Wed, Jul 23, 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

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