Age Is Nothing But a Number... Unless You're a Mutual Fund

The mutual fund sector is changing fast to address the new needs of a diverse global investor community. While aging populations in developed economies create increasing demand for conservative, income-generating funds, younger investors in emerging economies are looking for riskier, technology-oriented funds. Fund managers are reacting with new products, such as AI-based portfolios and sustainable investment products. The sector is also turning to online channels to target digitally savvy millennials. Global mutual fund assets are expected to grow to $38 trillion by 2030, and companies are scrambling to gain market share through customized products and enhanced digital experiences. The challenge is how to meet the needs of varied demographic segments while operating in a rapidly evolving regulatory environment.

Source: Global Investment Trends Report