Mon, Apr 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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......................

To view our full article Click here

Banner
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. Opalesque Exclusive: Classic Auto Funds Limited (CAF) launches several car investing funds[more]

    Bailey McCann, Opalesque New York: A new trend in alternative alternatives is emerging - car appreciation funds. Classic Auto Funds Limited (CAF) is the first to market with several funds that make super elite luxury cars into real asset investments. As a result of growing overseas demand couple

  2. Investing – Big hedge funds bought Puerto Rico's junk bonds, Fidelity explores new trading venue amid flash trade concerns, Crisis-era Greek bonds reward early buyers with big effective returns, Cargill unit discloses stake in Freddie preferred[more]

    Big hedge funds bought Puerto Rico's junk bonds From Reuters.com: Several large hedge funds doubled down on Puerto Rico in last month's giant bond sale despite the U.S. territory's financial struggles, the Wall Street Journal reported, citing confidential documents reviewed by the newspa

  3. Opalesque Exclusive: Hedge fund replicators evolve[more]

    Bailey McCann, Opalesque New York: Hedge fund replicators as a group of products tend to get a bad rap from hedge fund managers who suggest that the best a replicator can offer is dynamic beta capture. A

  4. Opalesque Exclusive: Pensions, endowments, family offices reconsider life settlement investments[more]

    Bailey McCann, Opalesque New York: Hedge funds were once the largest investors in the life settlement industry, now the industry is seeing more interest from pensions, endowments and family offices directly. Life settlements have always been considered a niche part of the investing landscape, an

  5. SEC allows investment funds to use social media[more]

    Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has released new guidance letting investment funds and advisors use social media to promote client reviews. The guidance seeks to assist investment managers in developing compliance policies and procedures reasonably