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Summary and extracts
1 Market Overview
1.1 Introduction
Asset management is a professional financial service of administering and optimizing a client's assets through a personalized and diversified strategy, with the goal of preserving and increasing the value of assets over time, taking into account the client's preferences, goals, and risk tolerance. the size of the global asset management market has been estimated at $458.02 billion in 2023, with projected growth at a compound annual growth rate (CAGR) of 36.4 percent over the 2024-2030 period. Market expansion is driven by rapid digital progress, ongoing technological developments, and efforts to improve trial asset management in the industry.
The value of the global market for assets under management shows steady growth over the 2023-2027 period, rising from $120.92 trillion in 2023 to $147.32 trillion in 2027. This represents an overall increase of 21.8 percent over five years at a compound annual growth rate (CAGR) of 5.06 percent. The European market shows sustained expansion between 2024 and 2029, increasing from $33.89 trillion in 2024 to $43.79 trillion in 2029. This increase represents an overall growth of 29.2 percent and a compound annual growth rate (CAGR) of 5.26 percent.
Over the past year, assets under management in Italy showed an overall increase of 0.8 percent.The market is divided into open-end funds, predominant with 51 percent of the total due to their flexibility, institutional and retail asset management, which together cover 46 percent, and closed-end funds, which, with only 3 percent, attract investors seeking more specialized options. Neglu recent years the fund management sector in Italy has seen a 16 percent contraction in firms, while the number of employees has increased by 19.8 percent over the same period, indicating a consolidation of the sector with a simultaneous increase in operational capacity.
1.2 Global market analysis
The global market value of assets under management shows steady growth over the period ****-****, rising from $***.** trillion in **** to $***.** trillion in ****. This represents an overall increase of **.* percent over five years at a compound annual growth rate (***) of *.** percent. Global market value of assets under management World, ****-****, in US$ ...
1.3 The Italian market
In the period between March and July ****, assets under management in Italy increased slightly. It stood at *,*** billion euros in March, falling marginally to *,***.* billion in June (***). However, in July it increased to *.***.* billion, up *.* percent from March. Overall, a positive change of *.*% is observed for the quarter.
Italian assets under ...
1.4 Inflation suffered by the sector
The asset management industry in Italy has been under considerable pressure due to high inflation in ****, with consequences that have forced asset managers to rethink their strategies to protect client portfolios and maintain adequate returns. Inflation in Italy, which has reached *.* percent, has eroded the real value of yields, especially for ...
2 Demand analysis
2.1 Overview of demand
In ****, the overall average value of investment in Italy is ** thousand euros. Investments in Italian funds have a lower average value of ** thousand euros, while those in foreign funds distributed with concentration reach ** thousand euros. Cross-border funds record the highest average value at ** thousand euros. These data indicate that investors tend ...
2.2 Geographical distribution of demand
The geographical distribution of subscribers in Italy shows a strong concentration in the Northwest, accounting for ** percent of the total. This is followed by the Northeast with ** percent and the Center with ** percent. The regions of the South and Islands show significantly lower percentages, at ** percent and * percent, respectively. These figures ...
2.3 Demand drivers
Data on underwriters by gender in Italy in **** show a slight prevalence of men, accounting for ** percent of the total, while women make up ** percent.
Underwriters by gender Italy, ****, in % assogestioni
The breakdown of total investment by gender in Italy in **** shows that men hold ** percent of investments, while women make ...
2.4 Trends in demand for managed assets
Trends in online searches for Italian managed assets between September **** and September **** show an overall growth of ** percent, with the index rising from **.* to **.*. After a decline between September and December **** (***). This shows increasing interest, especially in the last year, with some seasonal declines, such as in August **** and ****.
The numbers ...
2.5 New trends in demand
In the asset management market, several innovative trends are occurring, reflecting changes in client preferences, technological evolution and regulations.
*. Growth in Sustainable Investments (***)
The integration of environmental, social and governance (***) is pushing managers for greater transparency on these issues.
*. Digitization and WealthTech
Technology is revolutionizing the way wealth is ...
3 Market structure
3.1 Market structure and dynamics
Between **** and ****, the number of firms active in mutual fund and pension fund management in Italy decreased by ** percent, from *** to ***. After a steady decrease until ****, with a **.* percent decline from ****, there is a recovery in **** and a further increase in ****, with an overall increase of ** percent from **** to ****.
Number of ...
3.2 Value chain
[***]
This asset management value chain systematically describes the path an asset manager follows to offer customized financial solutions to clients. it consists of several stages, each of which plays a crucial role in building a solid, tailored relationship with the client.
The first phase, Onboarding, is the beginning of the process, ...
3.3 Distribution channels
In ****, total investment in Italy shows a strong prevalence of the banking channel for domestic investments, with ** percent of resources distributed through banks. For foreign concentrated and cross-border channels, the role of banks is less dominant, accounting for ** percent and ** percent, respectively. In contrast, financial advisors play a much more significant ...
3.4 The main players in the market
The leading companies in Italy in the market are as follows:
Axa Investment Managers: It is a global asset management company managing over €*** billion in assets as of ****. It offers a wide range of investment strategies, including bonds, equities, multi-asset, and alternative investments. It is distinguished by a strong commitment to ...
4 Supply analysis
4.1 Type of the offer
Asset management offers a wide range of financial solutions designed to meet clients' diverse investment and asset protection needs. Options vary according to the client's level of involvement and goals, with strategies ranging from discretionary and non-discretionary management to more specialized solutions such as ESG, thematic or customized management, tailored to ...
4.2 Market prices
The cost of managing one's assets in a wealth management can vary depending on several factors, such as the bank, the type of management, and the portfolio chosen.
4.3 New trends in supply
According to a study conducted by Deloitte on the disruptions that are shaping the asset management market, the following table introduces the top ** factors and explains how they will impact the industry under analysis.
[***]
5 Regulations
5.1 Regulatory framework
Asset management in Italy is governed by a complex set of national and European laws, all aimed at ensuring transparency, investor protection and financial market stability. The basis of this system is represented by the Testo Unico della Finanza (***), namely the Legislative Decree **/****, which is the regulatory foundation for all financial ...
6 Positioning of players
6.1 Market segmentation
- Morgan Stanley Investment Management (MSIM)
- J.P. Morgan Asset Management
- Goldman Sachs Asset Management (GSAM)
- Axa Investment Managers Italia
- Nordea Investment Funds
- Flossbach Von Storch
- Mfs Investment Management
- Ostrum Asset Management
- Bny Mellon Fund Management
- Schroder Investment Management
List of charts presented in this market study
- Global asset management market value
- Breakdown of the value of the global asset management market
- Global market value of assets under management
- World market value of assets under management
- European market value of assets under management
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