Reports
Sale
United States Fixed Income Asset Management Market Size: By Source of Funds: Pension Funds and Insurance Companies, Retail Investors, Institutional Investors, Government/Sovereign Wealth Funds, Others; By Fixed Income Type; By Type of Asset Management Firms; Regional Analysis; Market Dynamics; Competitive Landscape; 2024-2032
United States Fixed Income Asset Management Market Outlook
The United States fixed income asset management market size is projected to grow at a CAGR of 2.7% between 2024 and 2032. The market is being aided by the growing customer focus on saving amid rising concerns regarding inflation.
Key Takeaways
- Fixed income ETFs have witnessed a growth rate of 23% from 2017 and continue to proliferate.
- Chinese government bonds provide an interest rate of 3.2%, which is drifting many investors away from other market securities.
- Retail investors are expected to become major sources of funds for fixed income asset management in the forecast period.
Fixed income asset management refers to the practice of managing a portfolio of low-risk securities, including government bonds, debentures, and other such securities to preserve the invested capital and earn stable returns. This policy is best suited for risk-averse investors who do not wish to trade in equity shares and retirees who seek to earn a fixed monthly income.
The market is being driven by low-risk features of fixed income portfolios that guarantee stable returns over a long period of time. Moreover, the growing consumer desire for savings amid rising inflation and economic uncertainty is also contributing to the United States fixed income asset management market expansion.
Key Trends and Developments
High interest rates in the USA; increasing investments in securities of sustainable companies; growing demand for fixed income ETFs; and technological advancements and innovations are the major trends impacting the United States fixed income asset management market growth.
| Date | Company | News |
| Jan. 17th 2024 | Capital Group | Recruits more people to manage investments in bonds and is emerging as a leading competitor of other fixed income asset management firms like PIMCO. |
| Jan. 3rd 2024 | Public, Wealthfront, and Apex Fintech | Launched new products with the objective of simplifying an individual investor’s exposure to fixed income securities trading, including bonds and treasury bills. |
| Oct. 12th 2023 | JP Morgan | Announced the launch of a new fixed income ETF called the JPMorgan Active Bond ETF (JBND). |
| July 27th 2023 | Franklin Templeton | Announced the launch of BrandywineGLOBAL- US Fixed Income ETF. |
| Trends | Information |
| Prevalence of high interest rates in US markets | As the Federal Reserve of the US has tackled inflation, the interest rates on fixed income securities are returning to higher levels. |
| Increasing investments in securities of sustainable companies | Geopolitical shocks, inflation, and rising interest rates have put stocks of the energy sector at the forefront of investment. |
| Growth in demand for fixed income ETFs | Fixed income ETFs have become a staple for investors as they simplify bond investing, diversify portfolio, and offer liquidity benefits. |
| Technological advancements and innovations | With technological advancements and innovations, fixed income asset management is expected to witness a digital revolution in the forecast period, enabling faster bond selection and differentiated insights. |
United States Fixed Income Asset Management Market Trends
In 2019, the US Securities and Exchange Commission announced new rules, which made it simpler for actively managed ETFs to be launched. This led to a wave of new ETFs developed by small asset managers. In terms of net assets, active ETFs witnessed a growth of $397 billion, reaching a value of $509 billion in 2023. This is expected to lead to the United States fixed income asset management market expansion in the forecast period.
Investors are utilising advanced technologies and innovative tools to digitise and centralise their data, efficiently evaluate bonds, and capture more sell and buy opportunities. With the adoption of technologies like AI and machine learning, investors can gain best prices, find new data, offer human-to-human intelligence gathering, and lower overall trading costs.
Market Segmentation
“United States Fixed Income Asset Management Market Report and Forecast 2024-2032” offers a detailed analysis of the market based on the following segments:
| Market Breakup | Categories |
| Source of Funds | Pension Funds and Insurance Companies, Retail Investors, Institutional Investors, Government/Sovereign Wealth Funds, Others |
| Fixed Income Type | Core Fixed Income, Alternative Fixed Income |
| Type of Asset Management Firms | Large financial institutions/Bulge bracket, Mutual Funds ETFs, Private Equity and Venture Capital, Fixed Income Funds, Managed Pension Funds, Others |
| Region | New England, Mideast, Great Lakes, Plains, Southeast, Southwest, Rocky Mountain, Far West |
Retail investors are expected to constitute a major share of the United States fixed income asset management market share in the forecast period
Retail investors account for a major market share as many fintech companies are now focusing on providing investors with low-cost products, educational resources for understanding financial markets, fractionalised shares, and apps with a simple user interface. This is expected to broaden investor awareness and minimise the cost of investment into American treasury bills, which typically comes around $1000-$10000.
Institutional investors and government funds are also expected to emerge as an important source of funds for fixed income asset management in the forecast period. Asset managers incorporate a mix of environmental, social, and governance objectives in selecting securities, further expanding the market size.
Alternative fixed investment is expected to lead the market over the forecast period
In the United States fixed income asset management market, alternative fixed income is expected to attract more investors over the forecast period. It provides investors with an exposure to various return drivers, especially those with a focus on ESG (environmental, social, and governance) objectives. This is particularly beneficial for long term investors, like life insurance companies.
Core fixed income is also expected to attract significant attention from investors in the forecast period as companies introduce newer strategies to maximise returns.
Competitive Landscape
Major players in the United States fixed income asset management market are designing innovative strategies to attract consumer attention, which is expected to drive the market forward.
| Company | Founded | Location | Services |
| The Vanguard Group, Inc. | 1975 | Pennsylvania, USA | Investment management, investment advice, retirement services |
| PIMCO Investments LLC | 1971 | California, United States | Asset management for central banks, sovereign wealth funds, corporates, individual investors |
| Franklin Resources Inc. | 1947 | California, USA | Investment advisory services for individuals and corporations |
| FMR LLC | 1946 | Massachusetts, United States | Investment advisory services, employee benefit programmes management, investment and technology solutions for wealth management firms |
Other key players in the United States fixed income asset management market include The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.
Key Highlights of the Report
| REPORT FEATURES | DETAILS |
| Base Year | 2023 |
| Historical Period | 2018-2023 |
| Forecast Period | 2024-2032 |
| Scope of the Report |
Historical and Forecast Trends, Industry Drivers and Constraints, Historical and Forecast Market Analysis by Segment:
|
| Breakup by Source of Funds |
|
| Breakup by Fixed Income Type |
|
| Breakup by Type of Asset Management Firms |
|
| Breakup by Region |
|
| Market Dynamics |
|
| Competitive Landscape |
|
| Companies Covered |
|
*At Expert Market Research, we strive to always give you current and accurate information. The numbers depicted in the description are indicative and may differ from the actual numbers in the final EMR report.
1 Preface
2 Report Coverage – Key Segmentation and Scope
3 Report Description
3.1 Market Definition and Outlook
3.2 Properties and Applications
3.3 Market Analysis
3.4 Key Players
4 Key Assumptions
5 Executive Summary
5.1 Overview
5.2 Key Drivers
5.3 Key Developments
5.4 Competitive Structure
5.5 Key Industrial Trends
6 Market Snapshot
7 Opportunities and Challenges in the Market
8 North America Fixed Income Assets Management Market Overview
8.1 Key Industry Highlights
8.2 North America Fixed Income Assets Management Historical Market (2018-2023)
8.3 North America Fixed Income Assets Management Market Forecast (2024-2032)
9 United States Fixed Income Assets Management Market Overview
9.1 Key Industry Highlights
9.2 United States Fixed Income Assets Management Historical Market (2018-2023)
9.3 United States Fixed Income Assets Management Market Forecast (2024-2032)
10 United States Fixed Income Assets Management Market by Source of Funds
10.1 Pension Funds and Insurance Companies
10.1.1 Historical Trend (2018-2023)
10.1.2 Forecast Trend (2024-2032)
10.2 Retail Investors
10.2.1 Historical Trend (2018-2023)
10.2.2 Forecast Trend (2024-2032)
10.3 Institutional Investors
10.3.1 Historical Trend (2018-2023)
10.3.2 Forecast Trend (2024-2032)
10.4 Government/Sovereign Wealth Funds
10.4.1 Historical Trend (2018-2023)
10.4.2 Forecast Trend (2024-2032)
10.5 Others
11 United States Fixed Income Assets Management Market by Fixed Income Type
11.1 Core Fixed Income
11.1.1 Historical Trend (2018-2023)
11.1.2 Forecast Trend (2024-2032)
11.2 Alternative Credit
11.2.1 Historical Trend (2018-2023)
11.2.2 Forecast Trend (2024-2032)
12 United States Fixed Income Assets Management Market by Type of Asset Management Firms
12.1 Large financial institutions/Bulge bracket
12.1.1 Historical Trend (2018-2023)
12.1.2 Forecast Trend (2024-2032)
12.2 Mutual Funds ETFs
12.2.1 Historical Trend (2018-2023)
12.2.2 Forecast Trend (2024-2032)
12.3 Private Equity and Venture Capital
12.3.1 Historical Trend (2018-2023)
12.3.2 Forecast Trend (2024-2032)
12.4 Fixed Income Funds
12.4.1 Historical Trend (2018-2023)
12.4.2 Forecast Trend (2024-2032)
12.5 Managed Pension Funds
12.5.1 Historical Trend (2018-2023)
12.5.2 Forecast Trend (2024-2032)
12.6 Others
13 United States Fixed Income Assets Management Market by Region
13.1 New England
13.1.1 Historical Trend (2018-2023)
13.1.2 Forecast Trend (2024-2032)
13.2 Mideast
13.2.1 Historical Trend (2018-2023)
13.2.2 Forecast Trend (2024-2032)
13.3 Great Lakes
13.3.1 Historical Trend (2018-2023)
13.3.2 Forecast Trend (2024-2032)
13.4 Plains
13.4.1 Historical Trend (2018-2023)
13.4.2 Forecast Trend (2024-2032)
13.5 Southeast
13.5.1 Historical Trend (2018-2023)
13.5.2 Forecast Trend (2024-2032)
13.6 Southwest
13.6.1 Historical Trend (2018-2023)
13.6.2 Forecast Trend (2024-2032)
13.7 Rocky Mountain
13.7.1 Historical Trend (2018-2023)
13.7.2 Forecast Trend (2024-2032)
13.8 Far West
13.8.1 Historical Trend (2018-2023)
13.8.2 Forecast Trend (2024-2032)
14 Market Dynamics
14.1 SWOT Analysis
14.1.1 Strengths
14.1.2 Weaknesses
14.1.3 Opportunities
14.1.4 Threats
14.2 Porter’s Five Forces Analysis
14.2.1 Supplier’s Power
14.2.2 Buyer’s Power
14.2.3 Threat of New Entrants
14.2.4 Degree of Rivalry
14.2.5 Threat of Substitutes
14.3 Key Indicators for Demand
14.4 Key Indicators for Price
15 Competitive Landscape
15.1 Market Structure
15.2 Company Profiles
15.2.1 The Vanguard Group, Inc.
15.2.1.1 Company Overview
15.2.1.2 Product Portfolio
15.2.1.3 Demographic Reach and Achievements
15.2.1.4 Certifications
15.2.2 PIMCO Investments LLC
15.2.2.1 Company Overview
15.2.2.2 Product Portfolio
15.2.2.3 Demographic Reach and Achievements
15.2.2.4 Certifications
15.2.3 Franklin Resources Inc.
15.2.3.1 Company Overview
15.2.3.2 Product Portfolio
15.2.3.3 Demographic Reach and Achievements
15.2.3.4 Certifications
15.2.4 FMR LLC
15.2.4.1 Company Overview
15.2.4.2 Product Portfolio
15.2.4.3 Demographic Reach and Achievements
15.2.4.4 Certifications
15.2.5 The Putnam Advisory Company, LLC.
15.2.5.1 Company Overview
15.2.5.2 Product Portfolio
15.2.5.3 Demographic Reach and Achievements
15.2.5.4 Certifications
15.2.6 The Capital Group Companies, Inc.
15.2.6.1 Company Overview
15.2.6.2 Product Portfolio
15.2.6.3 Demographic Reach and Achievements
15.2.6.4 Certifications
15.2.7 BlackRock Inc.
15.2.7.1 Company Overview
15.2.7.2 Product Portfolio
15.2.7.3 Demographic Reach and Achievements
15.2.7.4 Certifications
15.2.8 Invesco Ltd.
15.2.8.1 Company Overview
15.2.8.2 Product Portfolio
15.2.8.3 Demographic Reach and Achievements
15.2.8.4 Certifications
15.2.9 State Street Corp.
15.2.9.1 Company Overview
15.2.9.2 Product Portfolio
15.2.9.3 Demographic Reach and Achievements
15.2.9.4 Certifications
15.2.10 Oppenheimer & Co. Inc.
15.2.10.1 Company Overview
15.2.10.2 Product Portfolio
15.2.10.3 Demographic Reach and Achievements
15.2.10.4 Certifications
15.2.11 DWS Group GmbH & Co. KGaA
15.2.11.1 Company Overview
15.2.11.2 Product Portfolio
15.2.11.3 Demographic Reach and Achievements
15.2.11.4 Certifications
15.2.12 Others
16 Key Trends and Developments in the Market
List of Key Figures and Tables
1. North America Fixed Income Assets Management Market: Key Industry Highlights, 2018 and 2032
2. United States Fixed Income Assets Management Market: Key Industry Highlights, 2018 and 2032
3. United States Fixed Income Assets Management Historical Market: Breakup by Source of Funds (USD Million), 2018-2023
4. United States Fixed Income Assets Management Market Forecast: Breakup by Source of Funds (USD Million), 2024-2032
5. United States Fixed Income Assets Management Historical Market: Breakup by Fixed Income Type (USD Million), 2018-2023
6. United States Fixed Income Assets Management Market Forecast: Breakup by Fixed Income Type (USD Million), 2024-2032
7. United States Fixed Income Assets Management Historical Market: Breakup by Type of Asset Management Firms (USD Million), 2018-2023
8. United States Fixed Income Assets Management Market Forecast: Breakup by Type of Asset Management Firms (USD Million), 2024-2032
9. United States Fixed Income Assets Management Historical Market: Breakup by Region (USD Million), 2018-2023
10. United States Fixed Income Assets Management Market Forecast: Breakup by Region (USD Million), 2024-2032
11. United States Fixed Income Assets Management Market Structure
Key Questions Answered in the Report
The market is estimated to grow at a CAGR of 2.7% between 2024 and 2032.
The market is being driven by the low risk profile of fixed income securities, greater economic uncertainty, and greater desire for savings amid consumers.
The key trends aiding the market expansion include technological advancements and innovations and the rising investments in fixed income assets by retail investors.
The major fixed income types include core fixed income and alternative credit.
The major regions in the market include New England, Mideast, Great Lakes, Plains, Southeast, Southwest, Rocky Mountain, and the Far West.
Pension funds and insurance companies, retail investors, institutional investors, and government/sovereign wealth funds, among others, are the various sources of funds considered in the market report.
Large financial institutions/bulge bracket, mutual funds ETFs, private equity and venture capital, fixed income funds, and managed pension funds, among others, are the different types of asset management firms.
The major players in the market are The Vanguard Group, Inc., PIMCO Investments LLC, Franklin Resources Inc., FMR LLC, The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.
Purchase Options 10% off
Call us
Purchase Full Report
Mini Report
$ 2199
$1999
-
Selected Sections, One User
-
Printing Not Allowed
-
Email Delivery in PDF
-
Free Limited Customisation -
Post Sales Analyst Support -
50% Discount on Next Update
Single User License
$ 3299
$2999
-
All Sections, One User
-
One Print Allowed
-
Email Delivery in PDF
-
Free Limited Customisation -
Post Sales Analyst Support -
50% Discount on Next Update
Five User License
$ 4399
$3999
-
All Sections, Five Users
-
Five Prints Allowed
-
Email Delivery in PDF
-
Free Limited Customisation
-
Post Sales Analyst Support
-
50% Discount on Next Update
Corporate License
$ 5499
$4999
-
All Sections, Unlimited Users
-
Unlimited Prints Allowed
-
Email Delivery in PDF + Excel
-
Free Limited Customisation
-
Post Sales Analyst Support
-
50% Discount on Next Update
Any Question? Speak With An Analyst
View A Sample
Did You Miss Anything, Ask Now
Why Expert Market Research?
Right People
We are technically excellent, strategic, practical, experienced and efficient; our analysts are hand-picked based on having the right attributes to work successfully and execute projects based on your expectations.
Right Methodology
We leverage our cutting-edge technology, our access to trusted databases, and our knowledge of the current models used in the market to deliver you research solutions that are tailored to your needs and put you ahead of the curve.
Right Price
We deliver in-depth and superior quality research in prices that are reasonable, unmatchable, and shows our understanding of your resource structure. We, additionally, offer attractive discounts on our upcoming reports.
Right Support
Our team of expert analysts are at your beck and call to deliver you optimum results that are customised to meet your precise needs within the specified timeframe and help you form a better understanding of the industry.
NEWSLETTER