Asset allocation of the asset management industry 2005-2022 and forecast until 2027

Published by Statista Research Department, Aug 11, 2023

The size of the global asset management sector has increased since 2005 and is expected to continue growing until 2027, according to the forecast. The passive asset class, which accounted for just four trillion U.S. dollars out of the total market, worth 38 trillion U.S. dollars that year, is forecast to increase substantially until 2027 and become one of the primary asset classes. The active core asset class, which according to the source features actively managed domestic large-cap equity, domestic government and corporate debt, money market, and structured products, is forecast to grow the least in the future, from 29 trillion U.S. dollars in 2022 to 33 trillion U.S. dollars in 2022.

Assets allocation of the asset management industry worldwide from 2005 to 2022 with forecast until 2027 (in trillion U.S. dollars)

Characteristic	Alternatives	Active specialties	Solutions/LDI/balanced	Active core	Passive
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-

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Release date

May 2023

More information

Region

Worldwide

Survey time period

2005 to 2022

Supplementary notes

The source adds the following information:

Alternatives include "hedge funds, private equity, real estate, infrastructure, commodities, private debt, and liquid alternative mutual funds (such as absolute return, long and short, market neutral, and trading oriented); private equity and hedge fund revenues do not include performance fees."

Active specialties includes "equity specialties (foreign, global, emerging markets, small and mid-cap, and themes) and fixed-income specialties (emerging markets, high yield, flexible, inflation linked)"

Solutions/LDI/balanced includes "target date, target maturity, liability driven, OCIO, multiasset balanced and multiasset allocation">

Active core includes "actively managed domestic large-cap equity, domestic government and corporate debt, money market, and structured products."

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