The annual Asset Management Industry Market Sizing report provides a comprehensive perspective on the size and growth of the fund market in the U.S. and internationally. The report combines Strategic Insight’s best thinking on market dynamics with its proprietary model to forecast growth. This is the only industry research that provides 5-year projections of fund assets and flows at the asset class level. For the first time, the report details flow projections between active and index mutual funds, while also embarking on the integration of U.S. household data to create a more definitive view of investable assets over the next five years.
The report offers insight on formative trends that will impact the industry, including analysis of the retirement market, the broker-dealer landscape, U.S. household balance sheet and global wealth management developments. It is based on a foundation of historical data from Simfund and third party sources.