Thu, Mar 22, 2018
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Cerulli finds increasing demand for alternative investment vehicles

Tuesday, May 15, 2012

Beverly Chandler, Opalesque London: Boston based Cerulli Associates finds that the demand for liquid, tax-friendly, transparent alternative investment vehicles is driving product development with more than one thousand open-end mutual funds, closed-end funds, ETFs, and ETNs being created to fill the need for easily accessible alternative investment strategies.

The firm reports that although they account for only a small slice of assets in the retail arena, alternative investments have a highly visible profile. Cerulli Associates says: "In fact, 70% of retail asset managers surveyed by Cerulli Associates consider alternative products to be as important as or more important than other initiatives-and a great deal of product development, planning, and educational support is oriented around alternative products".

"To meet the demand for alternative investments packaged for retail investors, asset managers have more than doubled the number of strategies across open-end mutual funds, closed-end funds, ETFs, and ETNs (from 430 products in 2007 to 1,019 by 2011)," according to Cindy Zarker, director at Cerulli Associates. "Each one of these vehicles offers unique strengths and considerations, and some are better suited to certain investment strategies, investor segments, and account types."

Liquidity often tops the list of requirements to make alternatives mas......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. John Paulson, once the industry's largest hedge fund, to return some investors' money[more]

    Komfie Manalo, Opalesque Asia: John Paulson is reported to be retuning some of his investors' money as a number of his hedge funds continue to suffer setbacks, reports

  2. SEC charges Theranos CEO Holmes with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has charged Elizabeth Holmes, founder and CEO of Theranos and its former President Ramesh "Sunny" Balwani with raising more than $700 million from investors through an elaborate, years-long fraud in which they exaggerated or made false statements about t

  3. Institutional Investors - Overdrawn pension fund scores gains[more]

    From Investments in big banks, pawn shops and rolling papers helped boost public safety workers' underfunded pensions this past calendar years, according to newly released figures. After recording middling returns in recent years, the Police & Fire Pension Fund (P&F) notched

  4. Hot hedge fund loses 21% after bet on volatility goes wrong[more]

    From In December, Shahraab Ahmad shared with his hedge fund clients the principle that helped him trounce peers for two turbulent decades: steer clear of the crowd. He'd turned $50 million into an operation with more than $700 million over three years and delivered market-beating retu

  5. Opalesque Exclusive: Northern Trust builds on blockchain-backed private equity solution[more]

    Bailey McCann, Opalesque New York: Private equity clients at Northern Trust can now carry out audits of private equity lifecycle events directly from the blockchain. Northern Trust, working with PwC and other audit firms in Guernsey, has added this feature to its existing solution set for private