Tue, Sep 16, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

New survey shows institutional investor demand for alternatives, global exposures on the rise

Friday, February 01, 2013

Bailey McCann, Opalesque New York: eVestment and Casey, Quirk & Associates have released the findings of their annual consultant survey, based on responses from 35 investment consultants in the U.S., representing $14tn in assets under advisement. Each year, U.S.-based investment consultants are polled from December to January on investment preferences and buying behavior for the upcoming year among U.S. Institutional investors. In 2012, the respondents conducted nearly 5,300 searches and placed a total of $400bn in mandates. This is the seventh year of the survey.

Private equity, hedge funds, real estate and commodities will drive a combined 24% of total manager search activity in the United States and 28% of new or expanded investment mandates this year, according to the 2013 Consultant Search Forecast. Investment consultants in the U.S. expect lower returns from portfolios going forward, forecasting an average return of 6.6% in 2013 and beyond, compared with 2010 expectations of 8%.

Survey results indicate that emerging markets equity is expected to be the most sought-after strategy in 2013, and consultants also expect clients to round out their exposures with capitalization and style-specific global mandates. "Traditional benchmark investing is no longer a sufficient stand-alone vehicle for driving flows into today’s volatile marketplace. Managers have to focus on outcomes — not just their strategies — to remain successful and maintain and grow client share," said......................

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 show interest in Alibaba, Maglan joins other hedge funds in rush to Argentinian assets[more]

    Big hedge funds show interest in Alibaba From Hereisthecity.com: …Three other major hedge fund investors who have shown interest in the IPO are Dan Loeb of Third Point, David Tepper of Appaloosa Management and Dan Benton of Andor Capital Management. All three were among the roughly 800 p

  2. Investors looking at other sources for hedge fund-like returns[more]

    Komfie Manalo, Opalesque Asia: Investors who are always on the lookout for higher gains are looking at alternative sources of income, particularly exchange-traded fund industry that generates hedge fund-like returns, according to

  3. SEC charges Minnesota hedge fund manager with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has brought charges against Minneapolis-based hedge fund manager, Steven R. Markusen for bilking investors out of fees and portfolio pumping. According to the complaint, the management fees earned by Archer Advisors LLC were shrinking due to the funds’ w

  4. …And Finally – Immature[more]

    From Newsoftheweird.com: Princeton University professor John Mulvey, 67 (who teaches financial engineering applications), was charged in July with stealing 21 yard signs around the town of Princeton -- signs for a computer repair business owned by a man with whom he was feuding. Nathan McCoy,

  5. Investors move capital out of Scotland ahead of referendum[more]

    Benedicte Gravrand, Opalesque Geneva: Ahead of Scotland’s independence referendum on September 18, asset managers, investors and pension savers are moving billions of pounds out of the country,