Market Overview:
The global broad-based index fund market is expected to grow from USD XX million in 2018 to USD XX million by 2030, at a CAGR of X.X%. The growth of the market can be attributed to the increasing demand for low-cost and passive investment options, rising popularity of index funds among retail investors, and growing trend of ESG investing. However, the market faces certain challenges such as lack of awareness about index funds among retail investors and regulatory uncertainty in some regions. Based on type, the global broad-based index fund market is segmented into traditional index funds and enhanced index funds. Traditional Index Funds are designed to track the performance of a specific benchmark or indices like S&P 500 or Dow Jones Industrial Average (DJIA). Enhanced Index Funds are designed to track the performance of a specific benchmark or indices but also use various strategies such as risk management, optimization techniques etc., to improve returns relative to traditional indexes. Based on application, the global broad-basedindex fundmarket is segmented into personal finance, corporate pension fund,, insurance fund,, university endowmentfund,,and corporate investment . Personal finance includes investments made by individuals for their own account either directly or through pooled vehicles such as mutual funds,. Corporate pensionfunds provide retirement benefits for employeesof corporations. Insurancefunds are used by insurance companiesto meet future obligations arising from death claims,.
Product Definition:
A broad-based index fund is an investment vehicle that tracks the performance of a large number of stocks or other securities. These funds are often used as a low-cost way to invest in the stock market, and they tend to be less volatile than individual stocks.
Traditional Index Fund:
Traditional index fund is an investment vehicle that replicates the performance of a selected portfolio of securities. It is designed to track the performance of a specific market or region. The selection depends on factors such as time period, risk tolerance, and investment horizon.
The primary benefit offered by these funds is that they provide diversification benefits through investments in different segments or markets which helps in reducing volatility associated with any single stock/bond/ETF.
Enhanced Index Fund:
Enhanced index fund is a type of investment vehicle that follows an index in its portfolio. The enhanced index funds are created to follow the performance of specific indexes and help investors gain exposure to various markets through diversified portfolios. Enhanced Index Funds are also known as smart beta or quantitative beta, which represents a group of investments that have been screened using computer models to weed out stock picks with low probability/high impact potential.
Application Insights:
The global broad-based index fund market has been segmented into personal finance, corporate pension, insurance fund, university endowment fund, corporate investment and others. The personal finance segment dominated the overall industry in terms of revenue in 2017. This is attributed to increasing awareness about financial inclusion coupled with rising disposable income among individuals globally. Moreover, this segment is expected to witness significant growth over the forecast period owing to growing adoption of various products such as savings accounts and fixed deposits across all major economies worldwide.
Personal finance accounted for a majority share due to high demand from retail investors globally for diversified investments within a single portfolio managed by an asset management firm or mutual funds company.
Regional Analysis:
Europe dominated the global market in terms of revenue share in 2017. The growth is attributed to the presence of a large number of index providers and investors. Moreover, Europe has been witnessing an increase in social and corporate investing over the past few years, which is expected to drive product adoption over the forecast period. Asia Pacific is anticipated to witness significant growth during the forecast period owing to increasing awareness about investment products among retail investors coupled with growing financial inclusion policies by regulatory bodies such as Monetary Authority Of Singapore (MAS) and Reserve Bank Of India (RBI). Furthermore, rising disposable income levels are also expected to contribute toward market development during this period.
Growth Factors:
- Increasing demand for passive investment products: A broad-based index fund is a passively managed investment vehicle that tracks the performance of a pre-determined basket of securities. This type of fund has gained in popularity in recent years as investors have become more aware of the benefits of passive investing, such as lower fees and greater tax efficiency.
- Rising interest rates: As interest rates rise, bond prices fall, which could lead to increased outflows from bond funds and increased demand for equity funds, including broad-based index funds.
- Improved market liquidity: The global financial crisis highlighted the importance of liquidity in financial markets and since then there has been a concerted effort by regulators to improve market liquidity. This should benefit all types of equity funds, including broad-based index funds.
Scope Of The Report
Report Attributes
Report Details
Report Title
Broad-Based Index Fund Market Research Report
By Type
Traditional Index Fund, Enhanced Index Fund
By Application
Personal Finance, Corporate Pension Fund, Insurance Fund, University Endowment Fund, Corporate Investment
By Companies
Tianhong Fund, E Fund, China Universal Fund, Southern Fund, GF Fund, China Asset Management, Bosera Fund, Harvest Fund, Wells Fargo Fund, ICBC Credit Suisse Fund, Yinhua Fund, Penghua Fund, China Merchants Fund, CCB Fund, China Industrial Securities Global Fund, Vanguard, Fidelity, Capital Research & Management, BlackRock Fund, Pacific, Franklin, T Rowe Price, Principal
Regions Covered
North America, Europe, APAC, Latin America, MEA
Base Year
2021
Historical Year
2019 to 2020 (Data from 2010 can be provided as per availability)
Forecast Year
2030
Number of Pages
199
Number of Tables & Figures
140
Customization Available
Yes, the report can be customized as per your need.
Global Broad-Based Index Fund Market Report Segments:
The global Broad-Based Index Fund market is segmented on the basis of:
Types
Traditional Index Fund, Enhanced Index Fund
The product segment provides information about the market share of each product and the respective CAGR during the forecast period. It lays out information about the product pricing parameters, trends, and profits that provides in-depth insights of the market. Furthermore, it discusses latest product developments & innovation in the market.
Applications
Personal Finance, Corporate Pension Fund, Insurance Fund, University Endowment Fund, Corporate Investment
The application segment fragments various applications of the product and provides information on the market share and growth rate of each application segment. It discusses the potential future applications of the products and driving and restraining factors of each application segment.
Some of the companies that are profiled in this report are:
- Tianhong Fund
- E Fund
- China Universal Fund
- Southern Fund
- GF Fund
- China Asset Management
- Bosera Fund
- Harvest Fund
- Wells Fargo Fund
- ICBC Credit Suisse Fund
- Yinhua Fund
- Penghua Fund
- China Merchants Fund
- CCB Fund
- China Industrial Securities Global Fund
- Vanguard
- Fidelity
- Capital Research & Management
- BlackRock Fund
- Pacific
- Franklin
- T Rowe Price
- Principal
Highlights of The Broad-Based Index Fund Market Report:
- The market structure and projections for the coming years.
- Drivers, restraints, opportunities, and current trends of market.
- Historical data and forecast.
- Estimations for the forecast period 2030.
- Developments and trends in the market.
- By Type:
- Traditional Index Fund
- Enhanced Index Fund
- By Application:
- Personal Finance
- Corporate Pension Fund
- Insurance Fund
- University Endowment Fund
- Corporate Investment
- Market scenario by region, sub-region, and country.
- Market share of the market players, company profiles, product specifications, SWOT analysis, and competitive landscape.
- Analysis regarding upstream raw materials, downstream demand, and current market dynamics.
- Government Policies, Macro & Micro economic factors are also included in the report.
We have studied the Broad-Based Index Fund Market in 360 degrees via. both primary & secondary research methodologies. This helped us in building an understanding of the current market dynamics, supply-demand gap, pricing trends, product preferences, consumer patterns & so on. The findings were further validated through primary research with industry experts & opinion leaders across countries. The data is further compiled & validated through various market estimation & data validation methodologies. Further, we also have our in-house data forecasting model to predict market growth up to 2030.
Regional Analysis
- North America
- Europe
- Asia Pacific
- Middle East & Africa
- Latin America
Note: A country of choice can be added in the report at no extra cost. If more than one country needs to be added, the research quote will vary accordingly.
The geographical analysis part of the report provides information about the product sales in terms of volume and revenue in regions. It lays out potential opportunities for the new entrants, emerging players, and major players in the region. The regional analysis is done after considering the socio-economic factors and government regulations of the countries in the regions.
How you may use our products:
- Correctly Positioning New Products
- Market Entry Strategies
- Business Expansion Strategies
- Consumer Insights
- Understanding Competition Scenario
- Product & Brand Management
- Channel & Customer Management
- Identifying Appropriate Advertising Appeals
8 Reasons to Buy This Report
- Includes a Chapter on the Impact of COVID-19 Pandemic On the Market
- Report Prepared After Conducting Interviews with Industry Experts & Top Designates of the Companies in the Market
- Implemented Robust Methodology to Prepare the Report
- Includes Graphs, Statistics, Flowcharts, and Infographics to Save Time
- Industry Growth Insights Provides 24/5 Assistance Regarding the Doubts in the Report
- Provides Information About the Top-winning Strategies Implemented by Industry Players.
- In-depth Insights On the Market Drivers, Restraints, Opportunities, and Threats
- Customization of the Report Available
Frequently Asked Questions?
Broad-based index funds are mutual funds that invest in a variety of stocks, bonds, and other securities. These funds tend to have lower fees than specialized or concentrated index funds.
Some of the major players in the broad-based index fund market are Tianhong Fund, E Fund, China Universal Fund, Southern Fund, GF Fund, China Asset Management, Bosera Fund, Harvest Fund, Wells Fargo Fund, ICBC Credit Suisse Fund, Yinhua Fund, Penghua Fund, China Merchants Fund, CCB Fund, China Industrial Securities Global Fund, Vanguard, Fidelity, Capital Research & Management, BlackRock Fund, Pacific, Franklin, T Rowe Price, Principal.
Chapter 1 Executive Summary
Chapter 2 Assumptions and Acronyms Used
Chapter 3 Research Methodology
Chapter 4 Broad-Based Index Fund Market Overview
4.1 Introduction
4.1.1 Market Taxonomy
4.1.2 Market Definition
4.1.3 Macro-Economic Factors Impacting the Market Growth
4.2 Broad-Based Index Fund Market Dynamics
4.2.1 Market Drivers
4.2.2 Market Restraints
4.2.3 Market Opportunity
4.3 Broad-Based Index Fund Market - Supply Chain Analysis
4.3.1 List of Key Suppliers
4.3.2 List of Key Distributors
4.3.3 List of Key Consumers
4.4 Key Forces Shaping the Broad-Based Index Fund Market
4.4.1 Bargaining Power of Suppliers
4.4.2 Bargaining Power of Buyers
4.4.3 Threat of Substitution
4.4.4 Threat of New Entrants
4.4.5 Competitive Rivalry
4.5 Global Broad-Based Index Fund Market Size & Forecast, 2018-2028
4.5.1 Broad-Based Index Fund Market Size and Y-o-Y Growth
4.5.2 Broad-Based Index Fund Market Absolute $ Opportunity
Chapter 5 Global Broad-Based Index Fund Market Analysis and Forecast by Type
5.1 Introduction
5.1.1 Key Market Trends & Growth Opportunities by Type
5.1.2 Basis Point Share (BPS) Analysis by Type
5.1.3 Absolute $ Opportunity Assessment by Type
5.2 Broad-Based Index Fund Market Size Forecast by Type
5.2.1 Traditional Index Fund
5.2.2 Enhanced Index Fund
5.3 Market Attractiveness Analysis by Type
Chapter 6 Global Broad-Based Index Fund Market Analysis and Forecast by Applications
6.1 Introduction
6.1.1 Key Market Trends & Growth Opportunities by Applications
6.1.2 Basis Point Share (BPS) Analysis by Applications
6.1.3 Absolute $ Opportunity Assessment by Applications
6.2 Broad-Based Index Fund Market Size Forecast by Applications
6.2.1 Personal Finance
6.2.2 Corporate Pension Fund
6.2.3 Insurance Fund
6.2.4 University Endowment Fund
6.2.5 Corporate Investment
6.3 Market Attractiveness Analysis by Applications
Chapter 7 Global Broad-Based Index Fund Market Analysis and Forecast by Region
7.1 Introduction
7.1.1 Key Market Trends & Growth Opportunities by Region
7.1.2 Basis Point Share (BPS) Analysis by Region
7.1.3 Absolute $ Opportunity Assessment by Region
7.2 Broad-Based Index Fund Market Size Forecast by Region
7.2.1 North America
7.2.2 Europe
7.2.3 Asia Pacific
7.2.4 Latin America
7.2.5 Middle East & Africa (MEA)
7.3 Market Attractiveness Analysis by Region
Chapter 8 Coronavirus Disease (COVID-19) Impact
8.1 Introduction
8.2 Current & Future Impact Analysis
8.3 Economic Impact Analysis
8.4 Government Policies
8.5 Investment Scenario
Chapter 9 North America Broad-Based Index Fund Analysis and Forecast
9.1 Introduction
9.2 North America Broad-Based Index Fund Market Size Forecast by Country
9.2.1 U.S.
9.2.2 Canada
9.3 Basis Point Share (BPS) Analysis by Country
9.4 Absolute $ Opportunity Assessment by Country
9.5 Market Attractiveness Analysis by Country
9.6 North America Broad-Based Index Fund Market Size Forecast by Type
9.6.1 Traditional Index Fund
9.6.2 Enhanced Index Fund
9.7 Basis Point Share (BPS) Analysis by Type
9.8 Absolute $ Opportunity Assessment by Type
9.9 Market Attractiveness Analysis by Type
9.10 North America Broad-Based Index Fund Market Size Forecast by Applications
9.10.1 Personal Finance
9.10.2 Corporate Pension Fund
9.10.3 Insurance Fund
9.10.4 University Endowment Fund
9.10.5 Corporate Investment
9.11 Basis Point Share (BPS) Analysis by Applications
9.12 Absolute $ Opportunity Assessment by Applications
9.13 Market Attractiveness Analysis by Applications
Chapter 10 Europe Broad-Based Index Fund Analysis and Forecast
10.1 Introduction
10.2 Europe Broad-Based Index Fund Market Size Forecast by Country
10.2.1 Germany
10.2.2 France
10.2.3 Italy
10.2.4 U.K.
10.2.5 Spain
10.2.6 Russia
10.2.7 Rest of Europe
10.3 Basis Point Share (BPS) Analysis by Country
10.4 Absolute $ Opportunity Assessment by Country
10.5 Market Attractiveness Analysis by Country
10.6 Europe Broad-Based Index Fund Market Size Forecast by Type
10.6.1 Traditional Index Fund
10.6.2 Enhanced Index Fund
10.7 Basis Point Share (BPS) Analysis by Type
10.8 Absolute $ Opportunity Assessment by Type
10.9 Market Attractiveness Analysis by Type
10.10 Europe Broad-Based Index Fund Market Size Forecast by Applications
10.10.1 Personal Finance
10.10.2 Corporate Pension Fund
10.10.3 Insurance Fund
10.10.4 University Endowment Fund
10.10.5 Corporate Investment
10.11 Basis Point Share (BPS) Analysis by Applications
10.12 Absolute $ Opportunity Assessment by Applications
10.13 Market Attractiveness Analysis by Applications
Chapter 11 Asia Pacific Broad-Based Index Fund Analysis and Forecast
11.1 Introduction
11.2 Asia Pacific Broad-Based Index Fund Market Size Forecast by Country
11.2.1 China
11.2.2 Japan
11.2.3 South Korea
11.2.4 India
11.2.5 Australia
11.2.6 South East Asia (SEA)
11.2.7 Rest of Asia Pacific (APAC)
11.3 Basis Point Share (BPS) Analysis by Country
11.4 Absolute $ Opportunity Assessment by Country
11.5 Market Attractiveness Analysis by Country
11.6 Asia Pacific Broad-Based Index Fund Market Size Forecast by Type
11.6.1 Traditional Index Fund
11.6.2 Enhanced Index Fund
11.7 Basis Point Share (BPS) Analysis by Type
11.8 Absolute $ Opportunity Assessment by Type
11.9 Market Attractiveness Analysis by Type
11.10 Asia Pacific Broad-Based Index Fund Market Size Forecast by Applications
11.10.1 Personal Finance
11.10.2 Corporate Pension Fund
11.10.3 Insurance Fund
11.10.4 University Endowment Fund
11.10.5 Corporate Investment
11.11 Basis Point Share (BPS) Analysis by Applications
11.12 Absolute $ Opportunity Assessment by Applications
11.13 Market Attractiveness Analysis by Applications
Chapter 12 Latin America Broad-Based Index Fund Analysis and Forecast
12.1 Introduction
12.2 Latin America Broad-Based Index Fund Market Size Forecast by Country
12.2.1 Brazil
12.2.2 Mexico
12.2.3 Rest of Latin America (LATAM)
12.3 Basis Point Share (BPS) Analysis by Country
12.4 Absolute $ Opportunity Assessment by Country
12.5 Market Attractiveness Analysis by Country
12.6 Latin America Broad-Based Index Fund Market Size Forecast by Type
12.6.1 Traditional Index Fund
12.6.2 Enhanced Index Fund
12.7 Basis Point Share (BPS) Analysis by Type
12.8 Absolute $ Opportunity Assessment by Type
12.9 Market Attractiveness Analysis by Type
12.10 Latin America Broad-Based Index Fund Market Size Forecast by Applications
12.10.1 Personal Finance
12.10.2 Corporate Pension Fund
12.10.3 Insurance Fund
12.10.4 University Endowment Fund
12.10.5 Corporate Investment
12.11 Basis Point Share (BPS) Analysis by Applications
12.12 Absolute $ Opportunity Assessment by Applications
12.13 Market Attractiveness Analysis by Applications
Chapter 13 Middle East & Africa (MEA) Broad-Based Index Fund Analysis and Forecast
13.1 Introduction
13.2 Middle East & Africa (MEA) Broad-Based Index Fund Market Size Forecast by Country
13.2.1 Saudi Arabia
13.2.2 South Africa
13.2.3 UAE
13.2.4 Rest of Middle East & Africa (MEA)
13.3 Basis Point Share (BPS) Analysis by Country
13.4 Absolute $ Opportunity Assessment by Country
13.5 Market Attractiveness Analysis by Country
13.6 Middle East & Africa (MEA) Broad-Based Index Fund Market Size Forecast by Type
13.6.1 Traditional Index Fund
13.6.2 Enhanced Index Fund
13.7 Basis Point Share (BPS) Analysis by Type
13.8 Absolute $ Opportunity Assessment by Type
13.9 Market Attractiveness Analysis by Type
13.10 Middle East & Africa (MEA) Broad-Based Index Fund Market Size Forecast by Applications
13.10.1 Personal Finance
13.10.2 Corporate Pension Fund
13.10.3 Insurance Fund
13.10.4 University Endowment Fund
13.10.5 Corporate Investment
13.11 Basis Point Share (BPS) Analysis by Applications
13.12 Absolute $ Opportunity Assessment by Applications
13.13 Market Attractiveness Analysis by Applications
Chapter 14 Competition Landscape
14.1 Broad-Based Index Fund Market: Competitive Dashboard
14.2 Global Broad-Based Index Fund Market: Market Share Analysis, 2019
14.3 Company Profiles (Details – Overview, Financials, Developments, Strategy)
14.3.1 Tianhong Fund
14.3.2 E Fund
14.3.3 China Universal Fund
14.3.4 Southern Fund
14.3.5 GF Fund
14.3.6 China Asset Management
14.3.7 Bosera Fund
14.3.8 Harvest Fund
14.3.9 Wells Fargo Fund
14.3.10 ICBC Credit Suisse Fund
14.3.11 Yinhua Fund
14.3.12 Penghua Fund
14.3.13 China Merchants Fund
14.3.14 CCB Fund
14.3.15 China Industrial Securities Global Fund
14.3.16 Vanguard
14.3.17 Fidelity
14.3.18 Capital Research & Management
14.3.19 BlackRock Fund
14.3.20 Pacific
14.3.21 Franklin
14.3.22 T Rowe Price
14.3.23 Principal
