▶ 調査レポート

投資信託の米国市場2021-2026:成長・動向・新型コロナの影響・市場予測

• 英文タイトル:US Mutual Funds Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026)

Mordor Intelligenceが調査・発行した産業分析レポートです。投資信託の米国市場2021-2026:成長・動向・新型コロナの影響・市場予測 / US Mutual Funds Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026) / MRC2108A593資料のイメージです。• レポートコード:MRC2108A593
• 出版社/出版日:Mordor Intelligence / 2021年7月
• レポート形態:英文、PDF、180ページ
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レポート概要
本調査資料では、米国の投資信託市場について調査し、イントロダクション、調査手法、エグゼクティブサマリー、市場インサイト、資金別分析、投資家別分析、購買チャンネル別分析、競争状況、市場機会/将来の見通しなどを掲載しています。

With a whopping USD 21.3 trillion in total Net assets, The United States mutual fund industry remained the largest in the world in 2019. US accounted for almost 40% of the global mutual fund market that was valued at USD 54.93 Trillion in 2019.

United States accounted for a quarter of the global number of Mutual funds in the year 2020. To understand the massive size of this US market, it can be said that the United States’ market holds almost a quarter of all funds when compared globally.

As of 2019 major firms like Blackrock had an approximate value of USD 7 trillion worth of Assets under management, Vanguard stood next at USD 5.6 trillion and Charles Schwab at USD 3.7 trillion.

The majority of US mutual fund net assets at year-end 2020 were in long-term mutual funds, with equity funds alone making up 55.3 % of US mutual fund net assets. Bond mutual funds were the second-largest category, with 22 % of net assets. Money market funds (14.3 percent) and hybrid funds (8.4 percent) held the remainder.

As of 2018, there were a total of 8094 registered Mutual Funds while 7945 in April 2019. 46.2% of households owns the MF investments across the country.

Key Market Trends

US Mutual Funds Market Scenario

US Mutual Funds cover a wide range of asset classes, such as stocks and bonds, as well as market caps, sectors, industries and styles. The funds can be passively or actively managed to achieve short- and long-term returns. US Funds comprise many large companies in various industries like automobile, technology, healthcare, and the internet. Such funds give a chance to bet on companies like Apple, Amazon, Mastercard, Visa, Alphabet, Microsoft and Facebook.

U.S. shares – using the S&P 500 vs. the MSCI All Countries Index (excl. the U.S.) as a benchmark – it far outperformed shares in the rest of the world over the last decade. U.S. shares grew 186%, compared with 50% for the rest of the world. In 2019 alone, as of December 27, U.S. shares rose 29% vs. 19% for the rest of the world. These numbers show why the US is at the epitome of the Mutual fund segment globally.

For many large US firms, more than 40% of their revenues come from outside the US. In recent times, Many Mutual Funds’ investments routed through the SIP or STP due to economic slowdown predictions by several AUMs for the next couple of months.

Growing Personal Finance Sector

  • The Personal Finance market segment contains automated investment services that enable private investors to align their investment strategy or portfolio using automated recommendations
  • The fintech sector’s been hurt by the sharp decline in overall transactions and payments volumes. The travel, tourism, restaurants and entertainment industries, for example, are down 70% to 90% year-over-year while cross-border transactions are down 50%. On the other hand companies are reporting payment volume increase in everyday spending categories, like food and grocery stores, a sharp acceleration and shift to e-commerce has been observed as people buy and order items from home.
  • The rise of financial technology (fintech) has transformed the way in which service providers are able to engage with their customers. Fintech has simplified the complicated personal finance industry, making it far more accessible for the average consumer.
  • Companies that use robotic process automation for banking tasks see a return on investment of up to 100% within three to eight months.
  • The US accounted for over 70% of global fintech funding, with $76 billion in investment in 2020.

Competitive Landscape

The US Mutual Funds Market is highly competitive, with the presence of major international players. The US Mutual FundsMarket presents opportunities for growth during the forecast period, which is expected to further drive market competition. With a few players holding a significant share, the US Mutual Funds Market has an observable level of consolidation.

Reasons to Purchase this report:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support
レポート目次

1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS
4.1 Market Overview
4.1.1 Overview of US Current Economic and Financial Sector
4.1.2 Overview of US Financial Market and Investment Funds Industry Scenario
4.2 A Brief on Regulatory Environment
4.2.1 Impact of US SEC Regulatory Reforms on Mutual Funds Industry
4.2.2 Review and Commentary on US Financial Investments Assets Market after Economic Crisis 2008
4.3 Performance of Mutual Funds in United States
4.3.1 Insights on Entry And Exits of Mutual Funds of United States
4.3.2 Insights on Various Types of Fees and Expenses of funds in Mutual Fund Industry
4.3.3 Insights on Operating Cost and Revenue Generated
4.4 Technological Innovations Shaping The Industry
4.5 Market Drivers
4.6 Market Restraints
4.7 Porters 5 Force Analysis
4.7.1 Threat of New Entrants
4.7.2 Bargaining Power of Buyers/Consumers
4.7.3 Bargaining Power of Suppliers
4.7.4 Threat of Substitute Products
4.7.5 Intensity of Competitive Rivalry
4.8 Impact of COVID-19 on the Market

5 MARKET SEGMENTATION AND ANALYSIS
5.1 By Fund Type
5.1.1 Equity
5.1.2 Bond
5.1.3 Hybrid
5.1.4 Money Market
5.2 By Investor Type
5.2.1 Households
5.2.2 Institutions
5.3 By Channel of Purchase
5.3.1 Discount Broker/ Mutual Fund Super-market
5.3.2 Distributed Contribution Retirement Plan
5.3.3 Direct Sales from Mutual Fund Companies
5.3.4 Professional Financial Adviser

6 COMPETITIVE LANDSCAPE
6.1 Market Competition Overview
6.2 Company Profiles
6.2.1 BlackRock
6.2.2 The Vanguard Group
6.2.3 State Street Global Advisors
6.2.4 Fidelity Investments
6.2.5 J.P. Morgan Asset Management
6.2.6 BNY Mellon Investment Management
6.2.7 PIMCO
6.2.8 UBS
6.2.9 Allianz
6.2.10 Amundi*

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

8 DISCLAIMER AND ABOUT US