Assets Under Management Market Size, Share & Analysis | 2031
Assets Under Management Market Size, Share & Analysis | 2031
Segments - Assets Under Management Market by Type (Equity, Fixed Income, Multi Asset, and Others) Function (Active and Passive), End-users (Retail and Institutional), and Region (North America, Europe, Asia Pacific, Latin America, and the Middle East & Africa) - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast 2023-2031
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| Report ID :BFSI-5339
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Report Description
Assets Under Management Market Outlook
The global assets under management market size was valued at USD 136.8 Trillion in 2022 and is projected to reach USD 255.4 Trillion by 2031, expanding at a CAGR of 7.3% during the forecast period.
Assets under management refers to the total market value of assets managed by an investment manager or financial institution on behalf of one or more clients. Market value is the estimated monetary value of an asset, such as the monetary value of a house. Companies such as brokerage firms, custodian banks, and venture capitalists use this financial measure.
Financial institution’s main goal is to increase their AUM which represents a common measure of success. Funds held by a financial institution may also be the financial institution's own economic assets. AUM is useful for businesses that want to monitor and maintain up-to-date data on their financial health. It is important for potential investors to analyze a company's high AUM when looking for an investment firm.
The investor has to evaluate various factors such as the fund manager's historical reputation and compliance. However, investors compare higher investment inflows and higher AUM to achieve positive indicators of quality and management experience. Asset under management continued to attract most of the investment. Investment managers are focusing on completing previous acquisitions to maximize synergies and transform operations.
Macro-Economic Factors
Government Regulations
Changes in government regulations may affect the attractiveness and performance of certain asset classes. For example, strict regulations on banks or financial institutions may lead to an increase in assets under management in alternative investments such as private equity or hedge funds. Conversely, regulatory changes that favor certain investments may influence investors to shift AUM into those assets.
Interest Rates
Interest rates play a crucial role in the global asset under management market. A rise in the interest rate makes it difficult for individuals to borrow money. This can lead to a decrease in investment and spending, which impacted the performance of assets such as bonds, equity, and real estate.
Interest rates can affect the performance and valuation of investments. This, in turn, affects the asset under management market as investment managers’ portfolios are influenced by changes in interest rates. It is necessary for firms to monitor and assess the impact of interest rate changes on their client’s portfolios and adjust their strategies accordingly.
Assets Under Management Market Dynamics
Market Driver
Rising disposable income is driving the market
Growing consumer disposable income is contributing to the global market growth associated with increasing consumer saving and wealth accumulation. Higher disposable income allows individuals to save more money and these saving can be further invested.
According to European Commission Organization in 2020, worldwide number of households with the annual disposable income of around USD 5,000 reached to 492 million which significantly increased from 447.0 million households. These households are widely investing in the asset under management. Various financial assets such as equity, bonds, and multi-assets, which is projected to boost the market during the forecast period.
Market Restraint
Increased Regulatory Scrutiny and Compliance Requirements
As governments and regulatory bodies aim to protect investors and maintain market integrity, they have implemented stricter regulations and reporting standards for asset managers. These regulations often require AUM firms to allocate more resources to compliance activities, including risk management, reporting, and governance. The increased compliance burden can result in higher operational costs and additional administrative work for asset managers, potentially impacting their profitability.
Market Opportunity
Growing Need for Retirement Planning
As consumers live longer and pension systems face challenges, retirement planning has become crucial. Asset managers can seize this opportunity by offering retirement-focused investment products and services, such as target-date funds, annuities, and retirement income strategies.
It can help clients accumulate savings, optimize investment portfolios, manage risks, and ensure a sustainable income stream in retirement. The continuous growth in the aging population and increasing awareness of retirement needs, asset managers that cater to this market can attract clients seeking financial security and peace of mind in their retirement years.
Scope of Assets Under Management Market Report
The report on the global assets under management market includes an assessment of the market, trends, segments, and regional markets. Overview and dynamics have also been included in the report.
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Attributes |
Details |
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Report Title |
Assets Under Management Market – Global Industry Analysis, Size, Share, Growth, Trends, and Forecast |
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Base Year |
2022 |
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Historic Data |
2016-2021 |
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Forecast Period |
2023–2031 |
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Segmentation |
Type (Equity, Fixed Income, Multi Asset, and Others), Function (Active and Passive), End-users (Retail and Institutional) |
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Regional Scope |
North America, Europe, Asia Pacific, Latin America, and Middle East & Africa |
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Report Coverage |
Company Share, Market Analysis and Size, Competitive Landscape, Growth Factors, and Trends, and Revenue Forecast |
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Key Players Covered |
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 |
Assets Under Management Market Segment Analysis
The global asset under management market is segmented on the basis of by type, function, and end-users.
Based on the type, the global asset under management market is bifurcated into equity, fixed income, multi-asset, and others. The fixed income segment holds a significant share of the market, owing to increasing consumer investment by consumers with fixed income. Rising retail investors who trade and invest in stocks are driving the market in the near future. Ease access to investment platforms and commission-free trading in equities are projected to fuel market growth.
On the basis of function, the global asset under management market is divided into active and passive. The passive segment is projected to grow with highest CAGR during the forecast period, owing to the passive funds are characterized by infrequent portfolio changes and lend themselves as a buy-and-hold approach. Passive investment strategies are highly adopted by customers for long-term investment.
For instance, The Financial Times reported that global passive investment wealth reached to around USD 15 trillion in 2021. The boom in exchange-traded funds (ETFs) has pushed their value to USD 7.71 trillion in 2021 while index-tracking mutual funds are worth USD 7.76 trillion. The rising trend toward the adoption of passive funds among consumer is due to their lower expense ratios and tax benefits compared as compared to active funds.
In terms of end-users, the global asset under-management market is fragmented into retail and institutional. The institutional segment is anticipated to grow at the highest CAGR in the near future. Institutions in both developed and developing countries are highly investing in assets to seize opportunities for hedging regional risks. Institutional investors need a risk-controlled return on investment.
The aggressive tactical allocation and hedging strategies to adapt to changing market conditions due to the geographical spread of exposure are expected to positively support the global assets under management during the forecast period.
Regional Analysis
Asia Pacific is expected to grow with the highest CAGR in the global market during the forecast period, owing to the rising investment activities. A rising middle-class population, a gradual shift of investors from deposits to financial assets, and longer retirement periods have created a need for managing valuable asset data in the BFSI industry, which is fueling the market in the near future. Expansion of the financial and banking sector in the Asia Pacific region is creating opportunities in the market during the forecast period.
Segments
Type
- Equity
- Fixed Income
- Multi-Asset
- Others
Function
- Active
- Passive
End-users
- Retail
- Institutional
Key Players
- BlackRock, Inc.
- The Vanguard Group, Inc
- State Street Corporation
- Capital Group
- Allianz
- PMorgan Chase & Co
- Amundi
- THE BANK OF NEW YORK MELLON CORPORATION,
- Invesco Ltd
- Morgan Stanley
Competitive Landscape
Top players in the market 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 players are adopting key strategies such as acquisition, collaborations, and geographical expansion where potential opportunities for the global assets under management market.
Frequently Asked Questions
The base year considered for the global assets under management market report is 2022. The complete analysis period is 2016 to 2031, wherein, 2016 to 2021 are the historic years, and the forecast is provided from 2023 to 2031.
In addition to market size (in USD Trillion), Company Market Share (in % for base year 2022), Value has been provided in the report.
The market is expected to show a slightly negative impact in 2019 and 2020 owing to the COVID 19 pandemic is impacted the global assets under management market.
Factors such as GDP, interest rates, and government regulations are analyzed in the final report.
According to this growth market reports report, the global assets under management market is likely to register a CAGR of 7.3% during the forecast period 2023-2031, with an anticipated valuation of USD 255.4 trillion by the end of 2031.
Rising disposable income and growing consumer interest and participation in diverse asset classes of capital markets are driving the growth of the market during the forecast period.
Factors such as competitive strength and market positioning are key areas considered while selecting top companies to be profiled.
Additional company profiles can be provided on request. For a discussion related to above findings, click Speak to Analyst
Table Of Content
Chapter 2 Assumptions and Acronyms UsedChapter 3 Research Methodology
Chapter 4 Assets under Management Market Overview
4.1 Introduction
4.1.1 Market Taxonomy
4.1.2 Market Definition
4.1.3 Macro-Economic Factors Impacting the Market Growth
4.2 Assets under Management Market Dynamics
4.2.1 Market Drivers
4.2.2 Market Restraints
4.2.3 Market Opportunity
4.3 Assets under Management Market - Supply Chain Analysis
4.3.1 List of Key Suppliers
4.3.2 List of Key Distributors
4.3.3 List of Key Consumers
4.4 Key Forces Shaping the Assets under Management Market
4.4.1 Bargaining Power of Suppliers
4.4.2 Bargaining Power of Buyers
4.4.3 Threat of Substitution
4.4.4 Threat of New Entrants
4.4.5 Competitive Rivalry
4.5 Global Assets under Management Market Size & Forecast, 2016-2031
4.5.1 Assets under Management Market Size and Y-o-Y Growth
4.5.2 Assets under Management Market Absolute $ Opportunity
Chapter 5 Global Assets under Management Market Analysis and Forecast By Product Type
5.1 Introduction
5.1.1 Key Market Trends & Growth Opportunities By Product Type
5.1.2 Basis Point Share (BPS) Analysis By Product Type
5.1.3 Absolute $ Opportunity Assessment By Product Type
5.2 Assets under Management Market Size Forecast By Product Type
5.2.1 Equity
5.2.2 Fixed Income
5.2.3 Multi Asset
5.2.4 Others
5.3 Market Attractiveness Analysis By Product Type
Chapter 6 Global Assets under Management Market Analysis and Forecast By Function
6.1 Introduction
6.1.1 Key Market Trends & Growth Opportunities By Function
6.1.2 Basis Point Share (BPS) Analysis By Function
6.1.3 Absolute $ Opportunity Assessment By Function
6.2 Assets under Management Market Size Forecast By Function
6.2.1 Active
6.2.2 Passive
6.3 Market Attractiveness Analysis By Function
Chapter 7 Global Assets under Management Market Analysis and Forecast By End-users
7.1 Introduction
7.1.1 Key Market Trends & Growth Opportunities By End-users
7.1.2 Basis Point Share (BPS) Analysis By End-users
7.1.3 Absolute $ Opportunity Assessment By End-users
7.2 Assets under Management Market Size Forecast By End-users
7.2.1 Retail
7.2.2 Institutional
7.3 Market Attractiveness Analysis By End-users
Chapter 8 Global Assets under Management Market Analysis and Forecast by Region
8.1 Introduction
8.1.1 Key Market Trends & Growth Opportunities by Region
8.1.2 Basis Point Share (BPS) Analysis by Region
8.1.3 Absolute $ Opportunity Assessment by Region
8.2 Assets under Management Market Size Forecast by Region
8.2.1 North America
8.2.2 Europe
8.2.3 Asia Pacific
8.2.4 Latin America
8.2.5 Middle East & Africa (MEA)
8.3 Market Attractiveness Analysis by Region
Chapter 9 Coronavirus Disease (COVID-19) Impact
9.1 Introduction
9.2 Current & Future Impact Analysis
9.3 Economic Impact Analysis
9.4 Government Policies
9.5 Investment Scenario
Chapter 10 North America Assets under Management Analysis and Forecast
10.1 Introduction
10.2 North America Assets under Management Market Size Forecast by Country
10.2.1 U.S.
10.2.2 Canada
10.3 Basis Point Share (BPS) Analysis by Country
10.4 Absolute $ Opportunity Assessment by Country
10.5 Market Attractiveness Analysis by Country
10.6 North America Assets under Management Market Size Forecast By Product Type
10.6.1 Equity
10.6.2 Fixed Income
10.6.3 Multi Asset
10.6.4 Others
10.7 Basis Point Share (BPS) Analysis By Product Type
10.8 Absolute $ Opportunity Assessment By Product Type
10.9 Market Attractiveness Analysis By Product Type
10.10 North America Assets under Management Market Size Forecast By Function
10.10.1 Active
10.10.2 Passive
10.11 Basis Point Share (BPS) Analysis By Function
10.12 Absolute $ Opportunity Assessment By Function
10.13 Market Attractiveness Analysis By Function
10.14 North America Assets under Management Market Size Forecast By End-users
10.14.1 Retail
10.14.2 Institutional
10.15 Basis Point Share (BPS) Analysis By End-users
10.16 Absolute $ Opportunity Assessment By End-users
10.17 Market Attractiveness Analysis By End-users
Chapter 11 Europe Assets under Management Analysis and Forecast
11.1 Introduction
11.2 Europe Assets under Management Market Size Forecast by Country
11.2.1 Germany
11.2.2 France
11.2.3 Italy
11.2.4 U.K.
11.2.5 Spain
11.2.6 Russia
11.2.7 Rest of Europe
11.3 Basis Point Share (BPS) Analysis by Country
11.4 Absolute $ Opportunity Assessment by Country
11.5 Market Attractiveness Analysis by Country
11.6 Europe Assets under Management Market Size Forecast By Product Type
11.6.1 Equity
11.6.2 Fixed Income
11.6.3 Multi Asset
11.6.4 Others
11.7 Basis Point Share (BPS) Analysis By Product Type
11.8 Absolute $ Opportunity Assessment By Product Type
11.9 Market Attractiveness Analysis By Product Type
11.10 Europe Assets under Management Market Size Forecast By Function
11.10.1 Active
11.10.2 Passive
11.11 Basis Point Share (BPS) Analysis By Function
11.12 Absolute $ Opportunity Assessment By Function
11.13 Market Attractiveness Analysis By Function
11.14 Europe Assets under Management Market Size Forecast By End-users
11.14.1 Retail
11.14.2 Institutional
11.15 Basis Point Share (BPS) Analysis By End-users
11.16 Absolute $ Opportunity Assessment By End-users
11.17 Market Attractiveness Analysis By End-users
Chapter 12 Asia Pacific Assets under Management Analysis and Forecast
12.1 Introduction
12.2 Asia Pacific Assets under Management Market Size Forecast by Country
12.2.1 China
12.2.2 Japan
12.2.3 South Korea
12.2.4 India
12.2.5 Australia
12.2.6 South East Asia (SEA)
12.2.7 Rest of Asia Pacific (APAC)
12.3 Basis Point Share (BPS) Analysis by Country
12.4 Absolute $ Opportunity Assessment by Country
12.5 Market Attractiveness Analysis by Country
12.6 Asia Pacific Assets under Management Market Size Forecast By Product Type
12.6.1 Equity
12.6.2 Fixed Income
12.6.3 Multi Asset
12.6.4 Others
12.7 Basis Point Share (BPS) Analysis By Product Type
12.8 Absolute $ Opportunity Assessment By Product Type
12.9 Market Attractiveness Analysis By Product Type
12.10 Asia Pacific Assets under Management Market Size Forecast By Function
12.10.1 Active
12.10.2 Passive
12.11 Basis Point Share (BPS) Analysis By Function
12.12 Absolute $ Opportunity Assessment By Function
12.13 Market Attractiveness Analysis By Function
12.14 Asia Pacific Assets under Management Market Size Forecast By End-users
12.14.1 Retail
12.14.2 Institutional
12.15 Basis Point Share (BPS) Analysis By End-users
12.16 Absolute $ Opportunity Assessment By End-users
12.17 Market Attractiveness Analysis By End-users
Chapter 13 Latin America Assets under Management Analysis and Forecast
13.1 Introduction
13.2 Latin America Assets under Management Market Size Forecast by Country
13.2.1 Brazil
13.2.2 Mexico
13.2.3 Rest of Latin America (LATAM)
13.3 Basis Point Share (BPS) Analysis by Country
13.4 Absolute $ Opportunity Assessment by Country
13.5 Market Attractiveness Analysis by Country
13.6 Latin America Assets under Management Market Size Forecast By Product Type
13.6.1 Equity
13.6.2 Fixed Income
13.6.3 Multi Asset
13.6.4 Others
13.7 Basis Point Share (BPS) Analysis By Product Type
13.8 Absolute $ Opportunity Assessment By Product Type
13.9 Market Attractiveness Analysis By Product Type
13.10 Latin America Assets under Management Market Size Forecast By Function
13.10.1 Active
13.10.2 Passive
13.11 Basis Point Share (BPS) Analysis By Function
13.12 Absolute $ Opportunity Assessment By Function
13.13 Market Attractiveness Analysis By Function
13.14 Latin America Assets under Management Market Size Forecast By End-users
13.14.1 Retail
13.14.2 Institutional
13.15 Basis Point Share (BPS) Analysis By End-users
13.16 Absolute $ Opportunity Assessment By End-users
13.17 Market Attractiveness Analysis By End-users
Chapter 14 Middle East & Africa (MEA) Assets under Management Analysis and Forecast
14.1 Introduction
14.2 Middle East & Africa (MEA) Assets under Management Market Size Forecast by Country
14.2.1 Saudi Arabia
14.2.2 South Africa
14.2.3 UAE
14.2.4 Rest of Middle East & Africa (MEA)
14.3 Basis Point Share (BPS) Analysis by Country
14.4 Absolute $ Opportunity Assessment by Country
14.5 Market Attractiveness Analysis by Country
14.6 Middle East & Africa (MEA) Assets under Management Market Size Forecast By Product Type
14.6.1 Equity
14.6.2 Fixed Income
14.6.3 Multi Asset
14.6.4 Others
14.7 Basis Point Share (BPS) Analysis By Product Type
14.8 Absolute $ Opportunity Assessment By Product Type
14.9 Market Attractiveness Analysis By Product Type
14.10 Middle East & Africa (MEA) Assets under Management Market Size Forecast By Function
14.10.1 Active
14.10.2 Passive
14.11 Basis Point Share (BPS) Analysis By Function
14.12 Absolute $ Opportunity Assessment By Function
14.13 Market Attractiveness Analysis By Function
14.14 Middle East & Africa (MEA) Assets under Management Market Size Forecast By End-users
14.14.1 Retail
14.14.2 Institutional
14.15 Basis Point Share (BPS) Analysis By End-users
14.16 Absolute $ Opportunity Assessment By End-users
14.17 Market Attractiveness Analysis By End-users
Chapter 15 Competition Landscape
15.1 Assets under Management Market: Competitive Dashboard
15.2 Global Assets under Management Market: Market Share Analysis, 2022
15.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
15.3.1 BlackRock, Inc.
15.3.2 The Vanguard Group, Inc.
15.3.3 State Street Corporation
15.3.4 Capital Group
15.3.5 Allianz
15.3.6 JPMorgan Chase & Co.
15.3.7 Amundi
15.3.8 THE BANK OF NEW YORK MELLON CORPORATION
15.3.9 Invesco Ltd.
15.3.10 Morgan Stanley
Methodology
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