Wed, Jul 23, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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 ......................

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. Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney[more]

    AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation

  2. Opalesque Exclusive: Loeb, Grantham cite growing economic concerns in letters[more]

    Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h

  3. Investing – Hedge funds expect Netflix earnings to catapult forward, Third Point's Loeb takes stakes in Fibra Uno, YPF, Royal DSM, Lake Capital in talks to back Engine Group[more]

    Hedge funds expect Netflix earnings to catapult forward From Investing.com: Netflix has made major strides forward in 2014 despite ongoing battles with the FCC and cable companies over the issue of net neutrality. The FCC has now received over 500,000 comments from the public on its pend

  4. Opalesque Roundtable: European family offices struggle to retain their investments in offshore hedge funds[more]

    Komfie Manalo, Opalesque Asia: The European Union’s Alternative Investment Fund Managers Directive (AIFMD) will constrain investment opportunities amidst concern a number of U.S. fund managers will stop marketing their products in the European Union under the new rule, said Valentin Bohländer fro

  5. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm