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The global fund industry in 3 charts

September 7, 2011
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What determines the size of a country’s fund industry? Here are three graphs that look at key determining factors.

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ALFI Global Distribution Conference
in partnership with NICSA and the Hong Kong Investment Funds Association


Tuesday, September 27th, and Wednesday, September 28th
Centre de Conférences, Kirchberg, Luxembourg

16 sessions with over 50 speakers from 8 countries on 3 continents

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1. Not surprisingly, wealthier countries have larger fund industries. This chart shows how fund assets rise steadily with gross domestic product. The sheer size of the U.S. market — and its importance to fund marketers — is apparent here. The international financial centers of Ireland, Liechtenstein and Luxembourg are noteworthy outliers, with a high level of funds to GDP. Click on the chart to see it full screen.

2. The gap between the developed and the emerging markets is apparent when per capita figures are used.  This graph plots fund assets per capita against GDP per capita. The United States stands out less in this chart. Instead, it’s Australia that leads the world in fund assets per capita. India and China have a long way to go before they catch up.

3. Fund industry size also tends to increase as populations age.  Fund assets per capita tend to grow as the proportion of the population aged 55 and up increases, as this last chart shows. One notable outlier here is Japan, which has a low level of fund assets per capita given its aging population. (Total industry assets are indicated by the size of the circles.)

For more views of the global fund industry, take a look at this visualization of 2010 World Mutual Fund Assets or at this NICSA News blog post of August 12th, Mutual fund hot spots | Maps that tell the story.

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