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Mutual Fund Management

Publisher First Research, Inc.
Published Jul 14, 2025
SKU # FRRS20188445

Description

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).

COMPETITIVE LANDSCAPE

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.

PRODUCTS, OPERATIONS & TECHNOLOGY

Major services include the financial management consulting and implementation services (about 50%), and personal financial planning and investment management services (about 40%). Other services include personal financial planning and advice services, merger and acquisition financial consulting services, and management accounting and controllership consulting.

Table of Contents

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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