Mutual Fund Management

Mutual Fund Management

Brief Excerpt from Industry Overview Chapter:

Companies in this industry manage mutual funds and other portfolio assets of others on a fee or commission basis. Major companies include BlackRock Funds, Fidelity Investments, and Vanguard (all based in the US), as well as Amundi (France), Investec (South Africa), and Schroders (UK).


Demand is affected by the global economic conditions, evolving investment preferences, and demographic trends. The profitability of individual companies depends on investment expertise and effective marketing. Large companies have economies of scale in operations and marketing. Small companies can compete effectively by specializing in desirable sectors and by producing higher investment returns. The US mutual fund industry is?fragmented: the 50 largest firms manage more than 50% of total assets.


Major services include the financial management consulting and implementation services (about 40%), and personal financial planning and investment management services (about 30%). Mutual funds management firms also offer personal investment management services (more than 25%). Other services include personal financial planning and advice services, merger and acquisition financial consulting services, and management accounting and controllership consulting.

Industry Overview
Quarterly Industry Update
Business Challenges
Business Trends
Industry Opportunities
Call Preparation Questions
Financial Information
Industry Forecast
Web Links and Acronyms

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