Explore Our Diverse Range Of Offerings
From detailed reports to experts services offered in 15+ Industry Domains
Report
Press Release
Blogs
Industry Statistics
Add 2 More Reports For 20% off

Report Overview

2024

Base Year

2018-2024

Historical Year

2025-2034

Forecast Year

United States Fixed Income Asset Management Market Outlook

The United States fixed income asset management market size is projected to grow at a CAGR of 2.7% between 2025 and 2034. The market is being aided by the growing customer focus on saving amid rising concerns regarding inflation.

Key Takeaways

  • Fixed income ETFs have witnessed a growth rate of 23% from 2017 and continue to proliferate.
  • Chinese government bonds provide an interest rate of 3.2%, which is drifting many investors away from other market securities.
  • Retail investors are expected to become major sources of funds for fixed income asset management in the forecast period.

Fixed income asset management refers to the practice of managing a portfolio of low-risk securities, including government bonds, debentures, and other such securities to preserve the invested capital and earn stable returns. This policy is best suited for risk-averse investors who do not wish to trade in equity shares and retirees who seek to earn a fixed monthly income.

The market is being driven by low-risk features of fixed income portfolios that guarantee stable returns over a long period of time. Moreover, the growing consumer desire for savings amid rising inflation and economic uncertainty is also contributing to the United States fixed income asset management market expansion.

Key Trends and Developments

High interest rates in the USA; increasing investments in securities of sustainable companies; growing demand for fixed income ETFs; and technological advancements and innovations are the major trends impacting the United States fixed income asset management market growth.

Date Company News
Jan. 17th 2024 Capital Group Recruits more people to manage investments in bonds and is emerging as a leading competitor of other fixed income asset management firms like PIMCO.
Jan. 3rd 2024 Public, Wealthfront, and Apex Fintech Launched new products with the objective of simplifying an individual investor’s exposure to fixed income securities trading, including bonds and treasury bills.
Oct. 12th 2023 JP Morgan Announced the launch of a new fixed income ETF called the JPMorgan Active Bond ETF (JBND).
July 27th 2023 Franklin Templeton Announced the launch of BrandywineGLOBAL- US Fixed Income ETF.
Trends Information
Prevalence of high interest rates in US markets As the Federal Reserve of the US has tackled inflation, the interest rates on fixed income securities are returning to higher levels.
Increasing investments in securities of sustainable companies Geopolitical shocks, inflation, and rising interest rates have put stocks of the energy sector at the forefront of investment.
Growth in demand for fixed income ETFs Fixed income ETFs have become a staple for investors as they simplify bond investing, diversify portfolio, and offer liquidity benefits.
Technological advancements and innovations With technological advancements and innovations, fixed income asset management is expected to witness a digital revolution in the forecast period, enabling faster bond selection and differentiated insights.

United States Fixed Income Asset Management Market Trends

In 2019, the US Securities and Exchange Commission announced new rules, which made it simpler for actively managed ETFs to be launched. This led to a wave of new ETFs developed by small asset managers. In terms of net assets, active ETFs witnessed a growth of $397 billion, reaching a value of $509 billion in 2023. This is expected to lead to the United States fixed income asset management market expansion in the forecast period.

Investors are utilising advanced technologies and innovative tools to digitise and centralise their data, efficiently evaluate bonds, and capture more sell and buy opportunities. With the adoption of technologies like AI and machine learning, investors can gain best prices, find new data, offer human-to-human intelligence gathering, and lower overall trading costs.

Market Segmentation

“United States Fixed Income Asset Management Market Report and Forecast 2025-2034” offers a detailed analysis of the market based on the following segments:

Market Breakup Categories
Source of Funds Pension Funds and Insurance Companies, Retail Investors, Institutional Investors, Government/Sovereign Wealth Funds, Others
Fixed Income Type Core Fixed Income, Alternative Fixed Income
Type of Asset Management Firms Large financial institutions/Bulge bracket, Mutual Funds ETFs, Private Equity and Venture Capital, Fixed Income Funds, Managed Pension Funds, Others
Region New England, Mideast, Great Lakes, Plains, Southeast, Southwest, Rocky Mountain, Far West

Retail investors are expected to constitute a major share of the United States fixed income asset management market share in the forecast period

Retail investors account for a major market share as many fintech companies are now focusing on providing investors with low-cost products, educational resources for understanding financial markets, fractionalised shares, and apps with a simple user interface. This is expected to broaden investor awareness and minimise the cost of investment into American treasury bills, which typically comes around $1000-$10000.

Institutional investors and government funds are also expected to emerge as an important source of funds for fixed income asset management in the forecast period. Asset managers incorporate a mix of environmental, social, and governance objectives in selecting securities, further expanding the market size.

Alternative fixed investment is expected to lead the market over the forecast period

In the United States fixed income asset management market, alternative fixed income is expected to attract more investors over the forecast period. It provides investors with an exposure to various return drivers, especially those with a focus on ESG (environmental, social, and governance) objectives. This is particularly beneficial for long term investors, like life insurance companies.

Core fixed income is also expected to attract significant attention from investors in the forecast period as companies introduce newer strategies to maximise returns.

Competitive Landscape

Major players in the United States fixed income asset management market are designing innovative strategies to attract consumer attention, which is expected to drive the market forward.

Company Founded Location Services
The Vanguard Group, Inc. 1975 Pennsylvania, USA Investment management, investment advice, retirement services
PIMCO Investments LLC 1971 California, United States Asset management for central banks, sovereign wealth funds, corporates, individual investors
Franklin Resources Inc. 1947 California, USA Investment advisory services for individuals and corporations
FMR LLC 1946 Massachusetts, United States Investment advisory services, employee benefit programmes management, investment and technology solutions for wealth management firms

Other key players in the United States fixed income asset management market include The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.

Key Highlights of the Report

REPORT FEATURES DETAILS
Base Year 2023
Historical Period 2018-2024
Forecast Period 2025-2034
Scope of the Report

Historical and Forecast Trends, Industry Drivers and Constraints, Historical and Forecast Market Analysis by Segment:

  • Source of Funds
  • Fixed Income Type
  • Type of Asset Management Firms
  • Region
Breakup by Source of Funds
  • Pension Funds and Insurance Companies
  • Retail Investors
  • Institutional Investors
  • Government/Sovereign Wealth Funds
  • Others
Breakup by Fixed Income Type
  • Core Fixed Income
  • Alternative Credit
Breakup by Type of Asset Management Firms
  • Large financial institutions/Bulge bracket
  • Mutual Funds ETFs
  • Private Equity and Venture Capital
  • Fixed Income Funds
  • Managed Pension Funds
  • Others
Breakup by Region
  • New England
  • Mideast
  • Great Lakes
  • Plains
  • Southeast
  • Southwest
  • Rocky Mountain
  • Far West
Market Dynamics
  • SWOT Analysis
  • Porter's Five Forces Analysis
  • Key Indicators for Demand
  • Key Indicators for Price
Competitive Landscape
  • Market Structure
  • Company Profiles
    • Company Overview
    • Product Portfolio
    • Demographic Reach and Achievements
    • Certifications
Companies Covered
  • The Vanguard Group, Inc.
  • PIMCO Investments LLC
  • Franklin Resources Inc.
  • FMR LLC
  • The Putnam Advisory Company, LLC.
  • The Capital Group Companies, Inc.
  • BlackRock Inc.
  • Invesco Ltd.
  • State Street Corp.
  • Oppenheimer & Co. Inc.
  • DWS Group GmbH & Co. KGaA
  • Others

*While we strive to always give you current and accurate information, the numbers depicted on the website are indicative and may differ from the actual numbers in the main report. At Expert Market Research, we aim to bring you the latest insights and trends in the market. Using our analyses and forecasts, stakeholders can understand the market dynamics, navigate challenges, and capitalize on opportunities to make data-driven strategic decisions.*

Looking for specific insights?

Get in touch with us for a customized solution tailored to your unique requirements and save upto 35%!

Key Questions Answered in the Report

The market is estimated to grow at a CAGR of 2.7% between 2025 and 2034.

The market is being driven by the low risk profile of fixed income securities, greater economic uncertainty, and greater desire for savings amid consumers.

The key trends aiding the market expansion include technological advancements and innovations and the rising investments in fixed income assets by retail investors.

The major fixed income types include core fixed income and alternative credit.

The major regions in the market include New England, Mideast, Great Lakes, Plains, Southeast, Southwest, Rocky Mountain, and the Far West.

Pension funds and insurance companies, retail investors, institutional investors, and government/sovereign wealth funds, among others, are the various sources of funds considered in the market report.

Large financial institutions/bulge bracket, mutual funds ETFs, private equity and venture capital, fixed income funds, and managed pension funds, among others, are the different types of asset management firms.

The major players in the market are The Vanguard Group, Inc., PIMCO Investments LLC, Franklin Resources Inc., FMR LLC, The Putnam Advisory Company, LLC., The Capital Group Companies, Inc., BlackRock Inc., Invesco Ltd., State Street Corp., Oppenheimer & Co. Inc., and DWS Group GmbH & Co. KGaA, among others.

Datasheet

10 % Off

USD

2,499

2,249

Single User License

10 % Off

USD

3,999

3,599

Five User License

15 % Off

USD

4,999

4,249

Corporate License

15 % Off

USD

5,999

5,099

  • Report Delivery
  • Purchase Advantages
  • Access Duration
  • Analyst Support
  • Discount on Future Updates
  • Customisation Options
  • Customisation Requests
  • Excel Data Sheet
  • Online Access
  • PDF Format
  • PPT/Word Format
  • 1 Print Allowed
  • Bulk Purchase Discounts
  • Full Report Access
  • Multi-Device Access
  • Unlimited Access
  • One-Time Purchase
  • 3-Month Trade Data Access
  • Consultation Hours
  • Email Support
  • Phone Support
  • Up to 15 Analyst Hours
  • Up to 30 Analyst Hours
  • 5% Discount
  • 10% Discount
  • 15% Discount
  • 20% Discount
  • Basic (Up to 10%)
  • Advanced (Up to 50%)
  • Dedicated Analyst Access
  • Data Visualization Access
  • Custom Data Queries
  • Custom Report Layouts
  • Tailored Custom Summaries
  • Dashboard
  • Purchase Advantages
  • Report Delivery
  • Access Duration
  • Analyst Support
  • Discount on Future Updates
  • Customisation Options
  • Customisation Requests
  • 1 Print Allowed
  • Full Report Access
  • Bulk Purchase Discounts
  • Multi-Device Access
  • PDF Format
  • Online Access
  • Excel Data Sheet
  • PPT/Word Format
  • Unlimited Access
  • One-Time Purchase
  • 3-Month Trade Data Access
  • Consultation Hours
  • Email Support
  • Phone Support
  • Up to 15 Analyst Hours
  • Up to 30 Analyst Hours
  • 5% Discount
  • 10% Discount
  • 15% Discount
  • 20% Discount
  • Basic (Up to 10%)
  • Advanced (Up to 50%)
  • Dedicated Analyst Access
  • Data Visualization Access
  • Custom Data Queries
  • Custom Report Layouts
  • Tailored Custom Summaries
  • Dashboard
  • Purchase Advantages
  • Analyst Support
  • Report Delivery
  • Access Duration
  • Customisation Options
  • Discount on Future Updates
  • Customisation Requests
  • 5 Prints Allowed
  • Full Report Access
  • Bulk Purchase Discounts
  • Limited Device Access
  • Email Support
  • Phone Support
  • Up to 15 Analyst Hours
  • Up to 30 Analyst Hours
  • PDF Format
  • Online Access
  • Excel Data Sheet
  • PPT/Word Format
  • Unlimited Access
  • One-Time Purchase
  • 3-Month Trade Data Access
  • Consultation Hours
  • Basic (Up to 10%)
  • Advanced (Up to 50%)
  • Dedicated Analyst Access
  • Data Visualization Access
  • 5% Discount
  • 10% Discount
  • 15% Discount
  • 20% Discount
  • Custom Data Queries
  • Custom Report Layouts
  • Tailored Custom Summaries
  • Dashboard
  • Report Delivery
  • Purchase Advantages
  • Customisation Options
  • Customisation Requests
  • Analyst Support
  • Access Duration
  • Discount on Future Updates
  • PDF Format
  • Excel Data Sheet
  • PPT/Word Format
  • Online Access
  • Unlimited Prints Available
  • Full Report Access
  • Bulk Purchase Discounts
  • Multi-Device Access
  • Basic (Up to 10%)
  • Advanced (Up to 50%)
  • Dedicated Analyst Access
  • Data Visualization Access
  • Custom Data Queries
  • Custom Report Layouts
  • Tailored Custom Summaries
  • Dashboard
  • Email Support
  • Phone Support
  • Up to 15 Analyst Hours
  • Up to 30 Analyst Hours
  • Unlimited Access
  • One-Time Purchase
  • 3-Month Trade Data Access
  • Consultation Hours
  • 5% Discount
  • 10% Discount
  • 15% Discount
  • 20% Discount

Datasheet

One User

USD 2,499

USD 2,249

tax inclusive*

  • Selected Segments
  • Printing Restrictions
  • Excel Spreadsheet Delivered via Email
  • Full Report
  • Periodic Updates
  • Post Sales Analysts Support
  • Unlimited Prints

Single User License

One User

USD 3,999

USD 3,599

tax inclusive*

  • All Segments
  • Printing Restrictions
  • PDF Delivered via Email
  • Custom Report Layout
  • Post Sales Analysts Support
  • Periodic Updates
  • Unlimited Prints

Five User License

Five User

USD 4,999

USD 4,249

tax inclusive*

  • All Segments
  • Five Prints Available
  • PDF Delivered via Email
  • Limited Free Customization
  • Post Sales Analyst Support
  • Custom Report Layout
  • Periodic Updates
  • Unlimited Prints

Corporate License

Unlimited Users

USD 5,999

USD 5,099

tax inclusive*

  • All Segments
  • Unlimited Prints Available
  • PDF & Excel Delivery via Email
  • Limited Free Customization
  • Post Sales Analysts Support
  • Discount On Next Update
  • Custom Report Layout

*Please note that the prices mentioned below are starting prices for each bundle type. Kindly contact our team for further details.*

Bundle Type

Flash Bundle

20% OFF Number of Reports: 3

Small Business Bundle

25% OFF Number of Reports: 5

Growth Bundle

30% OFF Number of Reports: 8

Enterprise Bundle

35% OFF Number of Reports: 10
Overview
  • Life Time Access
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours
  • Complimentary Free 1 Month Subscription to Trade Data Base
  • Complimentary One Month Subscription to Price Database (Chemicals only)
  • Complementary PPT Version of the Report
  • Complimentary License Upgrade
  • Complimentary Power BI Dashboards
  • Life Time Access
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 50 Hours
  • Complimentary Free 1 Month Subscription to Trade Data Base
  • Complimentary One Month Subscription to Price Database (Chemicals only)
  • Complementary PPT Version of the Report
  • Complimentary License Upgrade
  • Complimentary Power BI Dashboards
  • Life Time Access
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 80 Hours
  • Complimentary Free 1 Month Subscription to Trade Data Base
  • Complimentary One Month Subscription to Price Database (Chemicals only)
  • Complementary PPT Version of the Report
  • Complimentary License Upgrade
  • Complimentary Power BI Dashboards
  • Life Time Access
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 100 Hours
  • Complimentary Free 1 Month Subscription to Trade Data Base
  • Complimentary One Month Subscription to Price Database (Chemicals only)
  • Complementary PPT Version of the Report
  • Complimentary License Upgrade
  • Complimentary Power BI Dashboards

*Please note that the prices mentioned below are starting prices for each bundle type. Kindly contact our team for further details.*

Flash Bundle

Number of Reports: 3

20%

tax inclusive*

  • 3 Reports Included
  • Life Time Acess
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Free 1 Month Subscription to Trade Data Base
  • 1 Month Subscription to Price Database (Chemicals only)
  • Complimentary Excel Data Set
  • PPT Version of the Report
  • Power BI Dashboards
  • License Upgrade
  • Free Analyst Hours

Small Business Bundle

Number of Reports: 5

25%

tax inclusive*

  • 5 Reports Included
  • Life Time Acess
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 50 Hours
  • Free 1 Month Subscription to Trade Data Base
  • 1 Month Subscription to Price Database (Chemicals only)
  • Complimentary Excel Data Set
  • PPT Version of the Report
  • Power BI Dashboards
  • License Upgrade

Growth Bundle

Number of Reports: 8

30%

tax inclusive*

  • 8 Reports Included
  • Life Time Acess
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 50 Hours
  • Free 1 Month Subscription to Trade Data Base
  • 1 Month Subscription to Price Database (Chemicals only)
  • License Upgrade
  • Free Analyst Hours - 80 Hours
  • Power BI Dashboards

Enterprise Bundle

Number of Reports: 10

35%

tax inclusive*

  • 10 Reports Included
  • Life Time Acess
  • Analyst Support Related to Report
  • PDF Version of the Report
  • Complimentary Excel Data Set
  • Free Analyst Hours - 50 Hours
  • Free 1 Month Subscription to Trade Data Base
  • 1 Month Subscription to Price Database (Chemicals only)
  • License Upgrade
  • Power BI Dashboards
  • Free Analyst Hours - 100 Hours

How To Order

Our step-by-step guide will help you select, purchase, and access your reports swiftly, ensuring you get the information that drives your decisions, right when you need it.

Select License Type

Choose the right license for your needs and access rights.

Click on ‘Buy Now’

Add the report to your cart with one click and proceed to register.

Select Mode of Payment

Choose a payment option for a secure checkout. You will be redirected accordingly.

Strategic Solutions for Informed Decision-Making

Connect For More Information

Our expert team of analysts will offer full support and resolve any queries regarding the report, before and after the purchase.

Our expert team of analysts will offer full support and resolve any queries regarding the report, before and after the purchase.

We employ meticulous research methods, blending advanced analytics and expert insights to deliver accurate, actionable industry intelligence, staying ahead of competitors.

Our skilled analysts offer unparalleled competitive advantage with detailed insights on current and emerging markets, ensuring your strategic edge.

We offer an in-depth yet simplified presentation of industry insights and analysis to meet your specific requirements effectively.

We’re here to help answer any questions about our products and services.

Contact us

Our Offices


Australia

63 Fiona Drive, Tamworth, NSW

+61-448-061-727

India

C130 Sector 2 Noida, Uttar Pradesh 201301

+91-723-689-1189

Philippines

40th Floor, PBCom Tower, 6795 Ayala Avenue Cor V.A Rufino St. Makati City,1226.

+63-287-899-028, +63-967-048-3306

United Kingdom

6 Gardner Place, Becketts Close, Feltham TW14 0BX, Greater London

+44-753-713-2163

United States

30 North Gould Street, Sheridan, WY 82801

+1-415-325-5166

Vietnam

193/26/4 St.no.6, Ward Binh Hung Hoa, Binh Tan District, Ho Chi Minh City

+84-865-399-124

30 North Gould Street, Sheridan, WY 82801

+1-415-325-5166

63 Fiona Drive, Tamworth, NSW

+61-448-061-727

C130 Sector 2 Noida, Uttar Pradesh 201301

+91-723-689-1189

40th Floor, PBCom Tower, 6795 Ayala Avenue Cor V.A Rufino St. Makati City, 1226.

+63-287-899-028, +63-967-048-3306

6 Gardner Place, Becketts Close, Feltham TW14 0BX, Greater London

+44-753-713-2163

193/26/4 St.no.6, Ward Binh Hung Hoa, Binh Tan District, Ho Chi Minh City

+84-865-399-124