Global Mutual Funds Market 2026-2030

Publisher TechNavio

Published Mar 09, 2026

Length 293 Pages

SKU # INF20942528

Description

Global Mutual Funds Market 2026-2030

The global mutual funds market is forecasted to grow by USD 102.5 trillion during 2025-2030, accelerating at a CAGR of 10.7% during the forecast period. The report on the global mutual funds market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by greater demand for retirement-focused investment solutions, increasing share of financial savings in total household savings, rising awareness-growing investor base.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.

Technavio's global mutual funds market is segmented as below:

By Type

Stock funds
Bond funds
Money market funds
Hybrid funds

By Distribution Channel

Advice channel
Retirement plan channel
Institutional channel
Direct channel
Supermarket channel

By Product Type

Active mutual funds
Passive mutual funds

Geography

North America
US
Canada
Mexico
Europe
Germany
France
UK
Italy
The Netherlands
Spain
APAC
China
India
Japan
Australia
South Korea
Indonesia
South America
Brazil
Argentina
Chile
Middle East and Africa
UAE
South Africa
Turkey
Rest of World (ROW)

This study identifies the increasing adoption of inflation-indexed funds as one of the prime reasons driving the global mutual funds market growth during the next few years. Also, high demand for market transparency during investment and ai-driven fund management accelerates industry transformation will lead to sizable demand in the market.

The report on the global mutual funds market covers the following areas:

Global mutual funds market sizing
Global mutual funds market forecast
Global mutual funds market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global mutual funds market vendors that include Aditya Birla Management Corp., Amundi Group, Axis Asset Management Co. Ltd., Bank of New York Mellon Corp., Baroda BNP Paribas Mutual Fund, BlackRock Inc., Canara Robeco Asset Mngt. Co., DSP Asset Managers Pvt. Ltd., Edelweiss Asset Management Ltd., FMR LLC, ICICI Asset Management Co., JPMorgan Chase and Co., Northern Trust Corp., PIMCO, State Street Corp., The Capital Group Companies Inc., The Charles Schwab Corp., The Vanguard Group Inc.. Also, the global mutual funds market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

1 Executive Summary: 1.1 Market overview; Executive Summary - Chart on Market Overview; Executive Summary - Data Table on Market Overview; Executive Summary - Chart on Global Market Characteristics; Executive Summary - Chart on Market by Geography; Executive Summary - Chart on Market Segmentation by Type; Executive Summary - Chart on Market Segmentation by Distribution Channel; Executive Summary - Chart on Market Segmentation by Product Type; Executive Summary - Chart on Incremental Growth; Executive Summary - Data Table on Incremental Growth; Executive Summary - Chart on Company Market Positioning
2 Technavio Analysis: 2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria; Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria; 2.2 Criticality of inputs and Factors of differentiation; Chart on Overview on criticality of inputs and factors of differentiation; 2.3 Factors of disruption; Chart on Overview on factors of disruption; 2.4 Impact of drivers and challenges; Chart on Impact of drivers and challenges in 2025 and 2030
3 Market Landscape: 3.1 Market ecosystem; Chart on Parent Market; Data Table on - Parent Market; 3.2 Market characteristics; Chart on Market characteristics analysis; 3.3 Value chain analysis; Chart on Value chain analysis
4 Market Sizing: 4.1 Market definition; Data Table on Offerings of companies included in the market definition; 4.2 Market segment analysis; Market segments; 4.3 Market size 2025; 4.4 Market outlook: Forecast for 2025-2030; Chart on Global - Market size and forecast 2025-2030 ($ trillion); Data Table on Global - Market size and forecast 2025-2030 ($ trillion); Chart on Global Market: Year-over-year growth 2025-2030 (%); Data Table on Global Market: Year-over-year growth 2025-2030 (%)
5 Historic Market Size: 5.1 Global Mutual Funds Market 2020 - 2024; Historic Market Size - Data Table on Global Mutual Funds Market 2020 - 2024 ($ trillion); 5.2 Type segment analysis 2020 - 2024; Historic Market Size - Type Segment 2020 - 2024 ($ trillion); 5.3 Distribution Channel segment analysis 2020 - 2024; Historic Market Size - Distribution Channel Segment 2020 - 2024 ($ trillion); 5.4 Product Type segment analysis 2020 - 2024; Historic Market Size - Product Type Segment 2020 - 2024 ($ trillion); 5.5 Geography segment analysis 2020 - 2024; Historic Market Size - Geography Segment 2020 - 2024 ($ trillion); 5.6 Country segment analysis 2020 - 2024; Historic Market Size - Country Segment 2020 - 2024 ($ trillion)
6 Qualitative Analysis: 6.1 Impact of AI on the Global Mutual Funds Market
7 Five Forces Analysis: 7.1 Five forces summary; Five forces analysis - Comparison between 2025 and 2030; 7.2 Bargaining power of buyers; Bargaining power of buyers - Impact of key factors 2025 and 2030; 7.3 Bargaining power of suppliers; Bargaining power of suppliers - Impact of key factors in 2025 and 2030; 7.4 Threat of new entrants; Threat of new entrants - Impact of key factors in 2025 and 2030; 7.5 Threat of substitutes; Threat of substitutes - Impact of key factors in 2025 and 2030; 7.6 Threat of rivalry; Threat of rivalry - Impact of key factors in 2025 and 2030; 7.7 Market condition; Chart on Market condition - Five forces 2025 and 2030
8 Market Segmentation by Type: 8.1 Market segments; Chart on Type - Market share 2025-2030 (%); Data Table on Type - Market share 2025-2030 (%); 8.2 Comparison by Type; Chart on Comparison by Type; Data Table on Comparison by Type; 8.3 Stock funds - Market size and forecast 2025-2030; Chart on Stock funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Stock funds - Market size and forecast 2025-2030 ($ trillion); Chart on Stock funds - Year-over-year growth 2025-2030 (%); Data Table on Stock funds - Year-over-year growth 2025-2030 (%); 8.4 Bond funds - Market size and forecast 2025-2030; Chart on Bond funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Bond funds - Market size and forecast 2025-2030 ($ trillion); Chart on Bond funds - Year-over-year growth 2025-2030 (%); Data Table on Bond funds - Year-over-year growth 2025-2030 (%); 8.5 Money market funds - Market size and forecast 2025-2030; Chart on Money market funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Money market funds - Market size and forecast 2025-2030 ($ trillion); Chart on Money market funds - Year-over-year growth 2025-2030 (%); Data Table on Money market funds - Year-over-year growth 2025-2030 (%); 8.6 Hybrid funds - Market size and forecast 2025-2030; Chart on Hybrid funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Hybrid funds - Market size and forecast 2025-2030 ($ trillion); Chart on Hybrid funds - Year-over-year growth 2025-2030 (%); Data Table on Hybrid funds - Year-over-year growth 2025-2030 (%); 8.7 Market opportunity by Type; Market opportunity by Type ($ trillion); Data Table on Market opportunity by Type ($ trillion)
9 Market Segmentation by Distribution Channel: 9.1 Market segments; Chart on Distribution Channel - Market share 2025-2030 (%); Data Table on Distribution Channel - Market share 2025-2030 (%); 9.2 Comparison by Distribution Channel; Chart on Comparison by Distribution Channel; Data Table on Comparison by Distribution Channel; 9.3 Advice channel - Market size and forecast 2025-2030; Chart on Advice channel - Market size and forecast 2025-2030 ($ trillion); Data Table on Advice channel - Market size and forecast 2025-2030 ($ trillion); Chart on Advice channel - Year-over-year growth 2025-2030 (%); Data Table on Advice channel - Year-over-year growth 2025-2030 (%); 9.4 Retirement plan channel - Market size and forecast 2025-2030; Chart on Retirement plan channel - Market size and forecast 2025-2030 ($ trillion); Data Table on Retirement plan channel - Market size and forecast 2025-2030 ($ trillion); Chart on Retirement plan channel - Year-over-year growth 2025-2030 (%); Data Table on Retirement plan channel - Year-over-year growth 2025-2030 (%); 9.5 Institutional channel - Market size and forecast 2025-2030; Chart on Institutional channel - Market size and forecast 2025-2030 ($ trillion); Data Table on Institutional channel - Market size and forecast 2025-2030 ($ trillion); Chart on Institutional channel - Year-over-year growth 2025-2030 (%); Data Table on Institutional channel - Year-over-year growth 2025-2030 (%); 9.6 Direct channel - Market size and forecast 2025-2030; Chart on Direct channel - Market size and forecast 2025-2030 ($ trillion); Data Table on Direct channel - Market size and forecast 2025-2030 ($ trillion); Chart on Direct channel - Year-over-year growth 2025-2030 (%); Data Table on Direct channel - Year-over-year growth 2025-2030 (%); 9.7 Supermarket channel - Market size and forecast 2025-2030; Chart on Supermarket channel - Market size and forecast 2025-2030 ($ trillion); Data Table on Supermarket channel - Market size and forecast 2025-2030 ($ trillion); Chart on Supermarket channel - Year-over-year growth 2025-2030 (%); Data Table on Supermarket channel - Year-over-year growth 2025-2030 (%); 9.8 Market opportunity by Distribution Channel; Market opportunity by Distribution Channel ($ trillion); Data Table on Market opportunity by Distribution Channel ($ trillion)
10 Market Segmentation by Product Type: 10.1 Market segments; Chart on Product Type - Market share 2025-2030 (%); Data Table on Product Type - Market share 2025-2030 (%); 10.2 Comparison by Product Type; Chart on Comparison by Product Type; Data Table on Comparison by Product Type; 10.3 Active mutual funds - Market size and forecast 2025-2030; Chart on Active mutual funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Active mutual funds - Market size and forecast 2025-2030 ($ trillion); Chart on Active mutual funds - Year-over-year growth 2025-2030 (%); Data Table on Active mutual funds - Year-over-year growth 2025-2030 (%); 10.4 Passive mutual funds - Market size and forecast 2025-2030; Chart on Passive mutual funds - Market size and forecast 2025-2030 ($ trillion); Data Table on Passive mutual funds - Market size and forecast 2025-2030 ($ trillion); Chart on Passive mutual funds - Year-over-year growth 2025-2030 (%); Data Table on Passive mutual funds - Year-over-year growth 2025-2030 (%); 10.5 Market opportunity by Product Type; Market opportunity by Product Type ($ trillion); Data Table on Market opportunity by Product Type ($ trillion)
11 Customer Landscape: 11.1 Customer landscape overview; Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
12 Geographic Landscape: 12.1 Geographic segmentation; Chart on Market share by geography 2025-2030 (%); Data Table on Market share by geography 2025-2030 (%); 12.2 Geographic comparison; Chart on Geographic comparison; Data Table on Geographic comparison; 12.3 North America - Market size and forecast 2025-2030; Chart on North America - Market size and forecast 2025-2030 ($ trillion); Data Table on North America - Market size and forecast 2025-2030 ($ trillion); Chart on North America - Year-over-year growth 2025-2030 (%); Data Table on North America - Year-over-year growth 2025-2030 (%); Chart on Regional Comparison - North America; Data Table on Regional Comparison - North America; 12.3.1 US - Market size and forecast 2025-2030; Chart on US - Market size and forecast 2025-2030 ($ trillion); Data Table on US - Market size and forecast 2025-2030 ($ trillion); Chart on US - Year-over-year growth 2025-2030 (%); Data Table on US - Year-over-year growth 2025-2030 (%); 12.3.2 Canada - Market size and forecast 2025-2030; Chart on Canada - Market size and forecast 2025-2030 ($ trillion); Data Table on Canada - Market size and forecast 2025-2030 ($ trillion); Chart on Canada - Year-over-year growth 2025-2030 (%); Data Table on Canada - Year-over-year growth 2025-2030 (%); 12.3.3 Mexico - Market size and forecast 2025-2030; Chart on Mexico - Market size and forecast 2025-2030 ($ trillion); Data Table on Mexico - Market size and forecast 2025-2030 ($ trillion); Chart on Mexico - Year-over-year growth 2025-2030 (%); Data Table on Mexico - Year-over-year growth 2025-2030 (%); 12.4 Europe - Market size and forecast 2025-2030; Chart on Europe - Market size and forecast 2025-2030 ($ trillion); Data Table on Europe - Market size and forecast 2025-2030 ($ trillion); Chart on Europe - Year-over-year growth 2025-2030 (%); Data Table on Europe - Year-over-year growth 2025-2030 (%); Chart on Regional Comparison - Europe; Data Table on Regional Comparison - Europe; 12.4.1 Germany - Market size and forecast 2025-2030; Chart on Germany - Market size and forecast 2025-2030 ($ trillion); Data Table on Germany - Market size and forecast 2025-2030 ($ trillion); Chart on Germany - Year-over-year growth 2025-2030 (%); Data Table on Germany - Year-over-year growth 2025-2030 (%); 12.4.2 France - Market size and forecast 2025-2030; Chart on France - Market size and forecast 2025-2030 ($ trillion); Data Table on France - Market size and forecast 2025-2030 ($ trillion); Chart on France - Year-over-year growth 2025-2030 (%); Data Table on France - Year-over-year growth 2025-2030 (%); 12.4.3 UK - Market size and forecast 2025-2030; Chart on UK - Market size and forecast 2025-2030 ($ trillion); Data Table on UK - Market size and forecast 2025-2030 ($ trillion); Chart on UK - Year-over-year growth 2025-2030 (%); Data Table on UK - Year-over-year growth 2025-2030 (%); 12.4.4 Italy - Market size and forecast 2025-2030; Chart on Italy - Market size and forecast 2025-2030 ($ trillion); Data Table on Italy - Market size and forecast 2025-2030 ($ trillion); Chart on Italy - Year-over-year growth 2025-2030 (%); Data Table on Italy - Year-over-year growth 2025-2030 (%); 12.4.5 The Netherlands - Market size and forecast 2025-2030; Chart on The Netherlands - Market size and forecast 2025-2030 ($ trillion); Data Table on The Netherlands - Market size and forecast 2025-2030 ($ trillion); Chart on The Netherlands - Year-over-year growth 2025-2030 (%); Data Table on The Netherlands - Year-over-year growth 2025-2030 (%); 12.4.6 Spain - Market size and forecast 2025-2030; Chart on Spain - Market size and forecast 2025-2030 ($ trillion); Data Table on Spain - Market size and forecast 2025-2030 ($ trillion); Chart on Spain - Year-over-year growth 2025-2030 (%); Data Table on Spain - Year-over-year growth 2025-2030 (%); 12.5 APAC - Market size and forecast 2025-2030; Chart on APAC - Market size and forecast 2025-2030 ($ trillion); Data Table on APAC - Market size and forecast 2025-2030 ($ trillion); Chart on APAC - Year-over-year growth 2025-2030 (%); Data Table on APAC - Year-over-year growth 2025-2030 (%); Chart on Regional Comparison - APAC; Data Table on Regional Comparison - APAC; 12.5.1 China - Market size and forecast 2025-2030; Chart on China - Market size and forecast 2025-2030 ($ trillion); Data Table on China - Market size and forecast 2025-2030 ($ trillion); Chart on China - Year-over-year growth 2025-2030 (%); Data Table on China - Year-over-year growth 2025-2030 (%); 12.5.2 India - Market size and forecast 2025-2030; Chart on India - Market size and forecast 2025-2030 ($ trillion); Data Table on India - Market size and forecast 2025-2030 ($ trillion); Chart on India - Year-over-year growth 2025-2030 (%); Data Table on India - Year-over-year growth 2025-2030 (%); 12.5.3 Japan - Market size and forecast 2025-2030; Chart on Japan - Market size and forecast 2025-2030 ($ trillion); Data Table on Japan - Market size and forecast 2025-2030 ($ trillion); Chart on Japan - Year-over-year growth 2025-2030 (%); Data Table on Japan - Year-over-year growth 2025-2030 (%); 12.5.4 Australia - Market size and forecast 2025-2030; Chart on Australia - Market size and forecast 2025-2030 ($ trillion); Data Table on Australia - Market size and forecast 2025-2030 ($ trillion); Chart on Australia - Year-over-year growth 2025-2030 (%); Data Table on Australia - Year-over-year growth 2025-2030 (%); 12.5.5 South Korea - Market size and forecast 2025-2030; Chart on South Korea - Market size and forecast 2025-2030 ($ trillion); Data Table on South Korea - Market size and forecast 2025-2030 ($ trillion); Chart on South Korea - Year-over-year growth 2025-2030 (%); Data Table on South Korea - Year-over-year growth 2025-2030 (%); 12.5.6 Indonesia - Market size and forecast 2025-2030; Chart on Indonesia - Market size and forecast 2025-2030 ($ trillion); Data Table on Indonesia - Market size and forecast 2025-2030 ($ trillion); Chart on Indonesia - Year-over-year growth 2025-2030 (%); Data Table on Indonesia - Year-over-year growth 2025-2030 (%); 12.6 South America - Market size and forecast 2025-2030; Chart on South America - Market size and forecast 2025-2030 ($ trillion); Data Table on South America - Market size and forecast 2025-2030 ($ trillion); Chart on South America - Year-over-year growth 2025-2030 (%); Data Table on South America - Year-over-year growth 2025-2030 (%); Chart on Regional Comparison - South America; Data Table on Regional Comparison - South America; 12.6.1 Brazil - Market size and forecast 2025-2030; Chart on Brazil - Market size and forecast 2025-2030 ($ trillion); Data Table on Brazil - Market size and forecast 2025-2030 ($ trillion); Chart on Brazil - Year-over-year growth 2025-2030 (%); Data Table on Brazil - Year-over-year growth 2025-2030 (%); 12.6.2 Argentina - Market size and forecast 2025-2030; Chart on Argentina - Market size and forecast 2025-2030 ($ trillion); Data Table on Argentina - Market size and forecast 2025-2030 ($ trillion); Chart on Argentina - Year-over-year growth 2025-2030 (%); Data Table on Argentina - Year-over-year growth 2025-2030 (%); 12.6.3 Chile - Market size and forecast 2025-2030; Chart on Chile - Market size and forecast 2025-2030 ($ trillion); Data Table on Chile - Market size and forecast 2025-2030 ($ trillion); Chart on Chile - Year-over-year growth 2025-2030 (%); Data Table on Chile - Year-over-year growth 2025-2030 (%); 12.7 Middle East and Africa - Market size and forecast 2025-2030; Chart on Middle East and Africa - Market size and forecast 2025-2030 ($ trillion); Data Table on Middle East and Africa - Market size and forecast 2025-2030 ($ trillion); Chart on Middle East and Africa - Year-over-year growth 2025-2030 (%); Data Table on Middle East and Africa - Year-over-year growth 2025-2030 (%); Chart on Regional Comparison - Middle East and Africa; Data Table on Regional Comparison - Middle East and Africa; 12.7.1 Saudi Arabia - Market size and forecast 2025-2030; Chart on Saudi Arabia - Market size and forecast 2025-2030 ($ trillion); Data Table on Saudi Arabia - Market size and forecast 2025-2030 ($ trillion); Chart on Saudi Arabia - Year-over-year growth 2025-2030 (%); Data Table on Saudi Arabia - Year-over-year growth 2025-2030 (%); 12.7.2 UAE - Market size and forecast 2025-2030; Chart on UAE - Market size and forecast 2025-2030 ($ trillion); Data Table on UAE - Market size and forecast 2025-2030 ($ trillion); Chart on UAE - Year-over-year growth 2025-2030 (%); Data Table on UAE - Year-over-year growth 2025-2030 (%); 12.7.3 South Africa - Market size and forecast 2025-2030; Chart on South Africa - Market size and forecast 2025-2030 ($ trillion); Data Table on South Africa - Market size and forecast 2025-2030 ($ trillion); Chart on South Africa - Year-over-year growth 2025-2030 (%); Data Table on South Africa - Year-over-year growth 2025-2030 (%); 12.7.4 Israel - Market size and forecast 2025-2030; Chart on Israel - Market size and forecast 2025-2030 ($ trillion); Data Table on Israel - Market size and forecast 2025-2030 ($ trillion); Chart on Israel - Year-over-year growth 2025-2030 (%); Data Table on Israel - Year-over-year growth 2025-2030 (%); 12.7.5 Turkey - Market size and forecast 2025-2030; Chart on Turkey - Market size and forecast 2025-2030 ($ trillion); Data Table on Turkey - Market size and forecast 2025-2030 ($ trillion); Chart on Turkey - Year-over-year growth 2025-2030 (%); Data Table on Turkey - Year-over-year growth 2025-2030 (%); 12.8 Market opportunity by geography; Market opportunity by geography ($ trillion); Data Tables on Market opportunity by geography ($ trillion)
13 Drivers, Challenges, and Opportunity: 13.1 Market drivers; Greater demand for retirement-focused investment solutions; Increasing share of financial savings in total household savings; Rising awareness-growing investor base; 13.2 Market challenges; Market volatility reducing investor confidence globally; Interest rate and principal amount fluctuations; Fee pressures impacting profitability margins; 13.3 Impact of drivers and challenges; Impact of drivers and challenges in 2025 and 2030; 13.4 Market opportunities; Increasing adoption of inflation-indexed funds; High demand for market transparency during investment; AI-driven fund management accelerates industry transformation
14 Competitive Landscape: 14.1 Overview; 14.2 Competitive Landscape; Overview on criticality of inputs and factors of differentiation; 14.3 Landscape disruption; Overview on factors of disruption; 14.4 Industry risks; Impact of key risks on business
15 Competitive Analysis: 15.1 Companies profiled; Companies covered; 15.2 Company ranking index; Company ranking index; 15.3 Market positioning of companies; Matrix on companies position and classification; 15.4 Aditya Birla Management Corp.; Aditya Birla Management Corp. - Overview; Aditya Birla Management Corp. - Product / Service; Aditya Birla Management Corp. - Key offerings; SWOT; 15.5 Amundi Group; Amundi Group - Overview; Amundi Group - Business segments; Amundi Group - Key offerings; Amundi Group - Segment focus; SWOT; 15.6 Axis Asset Management Co. Ltd.; Axis Asset Management Co. Ltd. - Overview; Axis Asset Management Co. Ltd. - Product / Service; Axis Asset Management Co. Ltd. - Key offerings; SWOT; 15.7 Bank of New York Mellon Corp.; Bank of New York Mellon Corp. - Overview; Bank of New York Mellon Corp. - Business segments; Bank of New York Mellon Corp. - Key offerings; Bank of New York Mellon Corp. - Segment focus; SWOT; 15.8 Baroda BNP Paribas Mutual Fund; Baroda BNP Paribas Mutual Fund - Overview; Baroda BNP Paribas Mutual Fund - Product / Service; Baroda BNP Paribas Mutual Fund - Key offerings; SWOT; 15.9 BlackRock Inc.; BlackRock Inc. - Overview; BlackRock Inc. - Product / Service; BlackRock Inc. - Key news; BlackRock Inc. - Key offerings; SWOT; 15.10 DSP Asset Managers Pvt. Ltd.; DSP Asset Managers Pvt. Ltd. - Overview; DSP Asset Managers Pvt. Ltd. - Product / Service; DSP Asset Managers Pvt. Ltd. - Key offerings; SWOT; 15.11 FMR LLC; FMR LLC - Overview; FMR LLC - Product / Service; FMR LLC - Key offerings; SWOT; 15.12 JPMorgan Chase and Co.; JPMorgan Chase and Co. - Overview; JPMorgan Chase and Co. - Business segments; JPMorgan Chase and Co. - Key offerings; JPMorgan Chase and Co. - Segment focus; SWOT; 15.13 Northern Trust Corp.; Northern Trust Corp. - Overview; Northern Trust Corp. - Business segments; Northern Trust Corp. - Key offerings; Northern Trust Corp. - Segment focus; SWOT; 15.14 PIMCO; PIMCO - Overview; PIMCO - Product / Service; PIMCO - Key offerings; SWOT; 15.15 State Street Corp.; State Street Corp. - Overview; State Street Corp. - Business segments; State Street Corp. - Key offerings; State Street Corp. - Segment focus; SWOT; 15.16 The Capital Group Companies Inc.; The Capital Group Companies Inc. - Overview; The Capital Group Companies Inc. - Product / Service; The Capital Group Companies Inc. - Key offerings; SWOT; 15.17 The Charles Schwab Corp.; The Charles Schwab Corp. - Overview; The Charles Schwab Corp. - Business segments; The Charles Schwab Corp. - Key offerings; The Charles Schwab Corp. - Segment focus; SWOT; 15.18 The Vanguard Group Inc.; The Vanguard Group Inc. - Overview; The Vanguard Group Inc. - Product / Service; The Vanguard Group Inc. - Key offerings; SWOT
16 Appendix: 16.1 Scope of the report; Market definition; Objectives; Notes and caveats; 16.2 Inclusions and exclusions checklist; Inclusions checklist; Exclusions checklist; 16.3 Currency conversion rates for US$; Currency conversion rates for US$; 16.4 Research methodology; Research methodology; 16.5 Data procurement; Information sources; 16.6 Data validation; Data validation; 16.7 Validation techniques employed for market sizing; Validation techniques employed for market sizing; 16.8 Data synthesis; Data synthesis; 16.9 360 degree market analysis; 360 degree market analysis; 16.10 List of abbreviations; List of abbreviations

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