Mutual Funds Market - North America, Europe, EMEA, APAC : US, Canada, China, Germany, UK - Forecast 2023-2027

Published: Dec 2022 Pages: 156 SKU: IRTNTR74761

Mutual funds Market Size & Forecast

Mutual funds Market size is estimated to grow by USD 71.62 trillion between 2022 and 2027 accelerating at a CAGR of 9.76% during the forecast period. The growth of the market depends on several factors, including market liquidity, increasing share of financial savings in total household savings, and rising awareness-growing the investor base. 

This mutual funds market research report extensively covers market segmentation by type (stock funds, bond funds, money market funds, and hybrid funds), distribution channel (advice channel, retirement plan channel, institutional channel, direct channel, and supermarket channel), and geography (North America, Europe, APAC, South America, and Middle East and Africa). 

What will be the size of the Mutual Funds Market During the Forecast Period?

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Mutual Funds Market: Key Drivers, Trends, Challenges, and Customer Landscape

 Our researchers analyzed the data with 2022 as the base year, along with the key drivers, trends, and challenges. A holistic analysis of drivers will help companies refine their marketing strategies to gain a competitive advantage.

Key Mutual Funds Market Drivers

The market liquidity plays a significant role in driving mutual funds market share growth. Liquidity refers to the ease of buying or selling an asset quickly and efficiently without significantly impacting its price. Mutual funds are a prime example of a highly liquid financial market due to their composition and trading volume.

Mutual funds typically invest in companies of various sizes, with larger companies offering greater liquidity. Furthermore, these funds provide investors with a wide range of highly liquid assets, including stocks and fixed-income securities. The liquidity of mutual funds offers several advantages, such as easy fund switching and flexibility during market volatility. As a result, the market is expected to experience growth during the forecast period due to its high liquidity and associated benefits.

Significant Mutual Funds Market Trends

An emerging trend in the market is the growth of mutual fund assets in developing nations. This growth can be attributed to the strong performance of equity markets and increased net inflows to equity schemes in these countries. For example, in India, the average assets under management (AAUM) of the mutual fund sector reached INR 36.17 trillion (USD 0.48 trillion) by the end of December 2021, marking a substantial 30% increase from the previous year.

Both individual and institutional investors witnessed a rise in the value of their assets held by mutual funds in 2022 compared to 2021. This indicates a promising opportunity that is expected to drive the growth of the mutual fund market during the forecast period.

Major Mutual Funds Market Challenges

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. For example, a Canadian company doing business in China is exposed to exchange rate risk because it accepts financial transactions in the Chinese yuan and presents its financial statements in Canadian dollars. The risks that a company faces when conducting financial transactions between countries are called transaction risks.

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. In general, if you sell mutual funds when the foreign currency has strengthened against the dollar, you can make a profit. On the other hand, if the fund's currency or target index fell against the dollar, it will result in a loss. Such transaction risks may hinder the growth of the market during the forecast period

Key Mutual Funds Market Customer Landscape

The mutual funds  report includes the adoption lifecycle of the market, covering 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 Customer Landscape

Who are the Major Mutual Funds Market Vendors?

Vendors are implementing various strategies, such as strategic alliances, partnerships, mergers and acquisitions, geographical expansion, and product/service launches, to enhance their presence in the market.

Aditya Birla Management Corp. Pvt. Ltd. - The company offers viscose staple fiber, metals, cement, viscose filament yarn, branded apparel, carbon black, chemicals, fertilizers, insulators, financial services, and telecom. The key offerings of the company include mutual funds.

The report also includes detailed analyses of the competitive landscape of the market and information about 15 market vendors, including:

  • 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.

Qualitative and quantitative analysis of vendors has been conducted to help clients understand the wider business environment as well as the strengths and weaknesses of key market players. Data is qualitatively analyzed to categorize vendors as pure play, category-focused, industry-focused, and diversified; it is quantitatively analyzed to categorize vendors as dominant, leading, strong, tentative, and weak.

What is the Fastest-Growing Segment in the Mutual Funds Market?

The market share growth by the stock funds segment will be significant during the forecast period. Stock mutual funds provide investors with exposure to corporate stocks. There are various types of stock funds, each with its own investment strategy. For instance, growth funds focus on stocks that have the potential for significant financial gains but may not pay regular dividends. Income funds, on the other hand, invest in stocks that offer regular dividends. Index funds track specific market indices, such as the Standard and Poor 500 Index, while sector funds concentrate on a specific industry sector.

Stock funds are also categorized based on the proportion of investment in the mutual fund. For example, large-cap funds invest a minimum of 80% of their assets in equity shares of large-cap companies, which are the top 100 companies in terms of market capitalization. These funds provide stability and the potential for respectable returns. Mid-cap funds allocate a minimum of 65% of their holdings to equity shares of mid-cap companies, offering higher volatility and the potential for better returns compared to large-cap funds.

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The stock funds segment was valued at USD 45.08 trillion in 2017 and continued to grow until 2021. Large- and mid-cap funds invest a minimum of 35% of their assets in both large-cap and mid-cap companies. The remaining 30% can be invested in other equities or debt and money market components as permitted by regulatory authorities. Small-cap funds invest at least 65% of their assets in equity shares of small-cap companies, which are typically more volatile but offer potential returns. Multi-cap funds invest across large-cap, mid-cap, and small-cap companies based on market conditions, providing investors with a diversified portfolio across different market capitalizations.Stock funds are suitable for investors seeking exposure to the stock market and pursuing long-term investment goals. They offer the opportunity for capital growth and wealth accumulation over time.

Which are the Key Regions for the Mutual Funds Market?

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North America is estimated to contribute 52% to the growth of the global market during the forecast period. Technavio’s analysts have elaborately explained the regional trends and drivers that shape the market during the forecast period.

The market in North America accounted for a major market share in 2022. 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. This makes more buyers invest in mutual funds to eliminate the cost of brokerage commissions. With mutual funds, buyers have the option to individually manage and sell stocks on the stock exchange. This should increase transparency in trading activities and allow easy communication between traders. Moreover, as liquidity in some of the fixed-income markets has declined, investors are showing more interest in mutual funds. All such factors are expected to drive regional mutual funds market growth during the forecast period.

The real economy of North America has shown to be unexpectedly durable. Beginning with a sharp decrease in 2020 in GDP and increasing unemployment brought on by COVID-19, 2021 saw a return to economic slumber. The recovery was even more obvious in the financial markets, as share prices progressively increased until they reached levels that were 34% higher than their pre-COVID-19 highs by the end of August 2021. Such factors will boost market growth during the forecast period. 

Segment Overview

The report forecasts market growth by revenue at global, regional & country levels and provides an analysis of the latest trends and growth opportunities from 2017 to 2027. 

  • Type Outlook (USD Trillion, 2017 - 2027)
    • Stock funds
    • Bond funds
    • Money market funds
    • Hybrid funds
  • Distribution Channel Outlook (USD Trillion, 2017 - 2027)
    • Advice channel
    • Retirement plan channel
    • Institutional channel
    • Direct channel
    • Supermarket channel
  • Region Outlook (USD Trillion, 2017 - 2027)
    • North America
      • The U.S.
      • Canada
    • Europe
      • The U.K.
      • Germany
      • France
      • Rest of Europe
    • APAC
      • China
      • India
    • Middle East & Africa
      • Saudi Arabia
      • South Africa
      • Rest of the Middle East & Africa
    • South America
      • Chile
      • Brazil
      • Argentina

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 tn

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.

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What are the Key Data Covered in this Mutual Funds Market Research 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 parent market
  • Accurate predictions about upcoming trends and changes in consumer behavior
  • Growth of the industry across North America, Europe, APAC, South America, and Middle East and Africa
  • A thorough mutual funds industry 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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1 Executive Summary

  • 1.1 Market overview
    • Exhibit 01: Executive Summary – Chart on Market Overview
    • Exhibit 02: Executive Summary – Data Table on Market Overview
    • Exhibit 03: Executive Summary – Chart on Global Market Characteristics
    • Exhibit 04: Executive Summary – Chart on Market by Geography
    • Exhibit 05: Executive Summary – Chart on Market Segmentation by Type
    • Exhibit 06: Executive Summary – Chart on Market Segmentation by Distribution Channel
    • Exhibit 07: Executive Summary – Chart on Incremental Growth
    • Exhibit 08: Executive Summary – Data Table on Incremental Growth
    • Exhibit 09: Executive Summary – Chart on Vendor Market Positioning

2 Market Landscape

  • 2.1 Market ecosystem
    • Exhibit 10: Parent market
    • Exhibit 11: Market Characteristics

3 Market Sizing

  • 3.1 Market definition
    • Exhibit 12: Offerings of vendors included in the market definition
  • 3.2 Market segment analysis
    • Exhibit 13: Market segments
  • 3.3 Market size 2022
    • 3.4 Market outlook: Forecast for 2022-2027
      • Exhibit 14: Chart on Global - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 15: Data Table on Global - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 16: Chart on Global Market: Year-over-year growth 2022-2027 (%)
      • Exhibit 17: Data Table on Global Market: Year-over-year growth 2022-2027 (%)

    4 Historic Market Size

    • 4.1 Global mutual funds market 2017 - 2021
      • Exhibit 18: Historic Market Size – Data Table on Global mutual funds market 2017 - 2021 ($ trillion)
    • 4.2 Type Segment Analysis 2017 - 2021
      • Exhibit 19: Historic Market Size – Type Segment 2017 - 2021 ($ trillion)
    • 4.3 Distribution Channel Segment Analysis 2017 - 2021
      • Exhibit 20: Historic Market Size – Distribution Channel Segment 2017 - 2021 ($ trillion)
    • 4.4 Geography Segment Analysis 2017 - 2021
      • Exhibit 21: Historic Market Size – Geography Segment 2017 - 2021 ($ trillion)
    • 4.5 Country Segment Analysis 2017 - 2021
      • Exhibit 22: Historic Market Size – Country Segment 2017 - 2021 ($ trillion)

    5 Five Forces Analysis

    • 5.1 Five forces summary
      • Exhibit 23: Five forces analysis - Comparison between 2022 and 2027
    • 5.2 Bargaining power of buyers
      • Exhibit 24: Chart on Bargaining power of buyers – Impact of key factors 2022 and 2027
    • 5.3 Bargaining power of suppliers
      • Exhibit 25: Bargaining power of suppliers – Impact of key factors in 2022 and 2027
    • 5.4 Threat of new entrants
      • Exhibit 26: Threat of new entrants – Impact of key factors in 2022 and 2027
    • 5.5 Threat of substitutes
      • Exhibit 27: Threat of substitutes – Impact of key factors in 2022 and 2027
    • 5.6 Threat of rivalry
      • Exhibit 28: Threat of rivalry – Impact of key factors in 2022 and 2027
    • 5.7 Market condition
      • Exhibit 29: Chart on Market condition - Five forces 2022 and 2027

    6 Market Segmentation by Type

    • 6.1 Market segments
      • Exhibit 30: Chart on Type - Market share 2022-2027 (%)
      • Exhibit 31: Data Table on Type - Market share 2022-2027 (%)
    • 6.2 Comparison by Type
      • Exhibit 32: Chart on Comparison by Type
      • Exhibit 33: Data Table on Comparison by Type
    • 6.3 Stock funds - Market size and forecast 2022-2027
      • Exhibit 34: Chart on Stock funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 35: Data Table on Stock funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 36: Chart on Stock funds - Year-over-year growth 2022-2027 (%)
      • Exhibit 37: Data Table on Stock funds - Year-over-year growth 2022-2027 (%)
    • 6.4 Bond funds - Market size and forecast 2022-2027
      • Exhibit 38: Chart on Bond funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 39: Data Table on Bond funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 40: Chart on Bond funds - Year-over-year growth 2022-2027 (%)
      • Exhibit 41: Data Table on Bond funds - Year-over-year growth 2022-2027 (%)
    • 6.5 Money market funds - Market size and forecast 2022-2027
      • Exhibit 42: Chart on Money market funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 43: Data Table on Money market funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 44: Chart on Money market funds - Year-over-year growth 2022-2027 (%)
      • Exhibit 45: Data Table on Money market funds - Year-over-year growth 2022-2027 (%)
    • 6.6 Hybrid funds - Market size and forecast 2022-2027
      • Exhibit 46: Chart on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 47: Data Table on Hybrid funds - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 48: Chart on Hybrid funds - Year-over-year growth 2022-2027 (%)
      • Exhibit 49: Data Table on Hybrid funds - Year-over-year growth 2022-2027 (%)
    • 6.7 Market opportunity by Type
      • Exhibit 50: Market opportunity by Type ($ trillion)

    7 Market Segmentation by Distribution Channel

    • 7.1 Market segments
      • Exhibit 51: Chart on Distribution Channel - Market share 2022-2027 (%)
      • Exhibit 52: Data Table on Distribution Channel - Market share 2022-2027 (%)
    • 7.2 Comparison by Distribution Channel
      • Exhibit 53: Chart on Comparison by Distribution Channel
      • Exhibit 54: Data Table on Comparison by Distribution Channel
    • 7.3 Advice channel - Market size and forecast 2022-2027
      • Exhibit 55: Chart on Advice channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 56: Data Table on Advice channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 57: Chart on Advice channel - Year-over-year growth 2022-2027 (%)
      • Exhibit 58: Data Table on Advice channel - Year-over-year growth 2022-2027 (%)
    • 7.4 Retirement plan channel - Market size and forecast 2022-2027
      • Exhibit 59: Chart on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 60: Data Table on Retirement plan channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 61: Chart on Retirement plan channel - Year-over-year growth 2022-2027 (%)
      • Exhibit 62: Data Table on Retirement plan channel - Year-over-year growth 2022-2027 (%)
    • 7.5 Institutional channel - Market size and forecast 2022-2027
      • Exhibit 63: Chart on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 64: Data Table on Institutional channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 65: Chart on Institutional channel - Year-over-year growth 2022-2027 (%)
      • Exhibit 66: Data Table on Institutional channel - Year-over-year growth 2022-2027 (%)
    • 7.6 Direct channel - Market size and forecast 2022-2027
      • Exhibit 67: Chart on Direct channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 68: Data Table on Direct channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 69: Chart on Direct channel - Year-over-year growth 2022-2027 (%)
      • Exhibit 70: Data Table on Direct channel - Year-over-year growth 2022-2027 (%)
    • 7.7 Supermarket channel - Market size and forecast 2022-2027
      • Exhibit 71: Chart on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 72: Data Table on Supermarket channel - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 73: Chart on Supermarket channel - Year-over-year growth 2022-2027 (%)
      • Exhibit 74: Data Table on Supermarket channel - Year-over-year growth 2022-2027 (%)
    • 7.8 Market opportunity by Distribution Channel
      • Exhibit 75: Market opportunity by Distribution Channel ($ trillion)

    8 Customer Landscape

    • 8.1 Customer landscape overview
      • Exhibit 76: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

    9 Geographic Landscape

    • 9.1 Geographic segmentation
      • Exhibit 77: Chart on Market share by geography 2022-2027 (%)
      • Exhibit 78: Data Table on Market share by geography 2022-2027 (%)
    • 9.2 Geographic comparison
      • Exhibit 79: Chart on Geographic comparison
      • Exhibit 80: Data Table on Geographic comparison
    • 9.3 North America - Market size and forecast 2022-2027
      • Exhibit 81: Chart on North America - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 82: Data Table on North America - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 83: Chart on North America - Year-over-year growth 2022-2027 (%)
      • Exhibit 84: Data Table on North America - Year-over-year growth 2022-2027 (%)
    • 9.4 Europe - Market size and forecast 2022-2027
      • Exhibit 85: Chart on Europe - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 86: Data Table on Europe - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 87: Chart on Europe - Year-over-year growth 2022-2027 (%)
      • Exhibit 88: Data Table on Europe - Year-over-year growth 2022-2027 (%)
    • 9.5 APAC - Market size and forecast 2022-2027
      • Exhibit 89: Chart on APAC - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 90: Data Table on APAC - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 91: Chart on APAC - Year-over-year growth 2022-2027 (%)
      • Exhibit 92: Data Table on APAC - Year-over-year growth 2022-2027 (%)
    • 9.6 South America - Market size and forecast 2022-2027
      • Exhibit 93: Chart on South America - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 94: Data Table on South America - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 95: Chart on South America - Year-over-year growth 2022-2027 (%)
      • Exhibit 96: Data Table on South America - Year-over-year growth 2022-2027 (%)
    • 9.7 Middle East and Africa - Market size and forecast 2022-2027
      • Exhibit 97: Chart on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 98: Data Table on Middle East and Africa - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 99: Chart on Middle East and Africa - Year-over-year growth 2022-2027 (%)
      • Exhibit 100: Data Table on Middle East and Africa - Year-over-year growth 2022-2027 (%)
    • 9.8 US - Market size and forecast 2022-2027
      • Exhibit 101: Chart on US - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 102: Data Table on US - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 103: Chart on US - Year-over-year growth 2022-2027 (%)
      • Exhibit 104: Data Table on US - Year-over-year growth 2022-2027 (%)
    • 9.9 China - Market size and forecast 2022-2027
      • Exhibit 105: Chart on China - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 106: Data Table on China - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 107: Chart on China - Year-over-year growth 2022-2027 (%)
      • Exhibit 108: Data Table on China - Year-over-year growth 2022-2027 (%)
    • 9.10 Germany - Market size and forecast 2022-2027
      • Exhibit 109: Chart on Germany - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 110: Data Table on Germany - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 111: Chart on Germany - Year-over-year growth 2022-2027 (%)
      • Exhibit 112: Data Table on Germany - Year-over-year growth 2022-2027 (%)
    • 9.11 France - Market size and forecast 2022-2027
      • Exhibit 113: Chart on France - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 114: Data Table on France - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 115: Chart on France - Year-over-year growth 2022-2027 (%)
      • Exhibit 116: Data Table on France - Year-over-year growth 2022-2027 (%)
    • 9.12 Australia - Market size and forecast 2022-2027
      • Exhibit 117: Chart on Australia - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 118: Data Table on Australia - Market size and forecast 2022-2027 ($ trillion)
      • Exhibit 119: Chart on Australia - Year-over-year growth 2022-2027 (%)
      • Exhibit 120: Data Table on Australia - Year-over-year growth 2022-2027 (%)
    • 9.13 Market opportunity by geography
      • Exhibit 121: Market opportunity by geography ($ trillion)

    10 Drivers, Challenges, and Trends

    • 10.1 Market drivers
      • 10.2 Market challenges
        • 10.3 Impact of drivers and challenges
          • Exhibit 122: Impact of drivers and challenges in 2022 and 2027
        • 10.4 Market trends

          11 Vendor Landscape

          • 11.1 Overview
            • 11.2 Vendor landscape
              • Exhibit 123: Overview on Criticality of inputs and Factors of differentiation
            • 11.3 Landscape disruption
              • Exhibit 124: Overview on factors of disruption
            • 11.4 Industry risks
              • Exhibit 125: Impact of key risks on business

            12 Vendor Analysis

            • 12.1 Vendors covered
              • Exhibit 126: Vendors covered
            • 12.2 Market positioning of vendors
              • Exhibit 127: Matrix on vendor position and classification
            • 12.3 Aditya Birla Management Corp. Pvt. Ltd.
              • Exhibit 128: Aditya Birla Management Corp. Pvt. Ltd. - Overview
              • Exhibit 129: Aditya Birla Management Corp. Pvt. Ltd. - Product / Service
              • Exhibit 130: Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
            • 12.4 Amundi Austria GmbH
              • Exhibit 131: Amundi Austria GmbH - Overview
              • Exhibit 132: Amundi Austria GmbH - Product / Service
              • Exhibit 133: Amundi Austria GmbH - Key offerings
            • 12.5 Axis Asset Management Co. Ltd.
              • Exhibit 134: Axis Asset Management Co. Ltd. - Overview
              • Exhibit 135: Axis Asset Management Co. Ltd. - Product / Service
              • Exhibit 136: Axis Asset Management Co. Ltd. - Key offerings
            • 12.6 Baroda BNP Paribas Asset Management India Pvt. Ltd.
              • Exhibit 137: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
              • Exhibit 138: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product / Service
              • Exhibit 139: Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
            • 12.7 BlackRock Inc.
              • Exhibit 140: BlackRock Inc. - Overview
              • Exhibit 141: BlackRock Inc. - Product / Service
              • Exhibit 142: BlackRock Inc. - Key offerings
            • 12.8 BNY Mellon Securities Corp.
              • Exhibit 143: BNY Mellon Securities Corp. - Overview
              • Exhibit 144: BNY Mellon Securities Corp. - Business segments
              • Exhibit 145: BNY Mellon Securities Corp. - Key offerings
              • Exhibit 146: BNY Mellon Securities Corp. - Segment focus
            • 12.9 Canara Robeco Asset Management Co.
              • Exhibit 147: Canara Robeco Asset Management Co. - Overview
              • Exhibit 148: Canara Robeco Asset Management Co. - Product / Service
              • Exhibit 149: Canara Robeco Asset Management Co. - Key offerings
            • 12.10 DSP Investment Managers Pvt. Ltd.
              • Exhibit 150: DSP Investment Managers Pvt. Ltd. - Overview
              • Exhibit 151: DSP Investment Managers Pvt. Ltd. - Business segments
              • Exhibit 152: DSP Investment Managers Pvt. Ltd. - Key offerings
              • Exhibit 153: DSP Investment Managers Pvt. Ltd. - Segment focus
            • 12.11 FMR LLC
              • Exhibit 154: FMR LLC - Overview
              • Exhibit 155: FMR LLC - Product / Service
              • Exhibit 156: FMR LLC - Key offerings
            • 12.12 JPMorgan Chase and Co.
              • Exhibit 157: JPMorgan Chase and Co. - Overview
              • Exhibit 158: JPMorgan Chase and Co. - Business segments
              • Exhibit 159: JPMorgan Chase and Co. - Key offerings
              • Exhibit 160: JPMorgan Chase and Co. - Segment focus
            • 12.13 PIMCO
              • Exhibit 161: PIMCO - Overview
              • Exhibit 162: PIMCO - Product / Service
              • Exhibit 163: PIMCO - Key offerings
            • 12.14 State Street Global Advisors
              • Exhibit 164: State Street Global Advisors - Overview
              • Exhibit 165: State Street Global Advisors - Business segments
              • Exhibit 166: State Street Global Advisors - Key offerings
              • Exhibit 167: State Street Global Advisors - Segment focus
            • 12.15 The Capital Group Companies Inc.
              • Exhibit 168: The Capital Group Companies Inc. - Overview
              • Exhibit 169: The Capital Group Companies Inc. - Product / Service
              • Exhibit 170: The Capital Group Companies Inc. - Key offerings
            • 12.16 The Charles Schwab Corp.
              • Exhibit 171: The Charles Schwab Corp. - Overview
              • Exhibit 172: The Charles Schwab Corp. - Business segments
              • Exhibit 173: The Charles Schwab Corp. - Key offerings
              • Exhibit 174: The Charles Schwab Corp. - Segment focus
            • 12.17 The Vanguard Group Inc.
              • Exhibit 175: The Vanguard Group Inc. - Overview
              • Exhibit 176: The Vanguard Group Inc. - Product / Service
              • Exhibit 177: The Vanguard Group Inc. - Key offerings

            13 Appendix

            • 13.1 Scope of the report
              • 13.2 Inclusions and exclusions checklist
                • Exhibit 178: Inclusions checklist
                • Exhibit 179: Exclusions checklist
              • 13.3 Currency conversion rates for US$
                • Exhibit 180: Currency conversion rates for US$
              • 13.4 Research methodology
                • Exhibit 181: Research methodology
                • Exhibit 182: Validation techniques employed for market sizing
                • Exhibit 183: Information sources
              • 13.5 List of abbreviations
                • Exhibit 184: List of abbreviations

                Research Framework

                Technavio presents a detailed picture of the market by way of study, synthesis, and summation of data from multiple sources. The analysts have presented the various facets of the market with a particular focus on identifying the key industry influencers. The data thus presented is comprehensive, reliable, and the result of extensive research, both primary and secondary.

                INFORMATION SOURCES

                Primary sources

                • Manufacturers and suppliers
                • Channel partners
                • Industry experts
                • Strategic decision makers

                Secondary sources

                • Industry journals and periodicals
                • Government data
                • Financial reports of key industry players
                • Historical data
                • Press releases

                DATA ANALYSIS

                Data Synthesis

                • Collation of data
                • Estimation of key figures
                • Analysis of derived insights

                Data Validation

                • Triangulation with data models
                • Reference against proprietary databases
                • Corroboration with industry experts

                REPORT WRITING

                Qualitative

                • Market drivers
                • Market challenges
                • Market trends
                • Five forces analysis

                Quantitative

                • Market size and forecast
                • Market segmentation
                • Geographical insights
                • Competitive landscape

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                Key Questions Answered

                • What are the key global market and the regional market share?
                • What are the revenue-generating key market segments?
                • What are the key factors driving and challenging this market’s growth?
                • Who are the key market vendors and their growth strategies?
                • What are the latest trends influencing the growth of this market?
                • What are the variables influencing the market growth in the primary regions?
                • What are the factors influencing the growth of the parent market?

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