to mutual funds for potential returns.

Mutual Fund Assets Market Report Scope

Report Attribute

Details

Market size value in 2023

USD 586.47 billion

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Revenue forecast in 2030

USD 936.10 billion

Growth rate

CAGR of 6.9% from 2023 to 2030

Base year of estimation

2022

Historical data

2017 – 2021

Forecast period

2023 – 2030

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Mutual Fund Assets Market Segmentation 

Grand View Research has segmented the global mutual fund assets market on the basis of investment strategy, type, distribution channel, investment style, investor type, and region

 Mutual Fund Assets Market – Investment Strategy Outlook (Revenue, USD Billion, 2017 – 2030)

  • Equity Strategy
  • Fixed Income Strategy
  • Multi-asset/Balanced Strategy
  • Sustainable Strategy
  • Money Market Strategy
  • Others

Mutual Fund Assets Market – Type Outlook (Revenue, USD Billion, 2017 – 2030)

  • Open-ended
  • Close-ended

Mutual Fund Assets Market – Distribution Channel Outlook (Revenue, USD Billion, 2017 – 2030)

  • Direct Sales
  • Financial Advisor
  • Broker-dealer
  • Banks
  • Others

Mutual Fund Assets Market – Investment Style Outlook (Revenue, USD Billion, 2017 – 2030)

  • Active
  • Passive

Mutual Fund Assets Market – Investor Type Outlook (Revenue, USD Billion, 2017 – 2030)

  • Retail
  • Institutional

Mutual Fund Assets Market – Regional Outlook (Revenue, USD Billion, 2017 – 2030)

  • North America
    • U.S.
    • Canada
  • Europe
    • Luxembourg
    • UK
    • Germany
    • France
  • Asia Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia
  • Latin America
    • Brazil
    • Mexico
  • Middle East & Africa
    • Kingdom of Saudi Arabia (KSA)
    • UAE
    • South Africa

List of Key Players of Mutual Fund Assets Market

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

Check out more related studies published by Grand View Research:

  • Asset Management Market The global asset management market size is expected to reach USD 3,677.39 billion by 2030, registering a CAGR of 34.7% from 2023 to 2030, according to a new study conducted by Grand View Research, Inc. The three key trends that will drive the industry growth are the increasing number of High-Net-Worth Individuals (HNWIs), the government-incentivized shift to individual retirement plans, and the expansion of Sovereign Wealth Funds (SWFs). With increasing assets and associated costs, market vendors must maintain or increase their technology and data management investment to maximize distribution opportunities and comply with regulations and reporting. Other factors driving the industry include the need to reduce equipment downtime and ensure optimum utilization of the available resources.
  • Finance Lease Market – The global finance lease market size is expected to reach USD 324.40 billion by 2030, growing at a CAGR of 5.1% from 2022 to 2030, according to a new study conducted by Grand View Research, Inc. The market is anticipated to be driven by several advantages offered by finance leasing over traditional borrowing methods, including higher margins, tax advantages, and inflation-friendly and secure investments. Furthermore, the massive demand for new commercial models and branded equipment across the globe has become one of the significant factors driving the growth.
  • Fintech-as-a-Service Market – The global fintech-as-a-service market size is expected to reach USD 949.49 billion by 2030, growing at a CAGR of 17.2% from 2022 to 2030, according to a new report by Grand View Research, Inc. The increasing adoption of financial technology-based solutions and platforms globally is anticipated to drive the growth of the market. The increasing adoption of artificial intelligence, cloud-based software, and big data integrated with financial services is expected to drive the growth of the market for fintech-as-a-service.

Browse through Grand View Research’s Next Generation Technologies Industry Research Reports.

About Grand View Research

Grand View Research, U.S.-based market research and consulting company, provides syndicated as well as customized research reports and consulting services. Registered in California and headquartered in San Francisco, the company comprises over 425 analysts and consultants, adding more than 1200 market research reports to its vast database each year. These reports offer in-depth analysis on 46 industries across 25 major countries worldwide. With the help of an interactive market intelligence platform, Grand View Research Helps Fortune 500 companies and renowned academic institutes understand the global and regional business environment and gauge the opportunities that lie ahead.

Contact:

Sherry James
Corporate Sales Specialist, USA
Grand View Research, Inc.
Phone: 1-415-349-0058
Toll Free: 1-888-202-9519
Email: [email protected]
Web: https://www.grandviewresearch.com
Grand View Compass | Astra ESG Solutions
Follow Us: LinkedIn | Twitter

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Apt.Residential Selects Yardi’s Technology to Support BTR Projects

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Australian property developer and operator to utilise innovative cloud platform for construction and investment accounting

SYDNEY, Sept. 18, 2024 /PRNewswire/ — Apt.Residential, an owner, developer and operator of residential properties in Australia, has chosen Yardi’s single connected platform to support growth, connect teams and manage capex projects and build.

With Yardi®, Apt.Residential can manage its funds and simplify complex financial processes, mitigate risk and deliver real-time insights into projects. The platform provides more visibility from investor to asset and delivers enhanced and accurate reporting. The company can access live data for costing, expenses, and revenue on all projects, from ground-up development to single-unit improvements and will allow Apt.Residential to grow the volume of units within BTR once they have operational units.

“We wanted to find the best platform for BTR that would support growth, streamline management of capex projects and handle our complex accounting,” said Michael Hogg, co-founder & head of operations for Apt.Residential. “Yardi’s single integrated platform was the best solution as it ensures our team can connect on one system and not worry about integrations or using multiple platforms.”

“We’re excited to work with Apt.Residential and support its growth as the company expands its BTR projects,” said Neal Gemassmer, vice president and general manager for Yardi. “Our connected platform will help Apt.Residential enhance communication and set them up so they’re ready to operate once development has completed.”

See how Yardi’s end-to-end technology can help drive your digitalisation strategies.

About Apt.Residential
Apt.Residential is a leading vertically integrated owner, developer, and operator of residential properties in Australia backed by global institutional capital. The company develops residential communities where wellbeing and connectedness come first. Its human-centric approach allows Apt.Residential to shape places for people who crave comfort, community, and elevated living. For more information, please visit aptresidential.au.

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About Yardi

Celebrating its 40-year anniversary in 2024, Yardi® develops industry-leading software for all types and sizes of real estate companies across the world. With over 9,500 employees, Yardi is working with our clients to drive significant innovation in the real estate industry. For more information on how Yardi is Energised for Tomorrow, visit yardi.com.au.

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NewCo Capital Group Continues Global Expansion as 2024 Milestones Set The Stage for an Ambitious Q4

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NEW YORK, Sept. 18, 2024 /PRNewswire/ — As Q4 fast approaches, NewCo Capital Group (“NewCo”) and Australia-based Bizcap are finalizing year-end initiatives to strategically position both companies for an ambitious expansion in 2025.

Both companies have celebrated a highly successful 2024, marked by remarkable and accelerated growth. This momentum has been driven by Bizcap’s unique Line of Credit product, NewCo’s introduction of their “Line of Capital” product and the launch of NewCo’s new mobile app. CEO Albert Gahfi emphasized the importance of closing 2024 on a high note to set the stage for future growth. “We’ve had an exceptional year so far, but our focus is on what comes next. We’re building the foundation for 2025 and beyond, ensuring that NewCo and Bizcap are positioned for continued global expansion.”

The plan for Q4 includes deepening their presence in existing markets while making calculated moves into new territories, including Singapore, Germany, and Luxembourg. “There are new opportunities in emerging markets that are currently underserved, where we believe we can make a significant impact. As a result, 2025 promises to be an exciting year for SMB financing globally.”

By reinforcing their operational and technological infrastructure, the companies are preparing to meet the demands of a rapidly evolving global financing landscape. “2024 has been a year of strong growth, but we’re not stopping here,” Gahfi said. “We are focused on delivering innovative financing solutions that not only meet the needs of today but also anticipate the demands of tomorrow. As we head into 2025, we’re ready to expand our reach and provide even more businesses with the capital they need.”

Part of a multinational collaboration, NewCo and Bizcap have successfully deployed over $1.5 billion to over 35,000 businesses worldwide. Gahfi commented, “We’re moving capital faster and more effectively than any other sector and our clients are benefiting from that growth.”

NewCo’s strength lies in its ability to adapt quickly, using a unique mix of proprietary technology, nuanced underwriting, and an experienced risk management team. The companies’ hybrid approach is challenging outdated financing models, making NewCo a preferred partner for SMBs looking for custom capital solutions that truly fit their needs.

“We’re not just growing; we’re leading,” Gahfi added. “As we expand globally, our goal remains the same—helping small businesses scale, create jobs, and thrive.”

With a clear strategy and a relentless focus on delivering value, NewCo Capital Group is primed to deepen its market influence and capitalize on emerging opportunities. As the company prepares for its next wave of market entries, Q4 will serve as a pivotal launchpad for an even more ambitious 2025, setting the stage for continued growth and global leadership.

For more information, visit www.NewCoCapitalGroup.com.

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NewCo Capital Group
Email: [email protected]
Website: www.NewCoCapitalGroup.com

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Zulu Ecosystems and Severn Trent Water secure Innovate UK funding to pioneer catchment-scale Nature-based Solutions

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  • Partnership aims to develop innovative funding model for nature-based solutions that enhance water resilience in the Idle and Torne catchment, a priority area for environmental improvement
  • Project will aggregate supply and demand for ecosystem services across the 1,200km2 catchment, benefiting both nature and local communities
  • Led by Zulu Ecosystems, the collaboration seeks to accelerate private investment in nature recovery while addressing critical water challenges

LONDON, Sept. 18, 2024 /PRNewswire/ — Zulu Ecosystems and Severn Trent Water have been awarded funding from Innovate UK, the UK’s innovation agency, for a £580,000 project to develop a groundbreaking catchment system operator model for unlocking private investment in nature. The project aims to enhance water resilience and deliver multiple benefits for both nature and local communities in the Idle and Torne River catchment.

The Idle and Torne catchment, identified as a priority catchment by the Environment Agency, faces significant challenges including drought risk, flood vulnerability, and water quality issues. Approximately 60% of water bodies in the catchment currently fail to meet good ecological status. However, the area also presents substantial opportunities for nature recovery, with potential to restore over 5,000 hectares of priority habitats and significantly improve water resources management.

This innovative partnership will leverage Zulu Ecosystems’ cutting-edge natural capital assessment capabilities and Severn Trent Water’s expertise in water management to create a scalable approach for funding and delivering nature-based solutions. The project will focus on interventions such as woodland creation, wetland restoration, and riparian woodland to address the catchment’s pressing environmental challenges. The project will engage local stakeholders, including farmers, landowners, and community groups, to ensure that interventions reflect local needs and knowledge.

Ed Asseily, CEO of Zulu Ecosystems, said:

“This funding from Innovate UK is a game-changer for how we approach local nature recovery and water resilience. By developing a catchment-scale model that aggregates both the supply of and demand for ecosystem services, we can accelerate the flow of private capital into nature-based solutions.”

Severn Trent Water will play a key role as the project’s System Operator, strategically coordinating plans and aligning stakeholder priorities to maximise outcomes for water services and the environment.

Richard Smith, Strategic Asset Planning Manager at Severn Trent Water, commented:

“We’re excited to partner with Zulu Ecosystems on this transformative project. By adopting a system operator approach, we can ensure that investments in nature-based solutions deliver the greatest possible benefits for our customers, local communities, and the environment.”

This project has been funded by Innovate UK as part of the ‘Integrating Finance and Biodiversity for a Nature Positive Future’ programme, a joint initiative between the Natural Environment Research Council (NERC) and Innovate UK. This £7 million programme aims to develop solutions that embed the values of biodiversity into financial decision-making.

By bridging the gap between nature recovery and water resilience, this project has the potential to create a replicable model for sustainable landscape management across the UK. Innovate UK’s support underscores the national significance of developing new approaches to environmental management that can deliver multiple benefits, including improved water security, enhanced biodiversity, climate resilience, and potential new income streams for landowners.

Over the next 9 months, the project team will work closely with local stakeholders to identify priority interventions and develop a portfolio of investable nature-based solutions. The project aims to demonstrate how multi-stakeholder nature-based projects can be developed, funded, and delivered at catchment-scale to address climate adaptation and reverse biodiversity loss. Findings will be published to help scale similar initiatives across the UK and beyond.

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