1 Executive Summary
- 1.1 Market overview
- Executive Summary - Chart on Market Overview
- Executive Summary - Data Table on Market Overview
- Executive Summary - Chart on Global Market Characteristics
- Executive Summary - Chart on Market by Geography
- Executive Summary - Chart on Market Segmentation by Type
- Executive Summary - Chart on Market Segmentation by Distribution Channel
- Executive Summary - Chart on Incremental Growth
- Executive Summary - Data Table on Incremental Growth
- Executive Summary - Chart on Company Market Positioning
2 Technavio Analysis
- 2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
- 2.2 Criticality of inputs and Factors of differentiation
- Overview on criticality of inputs and factors of differentiation
- 2.3 Factors of disruption
- Overview on factors of disruption
- 2.4 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029
3 Market Landscape
- 3.1 Market ecosystem
- Parent Market
- Data Table on - Parent Market
- 3.2 Market characteristics
- Market characteristics analysis
4 Market Sizing
- 4.1 Market definition
- Offerings of companies included in the market definition
- 4.2 Market segment analysis
- 4.4 Market outlook: Forecast for 2024-2029
- Chart on Global - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Global - Market size and forecast 2024-2029 ($ trillion)
- Chart on Global Market: Year-over-year growth 2024-2029 (%)
- Data Table on Global Market: Year-over-year growth 2024-2029 (%)
5 Historic Market Size
- 5.1 Global Mutual Funds Market 2019 - 2023
- Historic Market Size - Data Table on Global Mutual Funds Market 2019 - 2023 ($ trillion)
- 5.2 Type segment analysis 2019 - 2023
- Historic Market Size - Type Segment 2019 - 2023 ($ trillion)
- 5.3 Distribution Channel segment analysis 2019 - 2023
- Historic Market Size - Distribution Channel Segment 2019 - 2023 ($ trillion)
- 5.4 Geography segment analysis 2019 - 2023
- Historic Market Size - Geography Segment 2019 - 2023 ($ trillion)
- 5.5 Country segment analysis 2019 - 2023
- Historic Market Size - Country Segment 2019 - 2023 ($ trillion)
6 Qualitative Analysis
- 6.1 Impact of AI on the Global Mutual Funds Market
7 Five Forces Analysis
- 7.1 Five forces summary
- Five forces analysis - Comparison between 2024 and 2029
- 7.2 Bargaining power of buyers
- Bargaining power of buyers - Impact of key factors 2024 and 2029
- 7.3 Bargaining power of suppliers
- Bargaining power of suppliers - Impact of key factors in 2024 and 2029
- 7.4 Threat of new entrants
- Threat of new entrants - Impact of key factors in 2024 and 2029
- 7.5 Threat of substitutes
- Threat of substitutes - Impact of key factors in 2024 and 2029
- 7.6 Threat of rivalry
- Threat of rivalry - Impact of key factors in 2024 and 2029
- 7.7 Market condition
- Chart on Market condition - Five forces 2024 and 2029
8 Market Segmentation by Type
- 8.1 Market segments
- Chart on Type - Market share 2024-2029 (%)
- Data Table on Type - Market share 2024-2029 (%)
- 8.2 Comparison by Type
- Chart on Comparison by Type
- Data Table on Comparison by Type
- 8.3 Stock funds - Market size and forecast 2024-2029
- Chart on Stock funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Stock funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Stock funds - Year-over-year growth 2024-2029 (%)
- Data Table on Stock funds - Year-over-year growth 2024-2029 (%)
- 8.4 Bond funds - Market size and forecast 2024-2029
- Chart on Bond funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Bond funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Bond funds - Year-over-year growth 2024-2029 (%)
- Data Table on Bond funds - Year-over-year growth 2024-2029 (%)
- 8.5 Money market funds - Market size and forecast 2024-2029
- Chart on Money market funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Money market funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Money market funds - Year-over-year growth 2024-2029 (%)
- Data Table on Money market funds - Year-over-year growth 2024-2029 (%)
- 8.6 Hybrid funds - Market size and forecast 2024-2029
- Chart on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Hybrid funds - Market size and forecast 2024-2029 ($ trillion)
- Chart on Hybrid funds - Year-over-year growth 2024-2029 (%)
- Data Table on Hybrid funds - Year-over-year growth 2024-2029 (%)
- 8.7 Market opportunity by Type
- Market opportunity by Type ($ trillion)
- Data Table on Market opportunity by Type ($ trillion)
9 Market Segmentation by Distribution Channel
- 9.1 Market segments
- Chart on Distribution Channel - Market share 2024-2029 (%)
- Data Table on Distribution Channel - Market share 2024-2029 (%)
- 9.2 Comparison by Distribution Channel
- Chart on Comparison by Distribution Channel
- Data Table on Comparison by Distribution Channel
- 9.3 Advice channel - Market size and forecast 2024-2029
- Chart on Advice channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Advice channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Advice channel - Year-over-year growth 2024-2029 (%)
- Data Table on Advice channel - Year-over-year growth 2024-2029 (%)
- 9.4 Retirement plan channel - Market size and forecast 2024-2029
- Chart on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Retirement plan channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Retirement plan channel - Year-over-year growth 2024-2029 (%)
- Data Table on Retirement plan channel - Year-over-year growth 2024-2029 (%)
- 9.5 Institutional channel - Market size and forecast 2024-2029
- Chart on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Institutional channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Institutional channel - Year-over-year growth 2024-2029 (%)
- Data Table on Institutional channel - Year-over-year growth 2024-2029 (%)
- 9.6 Direct channel - Market size and forecast 2024-2029
- Chart on Direct channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Direct channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Direct channel - Year-over-year growth 2024-2029 (%)
- Data Table on Direct channel - Year-over-year growth 2024-2029 (%)
- 9.7 Supermarket channel - Market size and forecast 2024-2029
- Chart on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Supermarket channel - Market size and forecast 2024-2029 ($ trillion)
- Chart on Supermarket channel - Year-over-year growth 2024-2029 (%)
- Data Table on Supermarket channel - Year-over-year growth 2024-2029 (%)
- 9.8 Market opportunity by Distribution Channel
- Market opportunity by Distribution Channel ($ trillion)
- Data Table on Market opportunity by Distribution Channel ($ trillion)
10 Customer Landscape
- 10.1 Customer landscape overview
- Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
11 Geographic Landscape
- 11.1 Geographic segmentation
- Chart on Market share by geography 2024-2029 (%)
- Data Table on Market share by geography 2024-2029 (%)
- 11.2 Geographic comparison
- Chart on Geographic comparison
- Data Table on Geographic comparison
- 11.3 North America - Market size and forecast 2024-2029
- Chart on North America - Market size and forecast 2024-2029 ($ trillion)
- Data Table on North America - Market size and forecast 2024-2029 ($ trillion)
- Chart on North America - Year-over-year growth 2024-2029 (%)
- Data Table on North America - Year-over-year growth 2024-2029 (%)
- 11.4 Europe - Market size and forecast 2024-2029
- Chart on Europe - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Europe - Market size and forecast 2024-2029 ($ trillion)
- Chart on Europe - Year-over-year growth 2024-2029 (%)
- Data Table on Europe - Year-over-year growth 2024-2029 (%)
- 11.5 APAC - Market size and forecast 2024-2029
- Chart on APAC - Market size and forecast 2024-2029 ($ trillion)
- Data Table on APAC - Market size and forecast 2024-2029 ($ trillion)
- Chart on APAC - Year-over-year growth 2024-2029 (%)
- Data Table on APAC - Year-over-year growth 2024-2029 (%)
- 11.6 South America - Market size and forecast 2024-2029
- Chart on South America - Market size and forecast 2024-2029 ($ trillion)
- Data Table on South America - Market size and forecast 2024-2029 ($ trillion)
- Chart on South America - Year-over-year growth 2024-2029 (%)
- Data Table on South America - Year-over-year growth 2024-2029 (%)
- 11.7 Middle East and Africa - Market size and forecast 2024-2029
- Chart on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Middle East and Africa - Market size and forecast 2024-2029 ($ trillion)
- Chart on Middle East and Africa - Year-over-year growth 2024-2029 (%)
- Data Table on Middle East and Africa - Year-over-year growth 2024-2029 (%)
- 11.8 US - Market size and forecast 2024-2029
- Chart on US - Market size and forecast 2024-2029 ($ trillion)
- Data Table on US - Market size and forecast 2024-2029 ($ trillion)
- Chart on US - Year-over-year growth 2024-2029 (%)
- Data Table on US - Year-over-year growth 2024-2029 (%)
- 11.9 China - Market size and forecast 2024-2029
- Chart on China - Market size and forecast 2024-2029 ($ trillion)
- Data Table on China - Market size and forecast 2024-2029 ($ trillion)
- Chart on China - Year-over-year growth 2024-2029 (%)
- Data Table on China - Year-over-year growth 2024-2029 (%)
- 11.10 Germany - Market size and forecast 2024-2029
- Chart on Germany - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Germany - Market size and forecast 2024-2029 ($ trillion)
- Chart on Germany - Year-over-year growth 2024-2029 (%)
- Data Table on Germany - Year-over-year growth 2024-2029 (%)
- 11.11 France - Market size and forecast 2024-2029
- Chart on France - Market size and forecast 2024-2029 ($ trillion)
- Data Table on France - Market size and forecast 2024-2029 ($ trillion)
- Chart on France - Year-over-year growth 2024-2029 (%)
- Data Table on France - Year-over-year growth 2024-2029 (%)
- 11.12 Australia - Market size and forecast 2024-2029
- Chart on Australia - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Australia - Market size and forecast 2024-2029 ($ trillion)
- Chart on Australia - Year-over-year growth 2024-2029 (%)
- Data Table on Australia - Year-over-year growth 2024-2029 (%)
- 11.13 Canada - Market size and forecast 2024-2029
- Chart on Canada - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Canada - Market size and forecast 2024-2029 ($ trillion)
- Chart on Canada - Year-over-year growth 2024-2029 (%)
- Data Table on Canada - Year-over-year growth 2024-2029 (%)
- 11.14 UK - Market size and forecast 2024-2029
- Chart on UK - Market size and forecast 2024-2029 ($ trillion)
- Data Table on UK - Market size and forecast 2024-2029 ($ trillion)
- Chart on UK - Year-over-year growth 2024-2029 (%)
- Data Table on UK - Year-over-year growth 2024-2029 (%)
- 11.15 Italy - Market size and forecast 2024-2029
- Chart on Italy - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Italy - Market size and forecast 2024-2029 ($ trillion)
- Chart on Italy - Year-over-year growth 2024-2029 (%)
- Data Table on Italy - Year-over-year growth 2024-2029 (%)
- 11.16 Spain - Market size and forecast 2024-2029
- Chart on Spain - Market size and forecast 2024-2029 ($ trillion)
- Data Table on Spain - Market size and forecast 2024-2029 ($ trillion)
- Chart on Spain - Year-over-year growth 2024-2029 (%)
- Data Table on Spain - Year-over-year growth 2024-2029 (%)
- 11.17 India - Market size and forecast 2024-2029
- Chart on India - Market size and forecast 2024-2029 ($ trillion)
- Data Table on India - Market size and forecast 2024-2029 ($ trillion)
- Chart on India - Year-over-year growth 2024-2029 (%)
- Data Table on India - Year-over-year growth 2024-2029 (%)
- 11.18 Market opportunity by geography
- Market opportunity by geography ($ trillion)
- Data Tables on Market opportunity by geography ($ trillion)
12 Drivers, Challenges, and Opportunity/Restraints
- 12.3 Impact of drivers and challenges
- Impact of drivers and challenges in 2024 and 2029
- 12.4 Market opportunities/restraints
13 Competitive Landscape
- 13.2 Competitive Landscape
- Overview on criticality of inputs and factors of differentiation
- 13.3 Landscape disruption
- Overview on factors of disruption
- 13.4 Industry risks
- Impact of key risks on business
14 Competitive Analysis
- 14.2 Company ranking index
- 14.3 Market positioning of companies
- Matrix on companies position and classification
- 14.4 Aditya Birla Management Corp. Pvt. Ltd.
- Aditya Birla Management Corp. Pvt. Ltd. - Overview
- Aditya Birla Management Corp. Pvt. Ltd. - Product / Service
- Aditya Birla Management Corp. Pvt. Ltd. - Key news
- Aditya Birla Management Corp. Pvt. Ltd. - Key offerings
- SWOT
- 14.5 Amundi Austria GmbH
- Amundi Austria GmbH - Overview
- Amundi Austria GmbH - Product / Service
- Amundi Austria GmbH - Key offerings
- SWOT
- 14.6 Axis Asset Management Co. Ltd.
- Axis Asset Management Co. Ltd. - Overview
- Axis Asset Management Co. Ltd. - Product / Service
- Axis Asset Management Co. Ltd. - Key offerings
- SWOT
- 14.7 Baroda BNP Paribas Asset Management India Pvt. Ltd.
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Overview
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Product / Service
- Baroda BNP Paribas Asset Management India Pvt. Ltd. - Key offerings
- SWOT
- 14.8 BlackRock Inc.
- BlackRock Inc. - Overview
- BlackRock Inc. - Product / Service
- BlackRock Inc. - Key news
- BlackRock Inc. - Key offerings
- SWOT
- 14.9 Canara Robeco Asset Management Co.
- Canara Robeco Asset Management Co. - Overview
- Canara Robeco Asset Management Co. - Product / Service
- Canara Robeco Asset Management Co. - Key offerings
- SWOT
- 14.10 FMR LLC
- FMR LLC - Overview
- FMR LLC - Product / Service
- FMR LLC - Key offerings
- SWOT
- 14.11 GLP Pte Ltd.
- GLP Pte Ltd. - Overview
- GLP Pte Ltd. - Product / Service
- GLP Pte Ltd. - Key offerings
- SWOT
- 14.12 JPMorgan Chase and Co.
- JPMorgan Chase and Co. - Overview
- JPMorgan Chase and Co. - Business segments
- JPMorgan Chase and Co. - Key offerings
- JPMorgan Chase and Co. - Segment focus
- SWOT
- 14.13 PIMCO
- PIMCO - Overview
- PIMCO - Product / Service
- PIMCO - Key offerings
- SWOT
- 14.14 State Street Global Advisors
- State Street Global Advisors - Overview
- State Street Global Advisors - Business segments
- State Street Global Advisors - Key offerings
- State Street Global Advisors - Segment focus
- SWOT
- 14.15 The Bank of New York Mellon Corp.
- The Bank of New York Mellon Corp. - Overview
- The Bank of New York Mellon Corp. - Product / Service
- The Bank of New York Mellon Corp. - Key offerings
- SWOT
- 14.16 The Capital Group Companies Inc.
- The Capital Group Companies Inc. - Overview
- The Capital Group Companies Inc. - Product / Service
- The Capital Group Companies Inc. - Key offerings
- SWOT
- 14.17 The Charles Schwab Corp.
- The Charles Schwab Corp. - Overview
- The Charles Schwab Corp. - Business segments
- The Charles Schwab Corp. - Key offerings
- The Charles Schwab Corp. - Segment focus
- SWOT
- 14.18 The Vanguard Group Inc.
- The Vanguard Group Inc. - Overview
- The Vanguard Group Inc. - Product / Service
- The Vanguard Group Inc. - Key offerings
- SWOT
15 Appendix
- 15.2 Inclusions and exclusions checklist
- Inclusions checklist
- Exclusions checklist
- 15.3 Currency conversion rates for US$
- Currency conversion rates for US$
- 15.4 Research methodology
- 15.7 Validation techniques employed for market sizing
- Validation techniques employed for market sizing
- 15.9 360 degree market analysis
- 360 degree market analysis
- 15.10 List of abbreviations
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