美国共同基金行业 - 增长、趋势、COVID-19 影响和预测(2022 - 2027 年)

美国共同基金行业按基金类型、投资者类型和购买渠道进行细分。

市场快照

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Study Period: 2017- 2026
Base Year: 2021
CAGR: 3.1 %

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市场概况

2019 年,美国共同基金行业总净资产高达 21.3 万亿美元,仍然是全球最大的。美国占全球共同基金市场的近 40%(2019 年价值 54.93 万亿美元)。

2020年,美国占全球共同基金数量的四分之一。要了解美国市场的庞大规模,可以说与全球相比,美国市场拥有几乎四分之一的基金。

截至 2019 年,贝莱德管理的资产价值约为 7 万亿美元,Vanguard 紧随其后,为 5.6 万亿美元,嘉信理财为 3.7 万亿美元。

2020 年底美国共同基金净资产大部分为长期共同基金,仅股票基金就占美国共同基金净资产的 55.3%。债券共同基金是第二大类别,占净资产的 22%。货币市场基金(14.3%)和混合基金(8.4%)持有其余部分。

截至 2018 年,共有 8,094 只注册共同基金,而 2019 年 4 月为 7,945 只。 

报告范围

美国共同基金行业按基金类型(股票、债券、混合和货币市场)、投资者类型(家庭和机构)和购买渠道(折扣经纪人/共同基金超市、分布式供款退休计划、来自共同基金公司和专业财务顾问)。

By Fund Type
Equity
Bond
Hybrid
Money Market
By Investor Type
Households
Institutions
By Channel of Purchase
Discount Broker/Mutual Fund Supermarket
Distributed Contribution Retirement Plan
Direct Sales from Mutual Fund Companies
Professional Financial Adviser

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主要市场趋势

美国共同基金市场情景

美国共同基金涵盖广泛的资产类别,例如股票和债券,以及市值、行业、行业和风格。可以被动或主动管理资金以实现短期和长期回报。美国基金包括汽车、科技、医疗保健和互联网等各个行业的许多大公司。此类基金有机会押注苹果、亚马逊、万事达卡、维萨、Alphabet、微软和 Facebook 等公司。

美国股市增长了 186%,而世界其他地区则增长了 50%。仅在 2019 年,截至 12 月 27 日,美国股市就上涨了 29%,而世界其他地区则上涨了 19%。这些数字说明了为什么美国是全球共同基金领域的缩影。

对于许多美国大公司来说,他们超过 40% 的收入来自美国以外。最近,由于几个 AUM 预测未来几个月的经济放缓,许多共同基金的投资都通过 SIP 或 STP。

USMF1.png

不断发展的个人金融部门

个人理财市场部分包含自动化投资服务,使私人投资者能够使用自动化建议调整他们的投资策略或投资组合。

金融科技行业受到整体交易和支付量急剧下降的影响。例如,旅游、旅游、餐饮和娱乐行业同比下降 70% 至 90%,而跨境交易下降 50%。另一方面,公司报告称,食品和杂货店等日常支出类别的支付量有所增加。随着人们在家中购买和订购商品,已经观察到急剧加速和转向电子商务。

金融科技(fintech)的兴起改变了服务提供商与客户互动的方式。金融科技简化了复杂的个人理财行业,使普通消费者更容易获得它。

使用机器人流程自动化处理银行任务的公司在三到八个月内看到高达 100% 的投资回报。

美国占全球金融科技资金的 70% 以上,2020 年投资额为 760 亿美元。

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竞争格局

美国共同基金行业竞争激烈,拥有主要的国际参与者。美国共同基金行业在预测期内呈现增长机会,预计将进一步推动市场竞争。由于少数参与者占有相当大的份额,美国共同基金行业的整合程度可观。

Table of Contents

  1. 1. INTRODUCTION

    1. 1.1 Study Assumptions and Market Definition

    2. 1.2 Scope of the Study

  2. 2. RESEARCH METHODOLOGY

  3. 3. EXECUTIVE SUMMARY

  4. 4. MARKET INSIGHTS

    1. 4.1 Market Overview

      1. 4.1.1 Overview of the US Current Economic and Financial Sector

      2. 4.1.2 Overview of the US Financial Market and Investment Funds Industry Scenario

    2. 4.2 A Brief on Regulatory Environment

      1. 4.2.1 Impact of the US SEC Regulatory Reforms on the Mutual Funds Industry

      2. 4.2.2 Review and Commentary on the US Financial Investments Assets Market after the Economic Crisis of 2008

    3. 4.3 Performance of Mutual Funds in the United States

      1. 4.3.1 Insights into Entry and Exits of Mutual Funds of the United States

      2. 4.3.2 Insights into Various Types of Fees and Expenses of funds in the Mutual Fund Industry

      3. 4.3.3 Insights into Operating Cost and Revenue Generated

    4. 4.4 Technological Innovations Shaping the Industry

    5. 4.5 Market Drivers

    6. 4.6 Market Restraints

    7. 4.7 Porter's Five Forces Analysis

      1. 4.7.1 Threat of New Entrants

      2. 4.7.2 Bargaining Power of Buyers/Consumers

      3. 4.7.3 Bargaining Power of Suppliers

      4. 4.7.4 Threat of Substitute Products

      5. 4.7.5 Intensity of Competitive Rivalry

    8. 4.8 Impact of COVID-19 on the Market

  5. 5. MARKET SEGMENTATION AND ANALYSIS

    1. 5.1 By Fund Type

      1. 5.1.1 Equity

      2. 5.1.2 Bond

      3. 5.1.3 Hybrid

      4. 5.1.4 Money Market

    2. 5.2 By Investor Type

      1. 5.2.1 Households

      2. 5.2.2 Institutions

    3. 5.3 By Channel of Purchase

      1. 5.3.1 Discount Broker/Mutual Fund Supermarket

      2. 5.3.2 Distributed Contribution Retirement Plan

      3. 5.3.3 Direct Sales from Mutual Fund Companies

      4. 5.3.4 Professional Financial Adviser

  6. 6. COMPETITIVE LANDSCAPE

    1. 6.1 Market Competition Overview

    2. 6.2 Company Profiles

      1. 6.2.1 BlackRock

      2. 6.2.2 The Vanguard Group

      3. 6.2.3 State Street Global Advisors

      4. 6.2.4 Fidelity Investments

      5. 6.2.5 J.P. Morgan Asset Management

      6. 6.2.6 BNY Mellon Investment Management

      7. 6.2.7 PIMCO

      8. 6.2.8 UBS

      9. 6.2.9 Allianz

      10. 6.2.10 Amundi*

    3. *List Not Exhaustive
  7. 7. MARKET OPPORTUNITIES AND FUTURE TRENDS

  8. 8. DISCLAIMER AND ABOUT US

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Frequently Asked Questions

The US Mutual Funds Industry market is studied from 2017 - 2026.

The US Mutual Funds Industry is growing at a CAGR of 3.1% over the next 5 years.

The US Mutual Funds Industry is valued at 54930 Billion USD in 2017.

The US Mutual Funds Industry is valued at 68000 Billion USD in 2026.

BlackRock Asset Management, The Vanguard Group, State Street Global Advisors, Fidelity Investments, J.P. Morgan Asset Management are the major companies operating in US Mutual Funds Industry.

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