Mutual Fund Assets at $31 Trillion – Equities Dominate, Global Retirement Solutions

Globally, mutual fund assets tracked by the ICI and other associations are above $31 trillion. Almost half of that total is in equity funds and almost 60% are held by investors in the Americas.

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Latin America accounts for about $1.5 trillion in AUM, Canada adds another $1 trillion, with the rest held in the U.S.  The growth rates for the latest few quarters have to be taken with a grain of salt due to the strong appreciation of the US dollar globally.

Still, retirement investing as a structural growth engine for mutual funds will likely propel AUM figures to over $50 trillion in the next five years.

As distributors and institutions are working more closely with selected large and boutique partners, product development and investment solution structuring will be the key to success, along with the right talent driving relationships and returns.

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