North America Fixed Income Assets Management Industry Market Size (2024 - 2029)

The North American Fixed Income Assets Management market is a significant component of the broader asset management industry, which holds a substantial portion of global assets under management. This market has experienced a notable shift from active to passive investment strategies in fixed income assets, impacting financial stability and market dynamics. The increasing prominence of fintech and regtech is transforming business operations within the asset management sector, influencing market size and structure.

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Market Size of North America Fixed Income Assets Management Industry

North America Fixed Income Assets Management Industry (2020-2025)
Study Period 2020 - 2029
Base Year For Estimation 2023
Forecast Data Period 2024 - 2029
Historical Data Period 2020 - 2022
CAGR 1.50 %
Market Concentration Medium

Major Players

North America Fixed Income Assets Management Industry Major Players

*Disclaimer: Major Players sorted in no particular order

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North America Fixed Income Assets Management Market Analysis

North American Asset Management Industry is the largest with around 57% of global AuM from this region. While average assets under management (AUM) in North America edged up nearly 7 percent for 2018 to $43 trillion, the industry's aggregate revenue pool gained just 1 percent and, facing a rising cost bill, industry profits fell nearly 4 percent. Net flows for the year were anemic, and the drop in both equity and bond markets late in the year made for a weak fourth quarter and a challenging start to 2019.

It is built around two core asset classes - equities followed by fixed-income assets, both combined, contributing to more than half the portfolios. The past couple of decades have seen a significant shift in fixed income assets from active to passive investment strategies. We examine the potential effects of this shift on financial stability through different channels such as liquidity transformation and redemption risks; strategies that amplify market volatility; increases in asset-management industry concentration; and the effects on valuations, volatility, and comovement of assets that are included in indexes.

Fintech and Regtech prominence is re-shaping the way asset management firms conduct business.

North America Fixed Income Assets Management Industry Segmentation

An understanding of North America Fixed income Assets Management industry, regulatory environment, asset managers, and their business models, along with detailed market segmentation, product types, current market trends, changes in market dynamics, and growth opportunities. In-depth analysis of the market size and forecast for the various segments.

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North America Fixed Income Assets Management Industry Size Summary

The North American fixed income asset management market is a significant component of the global financial landscape, representing a substantial portion of the world's assets under management. This market is characterized by a dominant presence of both equity and fixed-income assets, with a notable shift from active to passive investment strategies over the past two decades. This transition has implications for financial stability, affecting liquidity transformation, redemption risks, and market volatility. The influence of fintech and regtech is also reshaping business operations within the sector, enhancing the way asset management firms engage with clients, particularly high net worth individuals, who are crucial to their business models.

Despite the challenges posed by market fluctuations and rising costs, the North American asset management industry continues to maintain a robust revenue base, with active fixed income strategies still holding a significant share of the market. The concentration of passive investment strategies is altering the risk landscape, reducing certain risks while potentially increasing others, such as market volatility and industry concentration. The report provides a comprehensive overview of key players in the market, including major firms like The Vanguard Group, PIMCO, and Franklin Templeton, highlighting their product offerings, regulatory environments, and financial performance.

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North America Fixed Income Assets Management Industry Market Size - Table of Contents

  1. 1. MARKET DYNAMICS

    1. 1.1 Market Overview

    2. 1.2 Insights on Active Vs Passive Strategies across North America

    3. 1.3 Insights on ESG Investing And Green Bonds

    4. 1.4 Technology Role in Client Relationship Management and In Way of Doing Business

    5. 1.5 Industry Policies And Government Regulations

    6. 1.6 Market Drivers

    7. 1.7 Market Restraints

    8. 1.8 Value Chain / Supply Chain Analysis

    9. 1.9 Porters 5 Force Analysis

      1. 1.9.1 Threat of New Entrants

      2. 1.9.2 Bargaining Power of Buyers/Consumers

      3. 1.9.3 Bargaining Power of Suppliers

      4. 1.9.4 Threat of Substitute Products

      5. 1.9.5 Intensity of Competitive Rivalry

    10. 1.10 Impact of COVID-19 on the Market

  2. 2. MARKET SEGMENTATION

    1. 2.1 By Source of Funds

      1. 2.1.1 Pension Funds and Insurance Companies

      2. 2.1.2 Retail Investors

      3. 2.1.3 Institutional Investors

      4. 2.1.4 Government/Sovereign Wealth Fund

      5. 2.1.5 Others

    2. 2.2 By Fixed Income Type

      1. 2.2.1 Core Fixed Income

      2. 2.2.2 Alternative Credit

    3. 2.3 Type of Asset Management Firms

      1. 2.3.1 Large financial institutions/Bulge bracket banks

      2. 2.3.2 Mutual Funds ETFs

      3. 2.3.3 Private Equity and Venture Capital

      4. 2.3.4 Fixed Income Funds

      5. 2.3.5 Managed Pension Funds

      6. 2.3.6 Others

North America Fixed Income Assets Management Industry Market Size FAQs

The North America Fixed Income Assets Management Market is projected to register a CAGR of 1.5% during the forecast period (2024-2029)

The Vanguard Group, PIMCO , Franklin Templeton Distributors Inc, Putnam Investments LLC and Oppenheimer Funds Inc are the major companies operating in the North America Fixed Income Assets Management Market.

North America Fixed Income Assets Management Market Report Snapshots

North America Fixed Income Assets Management Market Size & Share Analysis - Growth Trends & Forecasts (2024 - 2029)