Sat, Dec 20, 2014
A A A
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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und