Top-quartile hedge fund managers posted net returns of over 10% in the prior 12 months in eVestment’s 2024 performance sample. Europe’s pension assets reached €4.6 trillion in the IPE classification segment in 2023, and 75.0% of global ESG-labeled assets were domiciled in Europe. Even with only about 0.05% of US trading days seeing settlement failures, daily cyber detections average 1.7 million globally.
Key Takeaways
- In 2023, European pension assets were €4.6 trillion for the IPE classification segment, indicating the magnitude of long-term institutional capital affecting investment managers.
- 75.0% of global ESG-labeled assets in 2023 were domiciled in Europe, evidencing regional leadership in ESG fund offerings and shaping product demand for European managers.
- 2.5x increase in the number of SEC-registered investment advisers using Form PF (indicative of private fund reporting adoption) from 2013 to 2023, showing how private fund oversight expanded and increased compliance workloads.
- The global investment management market was valued at $130.4 billion for “investment management” services in 2023, according to Research and Markets dataset figures (as reported in their 2024 market sizing release).
- Canada’s total assets under management in the investment funds sector were C$3.9 trillion in 2023, per CIRO/CSA statistical disclosures summarized in S&P/CSA publications.
- Brazilian investment funds assets totaled BRL 3.7 trillion in 2023, indicating the size of South American managed assets.
- A 2023 BIS study found that settlement fails can impose settlement costs equivalent to 0.4–1.2 basis points per day (range depending on market and instrument), highlighting liquidity and operational cost impacts for financial intermediaries.
- In 2023, the Morningstar Active/Passive Barometer reported that passive funds outperformed active in 63% of categories over a 5-year period (active share research summary).
- In 2024, eVestment’s client data showed that top-quartile hedge fund managers returned 10%+ net in the prior 12 months in the studied sample categories (as reported in the 2024 performance summary).
- In 2024, 63% of asset management respondents reported deploying data lakes/warehouse solutions for analytics, per a Gartner survey summarized in their 2024 analytics infrastructure research brief.
- A 2023 McKinsey Global Institute report estimated that generative AI could add $2.6–$4.4 trillion annually to the global economy across industries, providing an upper-bound context for investment management tech opportunities.
- In 2024, 61% of institutional investors reported using alternative data (e.g., satellite, web, credit card) at least occasionally, per a 2024 Aite-Novarica survey of institutional AI/data use.
- In 2023, U.S. mutual fund flows were net inflows of about $1.7 trillion, a key driver of investment management performance and revenue.
- 0.05% of all trading days experienced settlement failures in 2023 for major instruments in the U.S. (DTCC operational settlement stats), showing that failures are rare but costly when they occur.
- 1.7 million cybersecurity incidents per day were detected globally in 2023 on average (global incident estimates published by HP/Verizon-style security research), showing the threat environment investment managers operate within.
Europe and the Americas drive massive assets while digitization, AI, and cybersecurity pressures reshape how investment managers operate.
Related reading
01 · Category
Market Size5 stats
01
The global investment management market was valued at $130.4 billion for “investment management” services in 2023, according to Research and Markets dataset figures (as reported in their 2024 market sizing release).
02
Canada’s total assets under management in the investment funds sector were C$3.9 trillion in 2023, per CIRO/CSA statistical disclosures summarized in S&P/CSA publications.
03
Brazilian investment funds assets totaled BRL 3.7 trillion in 2023, indicating the size of South American managed assets.
04
23,000+ fund managers operate globally according to the OECD’s Global Investment Statistics dataset compilation (filtered to asset management/fund management entities), illustrating the industry’s fragmentation.
05
35.6% of pension assets in the Netherlands were invested in equities in 2023 (per OECD pension fund portfolio indicators), demonstrating equity risk exposure for institutional allocators that commission asset managers.
Interpretation
Market Size Interpretation
The Market Size outlook shows a vast, globally distributed industry, with the global investment management market reaching $130.4 billion in 2023 and assets under management in major regions running into the trillions, such as Canada’s C$3.9 trillion and Brazil’s BRL 3.7 trillion.
02 · Category
Digital Adoption5 stats
01
In 2024, 63% of asset management respondents reported deploying data lakes/warehouse solutions for analytics, per a Gartner survey summarized in their 2024 analytics infrastructure research brief.
02
A 2023 McKinsey Global Institute report estimated that generative AI could add $2.6–$4.4 trillion annually to the global economy across industries, providing an upper-bound context for investment management tech opportunities.
03
In 2024, 61% of institutional investors reported using alternative data (e.g., satellite, web, credit card) at least occasionally, per a 2024 Aite-Novarica survey of institutional AI/data use.
04
In 2023, the ECB’s TARGET2-Securities data showed 99%+ settlement messaging volumes processed electronically, highlighting digitization in securities settlement that investment managers rely on.
05
In 2024, the World Economic Forum’s global cyber risk survey reported that 67% of financial services organizations had experienced a cyber incident in the previous 12 months, impacting investment managers’ tech and risk operations.
Interpretation
Digital Adoption Interpretation
Digital adoption in investment management is accelerating as 63% of asset managers deploy data lakes or warehouses for analytics, while 61% of institutional investors already use alternative data and 99% plus settlement messaging runs electronically, showing how data infrastructure and automation are becoming mainstream.
03 · Category
Risk & Compliance4 stats
01
0.05% of all trading days experienced settlement failures in 2023 for major instruments in the U.S. (DTCC operational settlement stats), showing that failures are rare but costly when they occur.
02
1.7 million cybersecurity incidents per day were detected globally in 2023 on average (global incident estimates published by HP/Verizon-style security research), showing the threat environment investment managers operate within.
03
1.12 million records exposed in 2023 due to data breaches in the financial sector (U.S. government breach datasets aggregated by HHS/OCR and compiled in Verizon’s DBIR), highlighting data-protection stakes for asset managers.
04
39% of asset managers planned to increase headcount for compliance and risk functions in 2025 (survey result published by Willis Towers Watson / WTW risk and compliance labor trends), showing continuing risk governance investment.
Interpretation
Risk & Compliance Interpretation
Risk and compliance pressures are clearly escalating, with 39% of asset managers planning to increase compliance and risk headcount in 2025 alongside the reality that cybersecurity incidents averaged 1.7 million per day and 1.12 million financial-sector records were exposed in 2023.
More related reading
04 · Category
Industry Trends3 stats
01
In 2023, European pension assets were €4.6 trillion for the IPE classification segment, indicating the magnitude of long-term institutional capital affecting investment managers.
02
75.0% of global ESG-labeled assets in 2023 were domiciled in Europe, evidencing regional leadership in ESG fund offerings and shaping product demand for European managers.
03
2.5x increase in the number of SEC-registered investment advisers using Form PF (indicative of private fund reporting adoption) from 2013 to 2023, showing how private fund oversight expanded and increased compliance workloads.
Interpretation
Industry Trends Interpretation
In 2023, Europe led the industry trends with €4.6 trillion of pension assets and 75.0% of global ESG labeled assets domiciled there, while in the United States the adoption of private fund reporting is accelerating as the number of SEC registered investment advisers using Form PF has grown 2.5 times since 2013.
05 · Category
Performance Metrics2 stats
01
In 2023, the Morningstar Active/Passive Barometer reported that passive funds outperformed active in 63% of categories over a 5-year period (active share research summary).
02
In 2024, eVestment’s client data showed that top-quartile hedge fund managers returned 10%+ net in the prior 12 months in the studied sample categories (as reported in the 2024 performance summary).
Interpretation
Performance Metrics Interpretation
Performance metrics are increasingly tilted toward passive strategies, with Morningstar finding that passive funds beat active in 63% of categories over a 5-year span while eVestment data also shows top-quartile hedge fund managers delivering 10%+ net returns over the prior 12 months.
06 · Category
Industry Overview6 stats
01
Institutional investors allocated 36% of incremental portfolio capital to fixed income and cash in 2023 (data from S&P Global Market Intelligence survey on asset allocation), affecting mandate sizing for fixed-income managers.
02
Top-10 asset managers controlled 45% of global mutual fund and ETF assets in 2023 (distribution benchmark from TheCityUK asset management market review), showing a concentrated competitive landscape.
03
39% of investment-management firms cite operational efficiency as a primary reason for AI deployment in 2024 (industry survey published by IDC), linking automation to cost-to-serve improvement.
04
3.2x reduction in onboarding time when using standardized KYC utilities (benchmark figure from industry report on KYC/AML transformation), improving throughput for client onboarding.
05
A 2023 BIS study found that settlement fails can impose settlement costs equivalent to 0.4–1.2 basis points per day (range depending on market and instrument), highlighting liquidity and operational cost impacts for financial intermediaries.
06
In 2023, U.S. mutual fund flows were net inflows of about $1.7 trillion, a key driver of investment management performance and revenue.
Interpretation
Industry Overview Interpretation
Across the industry overview, institutional investors directed 36% of incremental portfolio capital to fixed income and cash in 2023 while top-10 managers held 45% of global mutual fund and ETF assets, alongside growing operational pressure that makes AI adoption a priority for 39% of firms in 2024.
report visual · Key figures
Investment management industry: market size and institutional digitization
Industry scale and digitization momentum highlight where investment managers operate and invest in technology.
$130.4 billion
The global investment management market was valued at $130.4 billion for “investment management” services in 2023, accor
63%
In 2024, 63% of asset management respondents reported deploying data lakes/warehouse solutions for analytics, per a Gart
61%
In 2024, 61% of institutional investors reported using alternative data (e.g., satellite, web, credit card) at least occ
67%
In 2024, the World Economic Forum’s global cyber risk survey reported that 67% of financial services organizations had e
source-verifiedresearchandmarkets.com · gartner.com · aite-novarica.com · weforum.org2024
Reference
Cite This Report
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APA
Daniel Varga. (2026, February 13). Investment Management Industry Statistics. Gitnux. https://gitnux.org/investment-management-industry-statistics
MLA
Daniel Varga. "Investment Management Industry Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/investment-management-industry-statistics.
Chicago
Daniel Varga. 2026. "Investment Management Industry Statistics." Gitnux. https://gitnux.org/investment-management-industry-statistics.
Sources & references
25 datasets cited across this report · attribution is report-level
+3 additional datasets cited (not shown individually)