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  • 26 April 2019 21:11

The global mutual fund transfer agent market is estimated to value US$ 2.9 Bn in 2017, and is projected to register a CAGR of 5.6% in terms of value during forecast period 2017–2026.

The report offers in-depth insights, revenue details, and other vital information regarding the global mutual fund transfer agent market, and the various trends, drivers, restraints, opportunities, and threats in the target market till 2026.


A customer or investor in mutual funds performs a number of transactions such as buying, selling, switching units, and other request services on a daily basis. Every mutual fund institute maintains a record of all such transactions and would become a burden for mutual fund institutes to manage all these daily transactions independently. Due to certain constraints on resources such as manpower and time, it may get outsourced to an external agency. In addition, these agencies can directly handle these requests made by investors. This task is performed by people known as a registrar and transfer agents. Mutual fund transfer agents also maintain records of shareholder accounts, calculate and disburse dividends, prepare and mail shareholder account statements, federal income tax information, and other shareholder notices.

Global Mutual Fund Transfer Agent Market Dynamics:

Primary factor driving growth of the Global Mutual Fund Transfer Agent Market is increasing inclination towards mutual funds schemes by working classes, primarily for investment purposes. Unclear terms and conditions or communication gaps between agencies and companies is a primary factor expected to hamper growth of the global mutual fund transfer agent market to a certain extent.

Increasing profitable returns from mutual fund investments and technological advancements in software applications that aid in business processes and secure transactions are other factors expected to result in rising number of long-term mutual fund investments for purposes of tax savings or tax redemption.

However, certain stringent regulations in developed countries may hamper profits and effectiveness of new entrants as well as established players in the global mutual fund transfer agent market.

Global Mutual Fund Transfer Agent Market Segmentation:

Segmentation by mutual fund transfer agent market region:

  • North America
  • Europe
  • Asia Pacific
  • Latin America
  • Middle East & Africa

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