Mutual Fund Transfer Agent Global Market Report 2025

Mutual Fund Transfer Agent Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses on mutual fund transfer agent market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.

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Description:

Where is the largest and fastest growing market for mutual fund transfer agent ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward? The mutual fund transfer agent market global report from the Business Research Company answers all these questions and many more.

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
  • The market characteristics section of the report defines and explains the market.
  • The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
  • The forecasts are made after considering the major factors currently impacting the market. These include:
  • The forecasts are made after considering the major factors currently impacting the market. These include the Russia-Ukraine war, rising inflation, higher interest rates, and the legacy of the COVID-19 pandemic.
  • Market segmentations break down the market into sub markets.
  • The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth. It covers the growth trajectory of COVID-19 for all regions, key developed countries and major emerging markets.
  • The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
  • The trends and strategies section analyses the shape of the market as it emerges from the crisis and suggests how companies can grow as the market recovers.
Scope

Markets Covered:1) By Service Type: Mutual Fund Accounting; Shareholder Recordkeeping; Dividend Processing; Compliance Reporting; Other Service Types

2) By Fund Type: Equity Funds; Debt Funds; Hybrid Funds; Money Market Funds; Other Fund Types

3) By End-User: Mutual Fund Companies; Wealth Management Firms; Banks and Financial Institutions; Other End-Users

Subsegments:

1) By Mutual Fund Accounting: Net Asset Value (NAV) Calculation; Portfolio Valuation; Expense Management; Financial Reporting; Tax Reporting

2) By Shareholder Recordkeeping: Investor Account Management; Transaction Processing; Beneficiary And Nominee Management; Account Statements And Reporting; Customer Support Services

3) By Dividend Processing: Dividend Calculation; Dividend Distribution And Payout Management; Reinvestment Processing; Withholding Tax Compliance; Dividend History Tracking

4) By Compliance Reporting: Regulatory Filings And Disclosures; Anti-Money Laundering (AML) Compliance; Know Your Customer (KYC) Verification; Audit And Risk Management; Data Security And Privacy Compliance

5) By Other Service Types: Fund Performance Analytics; Proxy Voting And Corporate Actions; Investor Communications And Notifications; Fee And Commission Management; Custom Reporting And Data Services

Companies Mentioned: JPMorgan Chase & Co.; Citigroup Inc.; Mitsubishi UFJ Financial Group; Bajaj Finserv Limited; U.S. Bancorp

Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Russia; South Korea; UK; USA; Canada; Italy; Spain

Regions: Asia-Pacific; Western Europe; Eastern Europe; North America; South America; Middle East; Africa

Time series: Five years historic and ten years forecast.

Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita,

Data segmentations: country and regional historic and forecast data, market share of competitors, market segments.

Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.

Delivery format: PDF, Word and Excel Data Dashboard.

Please Note: Report will be updated with the latest data and delivered to you within 3-5 working days of order.


1. Executive Summary
2. Mutual Fund Transfer Agent Market Characteristics
3. Mutual Fund Transfer Agent Market Trends And Strategies
4. Mutual Fund Transfer Agent Market - Macro Economic Scenario Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics And Covid And Recovery On The Market
5. Global Mutual Fund Transfer Agent Growth Analysis And Strategic Analysis Framework
5.1. Global Mutual Fund Transfer Agent PESTEL Analysis (Political, Social, Technological, Environmental and Legal Factors, Drivers and Restraints)
5.2. Analysis Of End Use Industries
5.3. Global Mutual Fund Transfer Agent Market Growth Rate Analysis
5.4. Global Mutual Fund Transfer Agent Historic Market Size and Growth, 2019 - 2024, Value ($ Billion)
5.5. Global Mutual Fund Transfer Agent Forecast Market Size and Growth, 2024 - 2029, 2034F, Value ($ Billion)
5.6. Global Mutual Fund Transfer Agent Total Addressable Market (TAM)
6. Mutual Fund Transfer Agent Market Segmentation
6.1. Global Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Mutual Fund Accounting
Shareholder Recordkeeping
Dividend Processing
Compliance Reporting
Other Service Types
6.2. Global Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Equity Funds
Debt Funds
Hybrid Funds
Money Market Funds
Other Fund Types
6.3. Global Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Mutual Fund Companies
Wealth Management Firms
Banks and Financial Institutions
Other End-Users
6.4. Global Mutual Fund Transfer Agent Market, Sub-Segmentation Of Mutual Fund Accounting, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Net Asset Value (NAV) Calculation
Portfolio Valuation
Expense Management
Financial Reporting
Tax Reporting
6.5. Global Mutual Fund Transfer Agent Market, Sub-Segmentation Of Shareholder Recordkeeping, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Investor Account Management
Transaction Processing
Beneficiary And Nominee Management
Account Statements And Reporting
Customer Support Services
6.6. Global Mutual Fund Transfer Agent Market, Sub-Segmentation Of Dividend Processing, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Dividend Calculation
Dividend Distribution And Payout Management
Reinvestment Processing
Withholding Tax Compliance
Dividend History Tracking
6.7. Global Mutual Fund Transfer Agent Market, Sub-Segmentation Of Compliance Reporting, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Regulatory Filings And Disclosures
Anti-Money Laundering (AML) Compliance
Know Your Customer (KYC) Verification
Audit And Risk Management
Data Security And Privacy Compliance
6.8. Global Mutual Fund Transfer Agent Market, Sub-Segmentation Of Other Service Types, By Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
Fund Performance Analytics
Proxy Voting And Corporate Actions
Investor Communications And Notifications
Fee And Commission Management
Custom Reporting And Data Services
7. Mutual Fund Transfer Agent Market Regional And Country Analysis
7.1. Global Mutual Fund Transfer Agent Market, Split By Region, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
7.2. Global Mutual Fund Transfer Agent Market, Split By Country, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8. Asia-Pacific Mutual Fund Transfer Agent Market
8.1. Asia-Pacific Mutual Fund Transfer Agent Market Overview
Region Information, Market Information, Background Information, Government Initiatives, Regulations, Regulatory Bodies, Major Associations, Taxes Levied, Corporate Tax Structure, Investments, Major Companies
8.2. Asia-Pacific Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.3. Asia-Pacific Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
8.4. Asia-Pacific Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
9. China Mutual Fund Transfer Agent Market
9.1. China Mutual Fund Transfer Agent Market Overview
9.2. China Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.3. China Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
9.4. China Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F,$ Billion
10. India Mutual Fund Transfer Agent Market
10.1. India Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.2. India Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
10.3. India Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11. Japan Mutual Fund Transfer Agent Market
11.1. Japan Mutual Fund Transfer Agent Market Overview
11.2. Japan Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.3. Japan Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
11.4. Japan Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12. Australia Mutual Fund Transfer Agent Market
12.1. Australia Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.2. Australia Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
12.3. Australia Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13. Indonesia Mutual Fund Transfer Agent Market
13.1. Indonesia Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.2. Indonesia Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
13.3. Indonesia Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14. South Korea Mutual Fund Transfer Agent Market
14.1. South Korea Mutual Fund Transfer Agent Market Overview
14.2. South Korea Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.3. South Korea Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
14.4. South Korea Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15. Western Europe Mutual Fund Transfer Agent Market
15.1. Western Europe Mutual Fund Transfer Agent Market Overview
15.2. Western Europe Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.3. Western Europe Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
15.4. Western Europe Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16. UK Mutual Fund Transfer Agent Market
16.1. UK Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.2. UK Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
16.3. UK Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17. Germany Mutual Fund Transfer Agent Market
17.1. Germany Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.2. Germany Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
17.3. Germany Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18. France Mutual Fund Transfer Agent Market
18.1. France Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.2. France Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
18.3. France Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19. Italy Mutual Fund Transfer Agent Market
19.1. Italy Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.2. Italy Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
19.3. Italy Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20. Spain Mutual Fund Transfer Agent Market
20.1. Spain Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.2. Spain Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
20.3. Spain Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21. Eastern Europe Mutual Fund Transfer Agent Market
21.1. Eastern Europe Mutual Fund Transfer Agent Market Overview
21.2. Eastern Europe Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.3. Eastern Europe Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
21.4. Eastern Europe Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22. Russia Mutual Fund Transfer Agent Market
22.1. Russia Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.2. Russia Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
22.3. Russia Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23. North America Mutual Fund Transfer Agent Market
23.1. North America Mutual Fund Transfer Agent Market Overview
23.2. North America Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.3. North America Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
23.4. North America Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24. USA Mutual Fund Transfer Agent Market
24.1. USA Mutual Fund Transfer Agent Market Overview
24.2. USA Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.3. USA Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
24.4. USA Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25. Canada Mutual Fund Transfer Agent Market
25.1. Canada Mutual Fund Transfer Agent Market Overview
25.2. Canada Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.3. Canada Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
25.4. Canada Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26. South America Mutual Fund Transfer Agent Market
26.1. South America Mutual Fund Transfer Agent Market Overview
26.2. South America Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.3. South America Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
26.4. South America Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27. Brazil Mutual Fund Transfer Agent Market
27.1. Brazil Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.2. Brazil Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
27.3. Brazil Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28. Middle East Mutual Fund Transfer Agent Market
28.1. Middle East Mutual Fund Transfer Agent Market Overview
28.2. Middle East Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.3. Middle East Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
28.4. Middle East Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29. Africa Mutual Fund Transfer Agent Market
29.1. Africa Mutual Fund Transfer Agent Market Overview
29.2. Africa Mutual Fund Transfer Agent Market, Segmentation By Service Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.3. Africa Mutual Fund Transfer Agent Market, Segmentation By Fund Type, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
29.4. Africa Mutual Fund Transfer Agent Market, Segmentation By End-User, Historic and Forecast, 2019-2024, 2024-2029F, 2034F, $ Billion
30. Mutual Fund Transfer Agent Market Competitive Landscape And Company Profiles
30.1. Mutual Fund Transfer Agent Market Competitive Landscape
30.2. Mutual Fund Transfer Agent Market Company Profiles
30.2.1. JPMorgan Chase & Co. Overview, Products and Services, Strategy and Financial Analysis
30.2.2. Citigroup Inc. Overview, Products and Services, Strategy and Financial Analysis
30.2.3. Mitsubishi UFJ Financial Group Overview, Products and Services, Strategy and Financial Analysis
30.2.4. Bajaj Finserv Limited Overview, Products and Services, Strategy and Financial Analysis
30.2.5. U.S. Bancorp Overview, Products and Services, Strategy and Financial Analysis
31. Mutual Fund Transfer Agent Market Other Major And Innovative Companies
31.1. Bank of New York Mellon Corporation
31.2. State Street Corporation
31.3. Apex Group Ltd.
31.4. Northern Trust Corporation
31.5. Broadridge Financial Solutions Inc.
31.6. Computershare Limited
31.7. Depository Trust & Clearing Corporation
31.8. SEI Investments Company
31.9. UMB Financial Corporation
31.10. Equiniti Group plc
31.11. Ultimus Fund Solutions LLC
31.12. Allspring Global Investments LLC
31.13. CACEIS S.A.
31.14. Computer Age Management Services Limited
31.15. Phoenix American Financial Services Inc.
32. Global Mutual Fund Transfer Agent Market Competitive Benchmarking And Dashboard
33. Key Mergers And Acquisitions In The Mutual Fund Transfer Agent Market
34. Recent Developments In The Mutual Fund Transfer Agent Market
35. Mutual Fund Transfer Agent Market High Potential Countries, Segments and Strategies
35.1 Mutual Fund Transfer Agent Market In 2029 - Countries Offering Most New Opportunities
35.2 Mutual Fund Transfer Agent Market In 2029 - Segments Offering Most New Opportunities
35.3 Mutual Fund Transfer Agent Market In 2029 - Growth Strategies
35.3.1 Market Trend Based Strategies
35.3.2 Competitor Strategies
36. Appendix
36.1. Abbreviations
36.2. Currencies
36.3. Historic And Forecast Inflation Rates
36.4. Research Inquiries
36.5. The Business Research Company
36.6. Copyright And Disclaimer

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