Projected asset allocation of the global management industry until 2029| ��ƽ��

Asset allocation of the asset management industry worldwide from 2005 to 2024 with forecast until 2029 (in trillion U.S. dollars)

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

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Release date

April 2025

More information

Region

Worldwide

Survey time period

2005 to 2024

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 include “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.”

*forecasted value

Citation formats

The size of the global asset management sector has increased since 2005 and is expected to continue growing until 2029, according to the forecast. In 2005, the passive asset class accounted for only trillion US dollars. By 2024, it had grown to ** trillion US dollars, becoming one of the primary asset classes. The active core asset class, according to the source, features actively managed domestic large-cap equity, domestic government and corporate debt, money market, and structured products. It is forecast to grow from ** trillion U.S. dollars in 2024 to ** trillion U.S. dollars in 2029.