GITNUXREPORT 2025

Investment Industry Statistics

Global asset management reaches trillions, ESG, digital assets, and innovation thrive.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Statistic 1

The average yield on 10-year US Treasury bonds was around 3.5% in 2023

Statistic 2

The average expense ratio for mutual funds in the US was 0.42% in 2022

Statistic 3

The average annual fee for mutual funds ranges between 0.50% and 1.50%

Statistic 4

The average compressive expense ratio for actively managed funds was approximately 1.16% in 2022

Statistic 5

The number of new hedge fund launches in 2023 increased by 8% compared to 2022

Statistic 6

The average fee for hedge funds ranged from 1% management fee and 20% performance fee in 2023

Statistic 7

The number of new investment funds launched globally increased by 11% in 2023

Statistic 8

Over $81 trillion in global wealth was managed by private banks in 2023

Statistic 9

The total assets managed by sovereign wealth funds worldwide reached $10 trillion in 2023

Statistic 10

In 2023, approximately 45% of individual investors in the US are actively engaged in online trading

Statistic 11

Approximately 60% of retail investors prefer passive investment strategies such as ETFs

Statistic 12

The percentage of institutional investors using alternative investments increased to 52% in 2023

Statistic 13

The median holding period for stocks in US equity mutual funds decreased to approximately 4 years in 2022

Statistic 14

Around 72% of individual investors in the US seek financial advice or planning services

Statistic 15

The percentage of global institutional investors allocating to cryptocurrencies increased to 15% in 2023

Statistic 16

Approximately 48% of retail investors in Europe used online platforms to manage investments in 2023

Statistic 17

The average investor allocates roughly 25% of their portfolio to bonds

Statistic 18

The percentage of millennials investing in stocks has risen to 63% in 2023

Statistic 19

About 55% of retail investors plan to increase their investment allocations to digital assets within the next year

Statistic 20

The global FinTech investment industry attracted over $24 billion in funding in 2023

Statistic 21

In 2022, around 65% of fund managers used data analytics tools to inform their investment decisions

Statistic 22

Approximately 38% of institutional investors utilized impact investing strategies in 2023

Statistic 23

The median investment time horizon for hedge funds increased to 3.5 years in 2023

Statistic 24

The number of registered investment advisors (RIAs) in the US exceeded 30,000 in 2023

Statistic 25

In 2022, approximately 52% of retail investors utilized digital trading platforms

Statistic 26

The proportion of financial advisors offering robo-advisory services increased to 68% in 2023

Statistic 27

The percentage of institutional investors allocating to private debt increased to 44% in 2023

Statistic 28

Approximately 40% of retail investors used mobile apps exclusively for managing their investments in 2023

Statistic 29

Approximately 41% of retail investors in Asia engaged in active trading in 2023

Statistic 30

The average allocation to alternative investments among institutional investors increased from 11% in 2018 to 15% in 2023

Statistic 31

Approximately 55% of retail investors increased their use of digital financial products in 2023

Statistic 32

The median holding period for stocks in US mutual funds declined to about 3.2 years in 2022

Statistic 33

The percentage of retail investors using social trading platforms grew to 33% in 2023

Statistic 34

Approximately 60% of institutional investors plan to increase allocations to sustainable investments in 2024

Statistic 35

Nearly 40% of institutional investors globally considered climate risk as a primary factor in their investment planning in 2023

Statistic 36

The global investment in FinTech exceeded $150 billion in 2023

Statistic 37

The number of retail investors in digital assets increased by 60% in 2023

Statistic 38

The global asset management industry managed approximately $129.2 trillion in assets as of 2022

Statistic 39

The average annual return of the S&P 500 over the past 50 years is approximately 10%

Statistic 40

The total assets under management (AUM) in the hedge fund industry reached $4.7 trillion in 2023

Statistic 41

Approximately 70% of investment managers report that ESG factors are increasingly influencing their investment decisions

Statistic 42

The global robo-advisors market size was valued at $2.33 trillion in AUM in 2023

Statistic 43

The number of ETFs globally surpassed 5,600 products in 2023

Statistic 44

The percentage of assets managed through ESG funds grew to nearly $2.7 trillion in 2023

Statistic 45

Global private equity assets under management reached approximately $5.8 trillion in 2023

Statistic 46

The average pay for hedge fund managers in 2023 was approximately $350 million annually

Statistic 47

The average annual return for venture capital investments has been approximately 18% over the past decade

Statistic 48

The global structured products market size was valued at over $8 trillion in 2022

Statistic 49

The number of fiduciary assets in the US increased to over $100 trillion in 2023

Statistic 50

In 2022, the global ETF industry saw net inflows of approximately $600 billion

Statistic 51

The global market for socially responsible investing (SRI) was valued at $1.3 trillion in 2022

Statistic 52

Approximately 80% of institutional investors reported increasing their ESG-related investments in 2023

Statistic 53

The average hedge fund return net of fees was approximately 8.5% in 2023

Statistic 54

The total assets in socially responsible ETFs increased by 35% in 2023

Statistic 55

The global derivatives market value was estimated at around $550 trillion in 2022

Statistic 56

The average annual growth rate for assets under management globally was approximately 7% from 2018 to 2023

Statistic 57

The percentage of assets managed in passive strategies globally increased to over 50% in 2023

Statistic 58

The global impact investing market size reached about $1.1 trillion in 2022

Statistic 59

Assets under management in sustainable funds reached $2.3 trillion globally in 2023

Statistic 60

The average expense ratio for ESG funds is approximately 0.49%, higher than traditional funds

Statistic 61

The number of venture capital deals increased by 12% in 2023 compared to 2022

Statistic 62

The total assets held by robo-advisors globally surpassed $2 trillion in 2023

Statistic 63

The average annual inflation rate impacting investment returns in major economies was around 3.2% in 2023

Statistic 64

The global ESG investing market size is expected to grow at a compound annual growth rate (CAGR) of 12% until 2027

Statistic 65

The median annual return for private equity funds was approximately 14% net IRR in 2023

Statistic 66

The global derivatives market notional outstanding was valued at approximately $1.2 quadrillion in 2022

Statistic 67

The total assets in global sustainable funds worldwide increased by 34% in 2023

Statistic 68

The global impact investing market is projected to reach approximately $2.5 trillion by 2027

Statistic 69

The proportion of ESG assets in the EU’s fund universe rose to 75% in 2023

Statistic 70

The total assets invested in Islamic finance globally reached approximately $3 trillion in 2023

Statistic 71

The total number of fintech startups worldwide reached over 11,000 in 2023

Statistic 72

The global ESG bonds issuance exceeded $1 trillion in 2022

Statistic 73

The average annual return of global equity funds was approximately 8.3% in 2023

Statistic 74

Assets in socially responsible investment funds globally grew by 25% in 2023

Statistic 75

The number of thematic ETFs globally reached over 300 products in 2023

Statistic 76

The median net IRR for infrastructure funds was approximately 9.1% in 2023

Statistic 77

The percentage of private market funds investing in digital assets grew to 20% in 2023

Statistic 78

The average annual return for commodities investments was around 5% in 2023

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Key Highlights

The global asset management industry managed approximately $129.2 trillion in assets as of 2022
The average annual return of the S&P 500 over the past 50 years is approximately 10%
In 2023, approximately 45% of individual investors in the US are actively engaged in online trading
The total assets under management (AUM) in the hedge fund industry reached $4.7 trillion in 2023
Approximately 70% of investment managers report that ESG factors are increasingly influencing their investment decisions
The average expense ratio for mutual funds in the US was 0.42% in 2022
Approximately 60% of retail investors prefer passive investment strategies such as ETFs
The global robo-advisors market size was valued at $2.33 trillion in AUM in 2023
The percentage of institutional investors using alternative investments increased to 52% in 2023
The average annual fee for mutual funds ranges between 0.50% and 1.50%
The number of ETFs globally surpassed 5,600 products in 2023
The percentage of assets managed through ESG funds grew to nearly $2.7 trillion in 2023
The median holding period for stocks in US equity mutual funds decreased to approximately 4 years in 2022

The investment industry is booming and evolving at a rapid pace, with trillions of dollars in assets under management, a surge in ESG and digital investments, and innovative strategies reshaping the landscape in 2023.

Asset Classes and Investment Types

The average yield on 10-year US Treasury bonds was around 3.5% in 2023

Asset Classes and Investment Types Interpretation

With the 10-year US Treasury yield holding steady at around 3.5% in 2023, investors are faced with a landscape where safe government bonds offer modest returns, underscoring the delicate balancing act between risk and reward in today’s economic climate.

Fund Activity and Market Entry

The average expense ratio for mutual funds in the US was 0.42% in 2022
The average annual fee for mutual funds ranges between 0.50% and 1.50%
The average compressive expense ratio for actively managed funds was approximately 1.16% in 2022
The number of new hedge fund launches in 2023 increased by 8% compared to 2022
The average fee for hedge funds ranged from 1% management fee and 20% performance fee in 2023
The number of new investment funds launched globally increased by 11% in 2023

Fund Activity and Market Entry Interpretation

With mutual funds quietly trimming their expense ratios to an average of 0.42% in 2022 and hedge funds ramping up fee structures along with an 8% boost in new launches, the relentless drive for alpha suggests that while investors are diversifying their portfolios by the dozen, they’re often paying a premium to stay in the game.

Institutional and Sovereign Wealth Assets

Over $81 trillion in global wealth was managed by private banks in 2023
The total assets managed by sovereign wealth funds worldwide reached $10 trillion in 2023

Institutional and Sovereign Wealth Assets Interpretation

With private banks overseeing a staggering $81 trillion and sovereign wealth funds holding $10 trillion in 2023, the global financial landscape resembles a high-stakes game of Monopoly—only the stakes are real and the playbook increasingly complex.

Investment Demographics and Investor Behavior

In 2023, approximately 45% of individual investors in the US are actively engaged in online trading
Approximately 60% of retail investors prefer passive investment strategies such as ETFs
The percentage of institutional investors using alternative investments increased to 52% in 2023
The median holding period for stocks in US equity mutual funds decreased to approximately 4 years in 2022
Around 72% of individual investors in the US seek financial advice or planning services
The percentage of global institutional investors allocating to cryptocurrencies increased to 15% in 2023
Approximately 48% of retail investors in Europe used online platforms to manage investments in 2023
The average investor allocates roughly 25% of their portfolio to bonds
The percentage of millennials investing in stocks has risen to 63% in 2023
About 55% of retail investors plan to increase their investment allocations to digital assets within the next year
The global FinTech investment industry attracted over $24 billion in funding in 2023
In 2022, around 65% of fund managers used data analytics tools to inform their investment decisions
Approximately 38% of institutional investors utilized impact investing strategies in 2023
The median investment time horizon for hedge funds increased to 3.5 years in 2023
The number of registered investment advisors (RIAs) in the US exceeded 30,000 in 2023
In 2022, approximately 52% of retail investors utilized digital trading platforms
The proportion of financial advisors offering robo-advisory services increased to 68% in 2023
The percentage of institutional investors allocating to private debt increased to 44% in 2023
Approximately 40% of retail investors used mobile apps exclusively for managing their investments in 2023
Approximately 41% of retail investors in Asia engaged in active trading in 2023
The average allocation to alternative investments among institutional investors increased from 11% in 2018 to 15% in 2023
Approximately 55% of retail investors increased their use of digital financial products in 2023
The median holding period for stocks in US mutual funds declined to about 3.2 years in 2022
The percentage of retail investors using social trading platforms grew to 33% in 2023
Approximately 60% of institutional investors plan to increase allocations to sustainable investments in 2024
Nearly 40% of institutional investors globally considered climate risk as a primary factor in their investment planning in 2023
The global investment in FinTech exceeded $150 billion in 2023
The number of retail investors in digital assets increased by 60% in 2023

Investment Demographics and Investor Behavior Interpretation

As digital trading and alternative investments surge amid a whirlwind of fintech funding and sustainability push, investors—whether retail, institutional, or millennial—continue to refine their tactics, balancing passive strategies with active pursuits, all while navigating an ever-evolving landscape where data-driven insights and climate considerations are increasingly shaping the future of finance.

Market Performance and Asset Growth

The global asset management industry managed approximately $129.2 trillion in assets as of 2022
The average annual return of the S&P 500 over the past 50 years is approximately 10%
The total assets under management (AUM) in the hedge fund industry reached $4.7 trillion in 2023
Approximately 70% of investment managers report that ESG factors are increasingly influencing their investment decisions
The global robo-advisors market size was valued at $2.33 trillion in AUM in 2023
The number of ETFs globally surpassed 5,600 products in 2023
The percentage of assets managed through ESG funds grew to nearly $2.7 trillion in 2023
Global private equity assets under management reached approximately $5.8 trillion in 2023
The average pay for hedge fund managers in 2023 was approximately $350 million annually
The average annual return for venture capital investments has been approximately 18% over the past decade
The global structured products market size was valued at over $8 trillion in 2022
The number of fiduciary assets in the US increased to over $100 trillion in 2023
In 2022, the global ETF industry saw net inflows of approximately $600 billion
The global market for socially responsible investing (SRI) was valued at $1.3 trillion in 2022
Approximately 80% of institutional investors reported increasing their ESG-related investments in 2023
The average hedge fund return net of fees was approximately 8.5% in 2023
The total assets in socially responsible ETFs increased by 35% in 2023
The global derivatives market value was estimated at around $550 trillion in 2022
The average annual growth rate for assets under management globally was approximately 7% from 2018 to 2023
The percentage of assets managed in passive strategies globally increased to over 50% in 2023
The global impact investing market size reached about $1.1 trillion in 2022
Assets under management in sustainable funds reached $2.3 trillion globally in 2023
The average expense ratio for ESG funds is approximately 0.49%, higher than traditional funds
The number of venture capital deals increased by 12% in 2023 compared to 2022
The total assets held by robo-advisors globally surpassed $2 trillion in 2023
The average annual inflation rate impacting investment returns in major economies was around 3.2% in 2023
The global ESG investing market size is expected to grow at a compound annual growth rate (CAGR) of 12% until 2027
The median annual return for private equity funds was approximately 14% net IRR in 2023
The global derivatives market notional outstanding was valued at approximately $1.2 quadrillion in 2022
The total assets in global sustainable funds worldwide increased by 34% in 2023
The global impact investing market is projected to reach approximately $2.5 trillion by 2027
The proportion of ESG assets in the EU’s fund universe rose to 75% in 2023
The total assets invested in Islamic finance globally reached approximately $3 trillion in 2023
The total number of fintech startups worldwide reached over 11,000 in 2023
The global ESG bonds issuance exceeded $1 trillion in 2022
The average annual return of global equity funds was approximately 8.3% in 2023
Assets in socially responsible investment funds globally grew by 25% in 2023
The number of thematic ETFs globally reached over 300 products in 2023
The median net IRR for infrastructure funds was approximately 9.1% in 2023
The percentage of private market funds investing in digital assets grew to 20% in 2023
The average annual return for commodities investments was around 5% in 2023

Market Performance and Asset Growth Interpretation

With $129.2 trillion under management and over 5,600 ETFs competing for investor attention, the industry’s relentless shift towards ESG and tech-driven solutions underscores that in finance, as in comedy, timing and adaptation are everything—even if the headlines say investment managers are profitably navigating a $550 trillion derivatives maze and a $1.2 quadrillion global market, the real story is that the only thing more dynamic than the markets is the industry's ability to reinvent itself.