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Global Markets 2021 PRODUCT DETAILS Included with Purchase y Global Markets 2021 y Digital report in PDF format Key findings Continued Growth in Uncertain Times y Unlimited online firm-wide access y Analyst support y Exhibits in Excel y Interactive Report Dashboards OVERVIEW & METHODOLOGY This annual report has been created to meet client demand for regularly updated information Interactive Report regarding Cerulli’s opinions on asset management marketplaces across the globe. Each Dashboards iteration of Global Markets focuses on events occurring in and intelligence gathered over the Interact and explore select annual review period. This report covers a review period extending from January 2020 through report data with Cerulli’s December 2020, and a portion of the qualitative analysis considers events and news that visualization tool. occurred in the first half of 2021. Cerulli maintains two levels of coverage in its international research: primary and secondary. Each of the countries receiving primary coverage receives its own country profile. Cerulli maintains a lesser level of detail on several other countries deemed secondary. The primary y Global Overview: Examine the global, mutual fund, and retirement fund coverage markets are Australia, Brazil, Canada, Chile, China, France, Germany, Hong Kong, India, markets’ past and projected assets under management (AUM) by region Italy, Japan, Korea, Mexico, the Netherlands, Singapore, Spain, Sweden, South Africa, Switzerland, and investment objective. Taiwan, the UK, and the United States. y Cerulli GMR System: Use Cerulli’s proprietary Global Market Rating system to evaluate the historical and current addressability of 22 different markets USE THIS REPORT TO segmented by institutional and retail marketplaces. Compare several different favorability indicators, including asset quality, marketplace size, y Understand how investors globally navigated the uncertainty of 2020 in a better than and risk tolerance, as well changes in rating over time. anticipated way and emerged stronger than before, with assets continuing to increase. y Country Profiles: Compare side-by-side, country-specific data over the y Review the rising global adoption of exchange-traded funds (ETFs), particularly as the U.S. past five years, as well as expected projections for the 22 major global continues to set new records. markets, including mutual fund AUM and net new flows, and retirement y Explore why responsible investments continue to gain traction, even in previously lagging fund AUM. markets, due to local regulation initiatives. QUESTIONS ANSWERED y What factors are currently shaping markets around the world? y What are the main and emerging distribution channels in each primary market? y How are investors’ needs evolving across different regions? y What are the largest opportunities for asset managers in the global asset management industry? y What products and structures should asset managers have on their platforms to meet investors’ needs in different markets? Cerulli Associates | [email protected] | www.cerulli.com Report Overview Exhibit KQ.05 Global Mutual Fund Industry Net Revenue by Region, 2016–2025E (US$ millions) Source: Cerulli Associates Analyst Note: Net revenue takes into account managers’ share of management fees, excluding trailer fees. Excludes Canada. US Europe Asia-Pacific Latin America 2016 2020 2025E 131.7 100% 1.8% 2.1% 2.6% US$140 10.9% 10.8% 12.7% US$120 106.1 80% 96.6 32.2% US$100 32.5% 30.3% 60% 73.8 US$80 56.3 US$60 40% 43.6 31.9 US$40 55.1% 54.6% 54.3% 22.9 20% 16.5 US$20 6.8 2.6 4.1 0% US$0 2016 2020 2025E US Europe Asia-Pacific Latin America 42 The Cerulli Report | Global Markets 2021 Table of Contents Table of Contents: Expanded Key Questions Answered . 33 1. What factors are currently shaping markets around the world? ..........................................................33 2. Which strategies are being embraced most enthusiastically and which are out of favor? ....................................35 3. Which distribution channels are managers’ best options in the various regions? . .37 4. How dominant were the top players in selected markets during 2020?....................................................39 5. Are global revenues set to rise and how can asset managers protect their revenue growth? .................................41 Exchange Rates . 43 Collective Schemes . 44 Chapter 1: Overview . 45 Exhibit 1.01. Global Asset Management Industry Assets Under Management by Region, 2016–2025E............................45 Exhibit 1.02. Global Mutual Fund Assets Under Management by Market, 2016–2025E .........................................47 Exhibit 1.03. Global Mutual Fund Assets Under Management by Investment Objective and Region, 2016–2025E ..................49 Exhibit 1.04. Mutual Fund Assets Under Management by Foreign Exposure for Selected Markets, 2016–2020 . 51 Exhibit 1.05. Share of Foreign-Domiciled Mutual Fund Assets Under Management for Selected Markets, 2016–2020 ..............53 Exhibit 1.06. Global Mutual Fund Assets Under Management as a Percentage of Household Financial Assets, 2020 . .55 Exhibit 1.07. Global Mutual Fund Industry Growth by Source for Selected Markets, 2018–2020 .................................56 Exhibit 1.08. Global Mutual Fund Industry Growth by Source, 2017–2020....................................................58 Exhibit 1.09. Global Mutual Fund Net New Inflows by Market and Selected Asset Class, 2016–2020 .............................59 Exhibit 1.10. Global Retirement Fund Assets Under Management by Market, 2016–2025E . .62 Exhibit 1.11. Global Retirement Fund Assets Under Management by Investment Objective, 2016–2025E .........................64 Exhibit 1.12. Global Exchange-Traded Fund Assets Under Management and Net New Flows by Region, 2016–2020................65 Exhibit 1.13. Global Hedge Fund Assets Under Management, 2016–2020 ....................................................67 Exhibit 1.14. Global Private Investment Assets Under Management by Strategy, 2016–2020....................................69 Exhibit 1.15. Largest 50 Asset Managers by Global Assets Under Management, 2020..........................................70 Exhibit 1.16. Global Mutual Fund Industry Net Revenue by Selected Markets, 2016–2025E .....................................72 Exhibit 1.17. Global Mutual Fund Industry Net Revenue by Investment Objective, 2016–2025E . .74 10 The Cerulli Report | Global Markets 2021 Table of Contents Exhibit 1.18. Cerulli Combined Retail and Institutional Global Market Ratings by Market, 2020..................................75 Exhibit 1.19. Cerulli Retail Global Market Ratings by Market, 2020 . 76 Exhibit 1.20. Cerulli Institutional Global Market Ratings by Market, 2020 ....................................................77 Chapter 2: United States . 78 Exhibit 2.01. US Mutual Fund and Exchange-Traded Fund Assets Under Management, 2016–2020 ..............................83 Exhibit 2.02. US Mutual Fund and Exchange-Traded Fund Net New Flows, 2016–2020 .........................................84 Exhibit 2.03. US Mutual Fund Assets Under Management by Fund Type, 2016–2020 ..........................................85 Exhibit 2.04. US Mutual Fund Net New Flows by Investment Objective, 2016–2020............................................86 Exhibit 2.05. US Alternative Mutual Fund Assets Under Management by Asset Type, 2014–2020 ................................87 Exhibit 2.06. Advisor Headcount Marketshare and Projections by Channel, 2011–2024E .......................................88 Exhibit 2.07. Assets by Channel, 2015–2019 . .89 Exhibit 2.08. US Long-Term Mutual Fund Assets by Share Class, 2016–2020..................................................90 Exhibit 2.09. US Retail Variable Annuity Industry Assets and Growth, 2016–2020 . .91 Exhibit 2.10. US Retail Variable Annuity Total Flows by Distribution Channel, 2007–2020.......................................92 Exhibit 2.11. US Retirement Market Assets, 2016–2020E ..................................................................93 Exhibit 2.12. US Defined Benefit Retirement Plan Assets by Investment Objective, 3Q 2019–3Q 2020............................94 Exhibit 2.13. US 401(k) Asset Allocation, 2019 ............................................................................95 Exhibit 2.14. US 401(k) Providers by Recordkept Assets, 2019 ..............................................................96 Exhibit 2.15. US 401(k) Assets by Investment Vehicle, 2019 . 97 Exhibit 2.16. US IRA Mutual Fund Asset Allocation, 2016–2020 .............................................................98 Exhibit 2.17. Top-20 US Mutual Fund Managers by Asset Class: Asset Class Allocation Breakdown, 2020 .........................99 Exhibit 2.18. Top-Selling US Mutual Fund Managers: Net Flows by Asset Class, 2020 . .100 Exhibit 2.19. Top 20 US Tax-Exempt Institutional Managers by Assets Under Management, 2017–2019 .........................101 Exhibit 2.20. Cerulli Global Market Rating for US Retail Marketplace, December 2020 . 103 Exhibit 2.21. Cerulli Global Market Rating for US Institutional Marketplace, December 2019...................................104 Exhibit 2.22. US Retail Fund Marketplace Year-End 2020 Databank . 105 Exhibit 2.23. US Retirement Fund Marketplace Year-End 2019 Databank ...................................................107 Chapter 3: United Kingdom . 108 Exhibit 3.01. UK Mutual Fund Assets Under Management, 2016–2020......................................................112 Exhibit
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