According to a recent market study published by Growth Market Reports, titled, “Global Assets Under Management Market” by Type, Function, by End-users, and by region: Size, Share, trends and opportunity Analysis, 2016-2031”, the market was valued at USD 136.8 Trillion in 2022 and is expected to grow at a growth rate of 7.3 % by the year 2031.
As per Growth Market Reports industry analyst Suchi Kumari, “Global Assets Under Management” is anticipated to witness significant growth during the forecast period 2023-2031.
Assets under management (AUM) is the total market value of investments managed on behalf of investors by individuals or institutions. AUM is managed directly by the Fundhouse. Fund managers monitor the performance of these assets and make investment decisions to provide investors with significant capital appreciation.
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AUM can be seen as a slope and size parameter of a fund house's performance. Higher AUM indicates better investment inflow, quality, and management experience representing the fund house. Their fees are often calculated as a percentage of total assets under management. AUM typically fluctuates daily, indicating the inflow and outflow of resources from the organizations in which the fundhouse invests.
Key factors such as rising disposable income and growing consumer interest and participation in diverse asset classes of capital markets are anticipated to propel the growth of the market during the forecast period. Conversely, lack of awareness among consumers is hampering the market during the forecast period. Technological advancements in the financial sector are creating lucrative opportunities for market players.
The supply chain is a system between a company and its suppliers to manufacture and distribute particular products to the final buyers. This system includes different activities, information, entities, people, and resources. Entities involved in the Assets Under Management supply chain include manufacturers, suppliers/distributors, and end-users. Presence of major suppliers and distributors, adoption of technologies, availability of raw materials, and presence of an integrated technology industry are some factors that strengthened the supply chain of Assets Under Management in the developed region.
The primary as well as secondary research methodology is used for keen observation and study of the global Assets Under Management market. The primary research methodology involves commercial agreements made with the primary respondents as well as consulting partners to extract critical information pertaining to the syndicated as well as consulting projects. Primary interviews were conducted with the stakeholders across industry verticals on regular intervals in line with the ongoing studies and to keep ourselves abreast with the latest market trends & developments. Validation of the estimated market size, current and future trends done from the key opinion leaders (KOLs). These KOLs are the CXO level people from leading companies in the industry and possess the experience of around 10-20 years in the industry.
On the other-hand the secondary research methodology involves exhaustive desk research undertaken to understand the prevailing market trends & dynamics, market competition, customer insights and other KPIs. Company websites, their SEC filings, annual reports, broker & financial reports and investor presentations are scanned for understanding the competitive scenario, details and developments, and the overall competitive landscape. Regional government and statistical databases analyzed for macro & micro analysis. Research publications and paid data referred to obtain and validate the market estimations, budget, expenditure and other statistical insights.
The COVID-19 pandemic has highlighted economic disparities in the global demand for Assets Under Management in the crises of global interdependence and governance challenges. Pandemic is the isolated concerns for businesses and prospects for emerging patterns and vulnerabilities. During the pandemic situation, strict measures were taken for monitoring the circumstances, which in turn, affect the automotive manufacturers causing unanticipated short and long-term effects such as halt in productions, limited or no supply of raw material supply across region.
In the long-term, COVID-19 can serve as another opportunity for manufacturers to reconsider their commitment to the supply chain in regions prone to outbreaks and to reconfigure themselves regionally. In the current scenario, post-COVID-19, the production process of Assets Under Management has been resumed.
Key Takeaways from the Study
- The players include BlackRock, Inc., The Vanguard Group, Inc., State Street Corporation, Capital Group, Allianz, JPMorgan Chase & Co., Amundi, THE BANK OF NEW YORK MELLON CORPORATION, Invesco Ltd., and Morgan Stanley.
- The global asset under management market is segmented on the basis of by type, function, and end-users. Based on the type, global asset under management market is bifurcated into equity, fixed income, multi asset, and others. Among these, the fixed income segment holds a significant share of the market, owing to increasing consumer investment by the consumers with fixed income.
- On the basis of function, the market is fragmented into active and passive. The active segment is expected to have largest share in 2022. Active investing allows asset managers to adjust an investor's portfolio to prevailing market conditions. Investors can take advantage of short-term trading opportunities through active investments, which is driving the market. On the other hand, the passive segment is projected to expand in the near future, due to significant benefits such as low fees, highly transparent, and helping investors in tax savings.
- On the basis of end-users the global assets under management market is segmented into retail and institutional. The institutional segment is projected to grow highest CAGR during the forecast period, due to the increasing investment in personal savings and retirement funds are fueling the market.
- North America is expected to dominate the market during the forecast period, owing to the significant growth in the financial markets. This is primarily owing to early adoption of the trading and wealth management platforms among the consumers and businesses in this region. Also, the region comprises of several leading players in the market which dominates the market in this region.
Report Scope
Report Metric |
Details |
Market Value in 2022 |
USD 136.8 Trillion |
Market Growth Rate (from 2020 to 2028) |
7.3% |
Historical Data |
2020 & 2021 |
Base Year |
2022 |
Forecast Period |
2023 – 2031 |
Units Considered |
Value (USD Trillion) |
Market Segments |
By Type, By Function, By End-users |
Key Companies Profiled |
BlackRock, Inc., The Vanguard Group, Inc., State Street Corporation, Capital Group, Allianz, JPMorgan Chase & Co., Amundi, THE BANK OF NEW YORK MELLON CORPORATION, Invesco Ltd., and Morgan Stanley |
Customization Scope |
Report customization available on request |
Pricing and Purchase Options |
Avail tailor-made purchase options to meet your research requirements. |
Target Audience
- Supply-side: Financial Institutions
- Demand Side: Retail and Institutions
- Regulatory Side: Concerned government authorities, and other regulatory bodies.
- Associations and Industry Bodies: Securities and Exchange Board of India (SEBI), Federal Banks, and others bodies.