The Latest Fund Management Industry Statistics Explained
In 2020, the assets under management (AUM) in the fund management industry globally were $110.41 trillion.
In 2020, the assets under management (AUM) in the fund management industry globally reaching $110.41 trillion signifies the significant scale of financial resources being managed by fund managers across various markets and asset classes. This statistic encapsulates the substantial amount of money invested in funds worldwide, highlighting the substantial role that the fund management industry plays in financial markets. Such a large AUM figure reflects the confidence investors have in entrusting their capital to fund managers for potential growth and returns, underscoring the importance of sound investment strategies, risk management, and market expertise within the industry.
The asset management industry in the USA is the largest worldwide with over 50% of the global Assets Under Management.
The statistic that the asset management industry in the USA is the largest worldwide with over 50% of the global Assets Under Management indicates the substantial dominance and influence of the USA in managing financial assets on a global scale. This suggests that a significant portion of the world’s investment funds are managed by firms based in the USA, highlighting the country’s strong financial infrastructure, expertise, and market sophistication. This statistic underscores the USA’s leading role in shaping and influencing global financial markets, making it a key player in the asset management industry.
BlackRock was the largest asset manager globally in 2020, with managed assets amounting to approximately $7.81 trillion.
The statistic indicating that BlackRock was the largest asset manager globally in 2020 with managed assets totaling around $7.81 trillion illustrates the firm’s significant dominance in the financial industry. It highlights BlackRock’s extensive reach and influence in managing investments across various asset classes such as equities, fixed income, and alternative investments for a diverse range of clients including individual investors, institutional investors, and governments. This massive asset under management not only signifies BlackRock’s scale but also its role as a key player in shaping global financial markets and investment trends. The ability to effectively manage such a substantial amount of assets speaks to BlackRock’s reputation, capabilities, and market prowess in the asset management sector.
In 2019, exchange-traded fund’s assets worldwide amounted to 6.18 trillion U.S. dollars.
The statistic “In 2019, exchange-traded fund’s assets worldwide amounted to 6.18 trillion U.S. dollars” indicates the total value of assets held by exchange-traded funds (ETFs) around the world in the year 2019. ETFs are investment funds traded on stock exchanges, typically holding a diversified portfolio of securities such as stocks or bonds. The significant total value of 6.18 trillion U.S. dollars reflects the growing popularity and importance of ETFs as an investment vehicle for both individual and institutional investors, showcasing the extent to which they have become a crucial component of the global financial market.
The global hedge fund industry has assets under management of approximately $3.6 trillion.
The statistic that the global hedge fund industry has assets under management of approximately $3.6 trillion indicates the total value of financial assets that are actively managed and invested by hedge funds worldwide. This figure reflects the substantial size and importance of the hedge fund industry in the global financial market, highlighting the significant amount of capital being allocated to alternative investment strategies. The assets under management metric provides insight into the scale of resources being controlled by hedge funds, which play a key role in diversifying investment portfolios and seeking higher returns through a wide range of investment instruments and strategies.
There were 9,754 mutual funds in the United States in 2020.
The statistic “There were 9,754 mutual funds in the United States in 2020” represents the total number of mutual funds available for investment in the United States during that year. Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. This statistic indicates the range and diversity of investment options available to individuals and institutions seeking to invest in the financial markets. The high number of mutual funds suggests a variety of investment strategies and risk profiles for investors to choose from, potentially catering to a wide range of investment preferences and goals.
By 2025, it’s estimated that the global investment market will grow to $145.4 trillion.
The statistic states that by the year 2025, the global investment market is projected to reach a total value of $145.4 trillion. This indicates a significant growth in the investment market on a global scale within the next few years. Such growth can be influenced by factors such as economic expansion, technological advancements, political stability, and changes in market regulations. This statistic underscores the increasing importance of investments as a key driver of economic development and wealth creation worldwide, offering opportunities for individuals, businesses, and governments to participate in and benefit from the expanding global market.
Asia is expected to show the highest rate of asset growth, to reach $36.1 trillion by 2025.
This statistic indicates that Asia is projected to experience the most significant increase in asset growth among regions, potentially reaching a total value of $36.1 trillion by the year 2025. This suggests a positive trend in economic development and wealth accumulation in Asia compared to other regions. Factors contributing to this strong growth may include increasing investments, favorable economic conditions, and rising prosperity in the region. Such growth in assets can have a significant impact on various aspects of the economy, financial markets, and investment opportunities within Asia, potentially attracting more capital and driving further economic expansion in the coming years.
In 2019, active funds accounted for 64.9% of total U.S. mutual fund assets.
The statistic ‘In 2019, active funds accounted for 64.9% of total U.S. mutual fund assets’ indicates that nearly two-thirds of the assets held within U.S. mutual funds were invested in actively managed funds as opposed to passively managed funds. Active funds involve professional fund managers making strategic decisions to buy and sell investments in an attempt to outperform the market, whereas passive funds aim to replicate the performance of a specific market index. The relatively high percentage of assets in active funds suggests that there is still significant investor interest in actively managed strategies despite the rise of passive investing in recent years.
In 2020, the global wealth management industry overall was worth $74.3 trillion.
The statistic “In 2020, the global wealth management industry overall was worth $74.3 trillion” indicates the total value of assets under management by wealth management firms worldwide in that year. This figure represents the vast amount of financial resources managed by various institutions, including banks, investment firms, and private wealth managers, on behalf of individual clients and institutional investors. The size of the wealth management industry reflects the significant role it plays in managing and growing individuals’ and organizations’ wealth through investment strategies, financial planning, and asset allocation. The industry’s substantial value underscores its importance in the global financial landscape and its impact on economic growth and financial well-being.
In mainland China, the fund industry manages assets worth $2.6 trillion.
The statistic “In mainland China, the fund industry manages assets worth $2.6 trillion” indicates the total value of assets under management by fund companies in China. This includes a variety of financial products such as mutual funds, hedge funds, and pension funds. The size of the fund industry in China is a reflection of the country’s growing economy and increasing wealth accumulation among its population. As one of the world’s largest fund markets, this statistic highlights the significant role that the fund industry plays in channeling savings into investments and contributing to the overall financial market development in China.
There were 7,945 Registered Investment Advisors in the US as of 2020.
The statistic “There were 7,945 Registered Investment Advisors in the US as of 2020” indicates the total number of individuals or firms that are registered with the Securities and Exchange Commission (SEC) or state securities regulators to provide investment advice. Registered Investment Advisors (RIAs) are required to adhere to certain legal and fiduciary standards to ensure that they act in the best interests of their clients. This figure highlights the significant presence of RIAs within the financial services industry in the United States, underlining the importance of professional investment advice and regulatory oversight to protect investors.
In 2020, retail funds managed over 47% of the European fund management industry.
The statistic indicates that in 2020, retail funds held a significant market share of over 47% within the European fund management industry. This suggests that retail funds, which are investment vehicles designed for individual investors rather than institutional investors, played a dominant role in managing funds within the European financial market. The high percentage highlights the popularity and widespread use of retail funds among individual investors seeking investment opportunities and wealth management services in Europe. This statistic implies that retail funds are a major player in shaping the investment landscape in Europe, potentially influencing market dynamics, asset allocation strategies, and investment trends within the region.
The size of the investment fund industry in Europe at the end of 2019 stood at €17.07 trillion.
The statistic stating that the size of the investment fund industry in Europe at the end of 2019 was €17.07 trillion refers to the total value of assets under management by investment funds operating in Europe. This figure represents the collective amount of money invested in financial instruments such as stocks, bonds, and other securities within the region. The size of the investment fund industry reflects the scale and importance of the financial markets in Europe, indicating significant levels of capital flows and investments in diverse financial products. This statistic is an essential metric for assessing the overall strength and depth of the European investment landscape, providing insights into the level of investor participation, market activity, and overall economic conditions within the region.
53 percent of women in the U.S. engage in professional financial advice, compared to 58 percent of men.
The statistic indicates that in the United States, a slightly higher percentage of men (58%) seek professional financial advice compared to women (53%). This suggests that there is a gender disparity in the utilization of financial advisory services, with men being slightly more likely to seek such advice than women. The reasons for this difference could be multifaceted and may include factors such as differences in financial literacy, confidence in managing finances, access to financial resources, or societal norms around discussing and seeking financial advice. Addressing this gender disparity in financial advisory utilization may be crucial in promoting financial empowerment and well-being among women.
Private equity firms globally managed an estimated $4.5 trillion in assets in 2020.
This statistic indicates the massive scale of the private equity industry worldwide, with firms collectively overseeing an estimated $4.5 trillion in assets in 2020. Private equity firms play a significant role in the financial markets by raising capital from institutional investors and high-net-worth individuals to invest in businesses with growth potential. The substantial amount of assets managed by these firms highlights their influence in the global economy, as they make strategic investments in various sectors to generate returns for their investors. This statistic underscores the importance of private equity in driving innovation, job creation, and economic growth through their investments in a wide range of companies across different industries.
ESG funds recorded inflows of $347 billion in 2020, nearly four times than 2019 level.
The statistic indicates that in 2020, the total inflows into Environmental, Social, and Governance (ESG) funds amounted to $347 billion, marking a significant increase compared to the 2019 level. Specifically, the inflows in 2020 were almost four times larger than those seen in the previous year, showcasing a substantial surge in investor interest and capital directed towards ESG-focused investments. This trend suggests a growing recognition among investors of the importance of sustainable and socially responsible investing strategies, potentially driven by a combination of factors such as increasing awareness of ESG issues, regulatory changes, and a broader shift towards more ethical and sustainable investment practices in the financial markets.
The total value of real estate investment worldwide in 2020 was $9.6 trillion.
The statistic “The total value of real estate investment worldwide in 2020 was $9.6 trillion” indicates the cumulative amount of investment made into real estate properties around the globe during the year 2020. This figure encompasses investments in various types of real estate assets including residential, commercial, industrial, and land development. The magnitude of this total value reflects the significant role that real estate plays in the global economy, attracting capital from individuals, corporations, and institutions seeking long-term returns and diversification. The size of the real estate market highlights the scale of wealth tied up in property assets and underscores the importance of real estate as a key component of investment portfolios across different regions and markets.
According to the ICI, at the end of 2020, more than 100 million individuals owned mutual funds in the US.
The statistic indicates that by the end of 2020, over 100 million individuals in the United States were invested in mutual funds, as reported by the Investment Company Institute (ICI). This suggests a significant prevalence of mutual fund ownership among individuals seeking to invest in financial markets, potentially for long-term growth, diversification, or retirement savings. Mutual funds offer a convenient way for individuals to pool their money with other investors to access a professionally managed and diversified investment portfolio. The high number of individuals owning mutual funds reflects the popularity and appeal of these investment vehicles in the US as a means to achieve various financial goals and participate in the broader financial markets.
References
0. – https://www.www.prequin.com
1. – https://www.www.morningstar.com
2. – https://www.www.statista.com
3. – https://www.ici.org
4. – https://www.www.ici.org
5. – https://www.www.bcg.com
6. – https://www.www.pwc.com
7. – https://www.www.spglobal.com
8. – https://www.www.efama.org
