
United States Fixed Income Asset Management Market Size - Outlook Report, Forecast Trends and Growth Analysis (2025-2034)
Description
The United States fixed income asset management market size is projected to grow at a CAGR of 2.70% between 2025 and 2034. The market is being aided by the growing customer focus on saving amid rising concerns regarding inflation.
Fixed income asset management refers to the practice of managing a portfolio of low-risk securities, including government bonds, debentures, and other such securities to preserve the invested capital and earn stable returns. This policy is best suited for risk-averse investors who do not wish to trade in equity shares and retirees who seek to earn a fixed monthly income.
The market is being driven by low-risk features of fixed income portfolios that guarantee stable returns over a long period of time. Moreover, the growing consumer desire for savings amid rising inflation and economic uncertainty is also contributing to the United States fixed income asset management market expansion.
Key Trends and Developments
High interest rates in the USA; increasing investments in securities of sustainable companies; growing demand for fixed income ETFs; and technological advancements and innovations are the major trends impacting the United States fixed income asset management market growth.
United States Fixed Income Asset Management Market Trends
In 2019, the US Securities and Exchange Commission announced new rules, which made it simpler for actively managed ETFs to be launched. This led to a wave of new ETFs developed by small asset managers. In terms of net assets, active ETFs witnessed a growth of $397 billion, reaching a value of $509 billion in 2023. This is expected to lead to the United States fixed income asset management market expansion in the forecast period.
Investors are utilising advanced technologies and innovative tools to digitise and centralise their data, efficiently evaluate bonds, and capture more sell and buy opportunities. With the adoption of technologies like AI and machine learning, investors can gain best prices, find new data, offer human-to-human intelligence gathering, and lower overall trading costs.
Market Segmentation
“United States Fixed Income Asset Management Market Report and Forecast 2025-2034” offers a detailed analysis of the market based on the following segments:
Market Breakup by Source of Funds
Pension Funds and Insurance Companies
Retail Investors
Institutional Investors
Government/Sovereign Wealth Funds
Others
Market Breakup by Fixed Income Type
Core Fixed Income
Alternative Credit
Market Breakup by Type of Asset Management Firms
Large financial institutions/Bulge bracket
Mutual Funds ETFs
Private Equity and Venture Capital
Fixed Income Funds
Managed Pension Funds
Others
Market Breakup by Region
New England
Mideast
Great Lakes
Plains
Southeast
Southwest
Rocky Mountain
Far West
Retail investors are expected to constitute a major share of the United States fixed income asset management market share in the forecast period
Retail investors account for a major market share as many fintech companies are now focusing on providing investors with low-cost products, educational resources for understanding financial markets, fractionalised shares, and apps with a simple user interface. This is expected to broaden investor awareness and minimise the cost of investment into American treasury bills, which typically comes around $1000-$10000.
Institutional investors and government funds are also expected to emerge as an important source of funds for fixed income asset management in the forecast period. Asset managers incorporate a mix of environmental, social, and governance objectives in selecting securities, further expanding the market size.
Alternative fixed investment is expected to lead the market over the forecast period
In the United States fixed income asset management market, alternative fixed income is expected to attract more investors over the forecast period. It provides investors with an exposure to various return drivers, especially those with a focus on ESG (environmental, social, and governance) objectives. This is particularly beneficial for long term investors, like life insurance companies.
Core fixed income is also expected to attract significant attention from investors in the forecast period as companies introduce newer strategies to maximise returns.
Competitive Landscape
Major players in the United States fixed income asset management market are designing innovative strategies to attract consumer attention, which is expected to drive the market forward.
Other key players in the United States fixed income asset management market include The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.
Fixed income asset management refers to the practice of managing a portfolio of low-risk securities, including government bonds, debentures, and other such securities to preserve the invested capital and earn stable returns. This policy is best suited for risk-averse investors who do not wish to trade in equity shares and retirees who seek to earn a fixed monthly income.
The market is being driven by low-risk features of fixed income portfolios that guarantee stable returns over a long period of time. Moreover, the growing consumer desire for savings amid rising inflation and economic uncertainty is also contributing to the United States fixed income asset management market expansion.
Key Trends and Developments
High interest rates in the USA; increasing investments in securities of sustainable companies; growing demand for fixed income ETFs; and technological advancements and innovations are the major trends impacting the United States fixed income asset management market growth.
United States Fixed Income Asset Management Market Trends
In 2019, the US Securities and Exchange Commission announced new rules, which made it simpler for actively managed ETFs to be launched. This led to a wave of new ETFs developed by small asset managers. In terms of net assets, active ETFs witnessed a growth of $397 billion, reaching a value of $509 billion in 2023. This is expected to lead to the United States fixed income asset management market expansion in the forecast period.
Investors are utilising advanced technologies and innovative tools to digitise and centralise their data, efficiently evaluate bonds, and capture more sell and buy opportunities. With the adoption of technologies like AI and machine learning, investors can gain best prices, find new data, offer human-to-human intelligence gathering, and lower overall trading costs.
Market Segmentation
“United States Fixed Income Asset Management Market Report and Forecast 2025-2034” offers a detailed analysis of the market based on the following segments:
Market Breakup by Source of Funds
Pension Funds and Insurance Companies
Retail Investors
Institutional Investors
Government/Sovereign Wealth Funds
Others
Market Breakup by Fixed Income Type
Core Fixed Income
Alternative Credit
Market Breakup by Type of Asset Management Firms
Large financial institutions/Bulge bracket
Mutual Funds ETFs
Private Equity and Venture Capital
Fixed Income Funds
Managed Pension Funds
Others
Market Breakup by Region
New England
Mideast
Great Lakes
Plains
Southeast
Southwest
Rocky Mountain
Far West
Retail investors are expected to constitute a major share of the United States fixed income asset management market share in the forecast period
Retail investors account for a major market share as many fintech companies are now focusing on providing investors with low-cost products, educational resources for understanding financial markets, fractionalised shares, and apps with a simple user interface. This is expected to broaden investor awareness and minimise the cost of investment into American treasury bills, which typically comes around $1000-$10000.
Institutional investors and government funds are also expected to emerge as an important source of funds for fixed income asset management in the forecast period. Asset managers incorporate a mix of environmental, social, and governance objectives in selecting securities, further expanding the market size.
Alternative fixed investment is expected to lead the market over the forecast period
In the United States fixed income asset management market, alternative fixed income is expected to attract more investors over the forecast period. It provides investors with an exposure to various return drivers, especially those with a focus on ESG (environmental, social, and governance) objectives. This is particularly beneficial for long term investors, like life insurance companies.
Core fixed income is also expected to attract significant attention from investors in the forecast period as companies introduce newer strategies to maximise returns.
Competitive Landscape
Major players in the United States fixed income asset management market are designing innovative strategies to attract consumer attention, which is expected to drive the market forward.
Other key players in the United States fixed income asset management market include The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.
Table of Contents
145 Pages
- 1 Executive Summary
- 1.1 Market Size 2024-2025
- 1.2 Market Growth 2025(F)-2034(F)
- 1.3 Key Demand Drivers
- 1.4 Key Players and Competitive Structure
- 1.5 Industry Best Practices
- 1.6 Recent Trends and Developments
- 1.7 Industry Outlook
- 2 Market Overview and Stakeholder Insights
- 2.1 Market Trends
- 2.2 Key Verticals
- 2.3 Key Regions
- 2.4 Supplier Power
- 2.5 Buyer Power
- 2.6 Key Market Opportunities and Risks
- 2.7 Key Initiatives by Stakeholders
- 3 Economic Summary
- 3.1 GDP Outlook
- 3.2 GDP Per Capita Growth
- 3.3 Inflation Trends
- 3.4 Democracy Index
- 3.5 Gross Public Debt Ratios
- 3.6 Balance of Payment (BoP) Position
- 3.7 Population Outlook
- 3.8 Urbanisation Trends
- 4 Country Risk Profiles
- 4.1 Country Risk
- 4.2 Business Climate
- 5 North America Fixed Income Assets Management Market Overview
- 5.1 Key Industry Highlights
- 5.2 North America Fixed Income Assets Management Historical Market (2018-2024)
- 5.3 North America Fixed Income Assets Management Market Forecast (2025-2034)
- 6 United States Fixed Income Assets Management Market Overview
- 6.1 Key Industry Highlights
- 6.2 United States Fixed Income Assets Management Historical Market (2018-2024)
- 6.3 United States Fixed Income Assets Management Market Forecast (2025-2034)
- 7 United States Fixed Income Assets Management Market by Source of Funds
- 7.1 Pension Funds and Insurance Companies
- 7.1.1 Historical Trend (2018-2024)
- 7.1.2 Forecast Trend (2025-2034)
- 7.2 Retail Investors
- 7.2.1 Historical Trend (2018-2024)
- 7.2.2 Forecast Trend (2025-2034)
- 7.3 Institutional Investors
- 7.3.1 Historical Trend (2018-2024)
- 7.3.2 Forecast Trend (2025-2034)
- 7.4 Government/Sovereign Wealth Funds
- 7.4.1 Historical Trend (2018-2024)
- 7.4.2 Forecast Trend (2025-2034)
- 7.5 Others
- 8 United States Fixed Income Assets Management Market by Fixed Income Type
- 8.1 Core Fixed Income
- 8.1.1 Historical Trend (2018-2024)
- 8.1.2 Forecast Trend (2025-2034)
- 8.2 Alternative Credit
- 8.2.1 Historical Trend (2018-2024)
- 8.2.2 Forecast Trend (2025-2034)
- 9 United States Fixed Income Assets Management Market by Type of Asset Management Firms
- 9.1 Large financial institutions/Bulge bracket
- 9.1.1 Historical Trend (2018-2024)
- 9.1.2 Forecast Trend (2025-2034)
- 9.2 Mutual Funds ETFs
- 9.2.1 Historical Trend (2018-2024)
- 9.2.2 Forecast Trend (2025-2034)
- 9.3 Private Equity and Venture Capital
- 9.3.1 Historical Trend (2018-2024)
- 9.3.2 Forecast Trend (2025-2034)
- 9.4 Fixed Income Funds
- 9.4.1 Historical Trend (2018-2024)
- 9.4.2 Forecast Trend (2025-2034)
- 9.5 Managed Pension Funds
- 9.5.1 Historical Trend (2018-2024)
- 9.5.2 Forecast Trend (2025-2034)
- 9.6 Others
- 10 United States Fixed Income Assets Management Market by Region
- 10.1 New England
- 10.1.1 Historical Trend (2018-2024)
- 10.1.2 Forecast Trend (2025-2034)
- 10.2 Mideast
- 10.2.1 Historical Trend (2018-2024)
- 10.2.2 Forecast Trend (2025-2034)
- 10.3 Great Lakes
- 10.3.1 Historical Trend (2018-2024)
- 10.3.2 Forecast Trend (2025-2034)
- 10.4 Plains
- 10.4.1 Historical Trend (2018-2024)
- 10.4.2 Forecast Trend (2025-2034)
- 10.5 Southeast
- 10.5.1 Historical Trend (2018-2024)
- 10.5.2 Forecast Trend (2025-2034)
- 10.6 Southwest
- 10.6.1 Historical Trend (2018-2024)
- 10.6.2 Forecast Trend (2025-2034)
- 10.7 Rocky Mountain
- 10.7.1 Historical Trend (2018-2024)
- 10.7.2 Forecast Trend (2025-2034)
- 10.8 Far West
- 10.8.1 Historical Trend (2018-2024)
- 10.8.2 Forecast Trend (2025-2034)
- 11 Market Dynamics
- 11.1 SWOT Analysis
- 11.1.1 Strengths
- 11.1.2 Weaknesses
- 11.1.3 Opportunities
- 11.1.4 Threats
- 11.2 Porter’s Five Forces Analysis
- 11.2.1 Supplier’s Power
- 11.2.2 Buyer’s Power
- 11.2.3 Threat of New Entrants
- 11.2.4 Degree of Rivalry
- 11.2.5 Threat of Substitutes
- 11.3 Key Indicators for Demand
- 11.4 Key Indicators for Price
- 12 Competitive Landscape
- 12.1 Supplier Selection
- 12.2 Key Global Players
- 12.3 Key Regional Players
- 12.4 Key Player Strategies
- 12.5 Company Profiles
- 12.5.1 The Vanguard Group, Inc.
- 12.5.1.1 Company Overview
- 12.5.1.2 Product Portfolio
- 12.5.1.3 Demographic Reach and Achievements
- 12.5.1.4 Certifications
- 12.5.2 PIMCO Investments LLC
- 12.5.2.1 Company Overview
- 12.5.2.2 Product Portfolio
- 12.5.2.3 Demographic Reach and Achievements
- 12.5.2.4 Certifications
- 12.5.3 Franklin Resources Inc.
- 12.5.3.1 Company Overview
- 12.5.3.2 Product Portfolio
- 12.5.3.3 Demographic Reach and Achievements
- 12.5.3.4 Certifications
- 12.5.4 FMR LLC
- 12.5.4.1 Company Overview
- 12.5.4.2 Product Portfolio
- 12.5.4.3 Demographic Reach and Achievements
- 12.5.4.4 Certifications
- 12.5.5 The Putnam Advisory Company, LLC.
- 12.5.5.1 Company Overview
- 12.5.5.2 Product Portfolio
- 12.5.5.3 Demographic Reach and Achievements
- 12.5.5.4 Certifications
- 12.5.6 The Capital Group Companies, Inc.
- 12.5.6.1 Company Overview
- 12.5.6.2 Product Portfolio
- 12.5.6.3 Demographic Reach and Achievements
- 12.5.6.4 Certifications
- 12.5.7 BlackRock Inc.
- 12.5.7.1 Company Overview
- 12.5.7.2 Product Portfolio
- 12.5.7.3 Demographic Reach and Achievements
- 12.5.7.4 Certifications
- 12.5.8 Invesco Ltd.
- 12.5.8.1 Company Overview
- 12.5.8.2 Product Portfolio
- 12.5.8.3 Demographic Reach and Achievements
- 12.5.8.4 Certifications
- 12.5.9 State Street Corp.
- 12.5.9.1 Company Overview
- 12.5.9.2 Product Portfolio
- 12.5.9.3 Demographic Reach and Achievements
- 12.5.9.4 Certifications
- 12.5.10 Oppenheimer & Co. Inc.
- 12.5.10.1 Company Overview
- 12.5.10.2 Product Portfolio
- 12.5.10.3 Demographic Reach and Achievements
- 12.5.10.4 Certifications
- 12.5.11 DWS Group GmbH & Co. KGaA
- 12.5.11.1 Company Overview
- 12.5.11.2 Product Portfolio
- 12.5.11.3 Demographic Reach and Achievements
- 12.5.11.4 Certifications
- 12.5.12 Others
Pricing
Currency Rates
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