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Alternative Market Briefing

Cerulli finds alternatives in US mutual funds will reach 14% in 10 Years

Monday, October 07, 2013

Beverly Chandler, Opalesque London:

According to new research from Cerulli Associates, a Boston-based global analytics firm, asset managers expect alternative mutual fund assets to comprise close to 14% of all mutual fund assets in the next 10 years.

"Since the financial crisis in 2008, institutions and advisors have been under pressure to increase returns while keeping risk unchanged. As a result, alternative products are attracting interest from retail and institutional investors, as both are increasingly looking for portfolio diversification, enhanced returns, and risk management," states Michele Giuditta, associate director at Cerulli.

"Consistent with asset managers' expectations, we anticipate the use of alternatives in individual investors' portfolios to grow," Pamela DeBolt senior analyst at Cerulli, explains. "Alternative mutual funds currently comprise about 2% of total mutual fund assets and we expect that number to grow to 14% in the next 10 years."

Cerulli's latest report, Alternative Products and Strategies 2013: Identifying Enduring Opportunities in Complex Markets is a sourcebook for asset managers that manufacture and distribute alternative products in the U.S.

"According to our advisor research, 25% of advisors plan to increase their allocations to alternative mutual funds, with 5% indicating they plan to increase their allocations ......................

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