Fri, May 6, 2016
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. Comment - Unmasking the men behind Zero Hedge, Wall Street's renegade blog[more]

    From Bloomberg.com: Colin Lokey, also known as "Tyler Durden," is breaking the first rule of Fight Club: You do not talk about Fight Club. He’s also breaking the second rule of Fight Club. (See the first rule.) After more than a year writing for the financial website Zero Hedge under the n

  2. Opalesque Exclusive: Hedge fund talent, fees take a hit at the Milken Global Conference[more]

    Bailey McCann, Opalesque New York: It's been a rough year for hedge funds and now, even other managers are panning them. "Frankly, I’m blown away by the lack of talent," was Point 72 CEO Steven Cohen's assessment of trying to find candidates to hire in the investment business at a panel o

  3. Hedge funds fell in April as alternative UCITS surge in Europe[more]

    Komfie Manalo, Opalesque Asia: Hedge funds shed more in April with the Lyxor Hedge Fund Index down 0.9% during the month (-2.8% YTD), but there was some good news with alternative UCITS showing strong inflows in Europe. In its Weekly Briefing, Lyxo

  4. Global hedge funds recover in April on resurging energy commodities[more]

    Komfie Manalo, Opalesque Asia: Global hedge funds recovered in April with the HFRX Global Hedge Fund Index gaining +0.41% last month (-1.47% YTD), while the HFRX Market Directional Index gained +5.31% during the same

  5. AIG lost $349m in hedge fund portfolio in Q1[more]

    Komfie Manalo, Opalesque Asia: Large US insurance group AIG lost a net $183m for the first quarter 2016, year-on-year. The group blames the loss on the impact of market volatility on investments, as well as net realised capital losses and restructuring costs. Its hedge fund portfolio made a n