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Alternative Market Briefing

Assets in US alternative mutual funds balloon to $550 billion

Wednesday, November 06, 2013

Bailey McCann, Opalesque New York:

Assets under management for listed alternatives have ballooned to $550 billion since 2008, growing the group to more than double its initial size. Alternative UCITS funds are also growing at a similar rate in Europe, according to a new paper released by SEI. Not only are fund managers bringing more products to market, but investment advisors are using more alternatives in their portfolios since last year. The paper shows that nearly three-quarters of financial advisors are using some form of alternatives in their portfolios, with many saying they plan to allocate to more over the next year.

This trend is expected to continue, moving listed alternatives from what many thought was a fad to one of the fundamental tools for advisors. McKinsey & Company, predict that alternatives’ share of the U.S. mutual fund market will double from 2010 to 2015, and they are expected to account for nearly one-fourth of all retail revenue by the end of that period.

Paper authors note that retirement plans, especially DC plans are likely to be the next big area of growth for private fund managers with listed alternatives. According to the report, DC plans had nearly $5.1tn in assets at the end of 2012, about 60% of them managed via mutual funds. DC funds have typically been out of reach to alternatives managers, but more plan sponsors are getting into real est......................

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