Mortgage Funds Market By Type (Pooled Mortgage Fund and Contributory Mortgage Fund) and End User (Investors, Financial Institutions, Insurance Companies, Banks, and Others): Global Opportunity Analysis and Industry Forecast, 2020–2027

Pages: NA
Sep 2020 | 49 Views
Author(s) : NA
Tables: NA
Charts: NA


Pandemic disrupted the entire world and affected many industries.

Get detailed COVID-19 impact analysis on the Mortgage Funds Market

Request Now !

Mortgage Funds Market Outlook – 2027 

Globally, the market for mortgage funds has experienced considerable growth, and is expected to expand as mortgage rates rise year-on-year and largely favors mortgage backed securities in the market. Mortgage fund is a portfolio trust administered by a fund manager that invests in mortgages on real estate. Fund raises capital by selling trust units, which provides mortgage loans to a number of borrowers purchasing and building properties. Furthermore, mortgage funds usually hold bulk investments in mortgage-backed securities with a small proportion of cash and other debt.


The global mortgage funds market is segmented on the basis of type, end user, and region. Based on type, the market is bifurcated into pooled mortgage fund and contributory mortgage fund. On the basis of end user, the market is divided into investors, financial institutions, insurance companies, banks, and others. Geographically, the market is analyzed across several regions such as North America, Europe, Asia-Pacific, and Latin America, Middle East & Africa (LAMEA).

Key players operating in the global mortgage funds industry include BlackRock Inc., The Vanguard Group Inc., J.P. Morgan & Co., Citigroup Inc., PIMCO, Goldman Sachs Asset Management LP, Wellington Management Company, Charles Schwab Corporation, Fidelity Investments Inc., and Franklin Resources Inc. These companies have adopted several strategies such as product launches, partnerships, collaborations, mergers & acquisitions, and joint ventures to strengthen their foothold in the global mortgage funds market. 

Top Impacting Factors

With increase in risk among equity and other financial instruments, investors are looking for safer assets and expecting a monthly payment, which is one of the major factors that drive the market growth. However, increase in competition from banks & large wealth management firms, evolution of government regulations, and unstable interest rates affect lending rates of mortgage. These factors limit growth of the mortgage funds market. 

On the contrary, rise in number of banks and increase in investments in asset & mortgage backed securities are some of factors expected to provide key opportunities to the market. 

New Launch of Benchmark Index For Mortgage Funds to Boost Demand

New launches in the mortgage funds market boosts the demand for advance and customized services and has become a major driver for the market growth. For instance, in May 2020, in Canada, FTSE Russell, a provider of equity indexes launched a benchmark index for the domestic mortgage-backed securities market, offering a modern route to reach fixed income investing. In addition, FTSE Canada NHA MBS 975 Index, which accounts for National Housing Act mortgage-backed securities, provides a transparent indicator for nearly $500 billion market.  

Increasing Demand in China

In China, government is encouraging investments in mortgage related securities. The country has aimed at real estate investment trusts to leverage capital accumulation. Moreover, Real Estate Investment Trust (REITs), which is a company that owns income-producing real estate, enhances growth of funds for reinvestment by raising financial capital and reducing company debt in the market. Hence, China is expected to launch mutual funds to public REITs, which can be freely traded in the country's markets as stocks. The move was set to pool more investments to accumulate capital for building properties and other government reforms such as roads, hospitals, sewage facilities, and housing. 

Key Benefits of the Report

  • This study presents analytical depiction of the global mortgage funds market size along with the current trends and future estimations to determine the imminent investment pockets.    
  • The report presents information related to key drivers, restraints, and opportunities along with detailed analysis of the global mortgage funds market share.     
  • The current market is quantitatively analyzed from 2020 to 2027 to highlight the global mortgage funds market growth scenario.         
  • Porter’s five forces analysis illustrates the potency of buyers & suppliers in the market.    
  • The report provides a detailed mortgage funds market analysis based on the present and future competitive intensity of the market.

Market Scope and Structure Analysis

Report Metric


Market Size Available For Years


Base Year Considered


Forecast Period


Forecast Units

Value ($)

Segments Covered

Type, End User, and Region

Regions Covered

North America (U.S. and Canada), Europe (Germany, UK, France, and Rest of Europe), Asia Pacific (China, Japan, India, and Rest of Asia Pacific), Latin America (Brazil, Mexico, and Rest of LATAM) and Middle East and Africa

Companies Covered

Major players analyzed in the report include BlackRock Inc., The Vanguard Group Inc., J.P. Morgan & Co., Citigroup Inc., PIMCO, Goldman Sachs Asset Management LP, Wellington Management Company, Charles Schwab Corporation, Fidelity Investments Inc., and Franklin Resources Inc.


COVID-19 Scenario Analysis

  • With the rise in the COVID-19 pandemic, non-essential businesses have been forced to close in several countries, which have triggered significant tightening of commercial and residential mortgage payments. 
  • Mortgage lenders and mortgage-backed security holders are equally facing consequences of the crisis with poor construction activities and related business restrictions. 
  • For instance, in the U.S., the Federal Housing and Finance Agency has proposed a program which is a stimulus move, allowing lending firms to pay out cash dividends to mortgage bond holders in advance for four months. 

Mortgage Funds Market Key Segments




  • Pooled Mortgage Fund
  • Contributory Mortgage Fund

End User

  • Investors
  • Financial Institutions
  • Insurance Companies
  • Banks
  • Others


Questions Answered in the Mortgage Funds Market Research Report

  • Who are the leading market players active in global mortgage funds market?
  • What would be the detailed impact of COVID-19 on global mortgage funds market trends?
  • What current trends would influence the market in the next few years?
  • What are the driving factors, restraints, and opportunities in the global mortgage funds market?
  • What are the projections for the future that would help in taking further strategic steps?
With collective industry experience of about 200 years of its analysts and experts, Allied Market Research (AMR) encompasses most infallible research methodology for its market intelligence and industry analysis. We do not only engrave the deepest levels of markets but also sneak through its slimmest details for the purpose of our market estimates and forecasts. Our approach helps in building greater market consensus view for size, shape and industry trends within each industry segment. We carefully factor in industry trends and real developments for identifying key growth factors and future course of the market. Our research proceeds are the resultant of high quality data, expert views and analysis and high value independent opinions. Our research process is designed to deliver balanced view of the global markets and allow stakeholders to make informed decisions.

We offer our clients exhaustive research and analysis based on wide variety of factual inputs, which largely include interviews with industry participants, reliable statistics and regional intelligence. Our in-house industry experts play instrumental role in designing analytic tools and models, tailored to the requirements of particular industry segment. These analytical tools and models sanitize the data & statistics and enhance the accuracy of our recommendations and advice. With AMR’s calibrated research process and 360` degree data-evaluation methodology, our clients are assured of receiving:

  • Consistent, valuable, robust and actionable data & analysis that can easily be referenced for strategic business planning
  • Technologically sophisticated and reliable insights through well audited and veracious research methodology
  • Sovereign research proceeds that present a tangible depiction of marketplace

With a strong methodology we are, therefore, confident that our research and analysis are most reliable and guarantees sound business planning.

Secondary research
We refer a broad array of industry sources for our secondary, which typically include; however, not limited to: Company SEC filings, annual reports, company websites, broker & financial reports and investor presentations for competitive scenario and shape of the industry

  • Patent and regulatory databases for understanding of technical & legal developments
  • Scientific and technical writings for product information and related preemptions
  • Regional government and statistical databases for macro analysis
  • Authentic new articles, web-casts and other related releases for market evaluation
  • Internal and external proprietary databases, key market indicators and relevant press releases for market estimates and forecast

Primary research
Our primary research efforts include reaching out participants through mail, tele-conversations, referrals, professional networks and face-to-face interactions. We are also in professional corporate relations with various companies that allow us greater flexibility for reaching out industry participants and commentators for interviews and discussions, fulfilling following functions:

  • Validates and improves the data quality and strengthens research proceeds
  • Further develops analyst team’s market understanding and expertise
  • Supplies authentic information about market size, share, growth and forecasts

Our primary research interview and discussion panels are typically composed of most experienced industry members. These participants include; however, not limited to:

  • Chief executives and VPs of leading corporations specific to industry
  • Product and sales managers or country heads; channel partners and top level distributors; banking, investments and valuation experts Key opinion leaders (KOLs)

Analyst tools and models
AMR has developed set of analyst tools and data models to supplement and expedite the analysis process. Corresponding to markets, where there is significant lack of information and estimates, AMR’s team of experts and analyst develop specific analyst tools and industry models to translate qualitative and quantitative industry indicators into exact industry estimates. These models also allow analysts to examine the prospects and opportunities prevailing in the market to accurately forecast the course of the market.


Start reading ,This title and over 12000 thousand more,available with Avenue Library,  T&C*

Reach out to us

Call us on
( U.S. - Canada toll free )
Int'l : +1-503-894-6022
( Europe )
+ 44-845-528-1300
Drop us an email at










Purchase Full Report of
Mortgage Funds Market

  • Online Only
  • $3,456  $3,110
  • Online cloud access only
  • Restricted print, copy, paste & download
  • Read only
  •   Free quarterly industry update
  •   Free report update (Within 180 days)
  •   Subscription model sign in
  • Data Pack
  • $3,840  $3,456
  • Restricted to one authorized user
  • One print only
  • Available in
  •   Free quarterly industry update
  •   Free report update (Within 180 days)
  •   Subscription model sign in
  • Single User
  • $5,769  $5,192
  • Restricted to one authorized user
  • One print only
  • Available in Excel & PDF
  •   Free quarterly industry update
  •   Free report update (Within 180 days)
  •   Subscription model sign in
  • Five Users
  • $6,450  $5,805
  • Limited to five authorized users
  • Print upto five copies
  • Available in Excel & PDF
  •   Free quarterly industry update
  •   Free report update (Within 180 days)
  •   Subscription model sign in
  • Enterprise

  • $8,995  $8,096
  • Unlimited
  • Available in Excel & PDF
  •   Free quarterly industry update
  •   Free report update (Within 180 days)
  •   Subscription model sign in
  • Library Membership
  • $ 699/mo
  • Published Content
  • Company Profiles
  • Newly Added Content Access
  • 10 PDF
  • 5 Excel Data
    Pack Downloads
  • 250 Company Profiles PDF Downloads
  • Start reading.
    This title and over 12,000+ are available on the Avenue Library.  T&C*.

    Buy Now

*Taxes/Fees, if applicable will be added during checkout. All prices in USD


Why Allied Market Research?


Infallible Methodology

To ensure high-level data integrity, accurate analysis, and impeccable forecasts

Analyst Support

For complete satisfaction


On-demand customization of scope of the report to exactly meet your needs


Targeted market view to provide pertinent information and save time of readers


Featured Reports


Featured Readings


Get fresh content delivered

Get insights on topics that are crucial for your business. Stay abreast of your interest areas.

Get Industry Data Alerts