Sun, Apr 19, 2015
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. Studies - Fund managers bullish on equities, alternative asset classes, Hedge funds starting to spurn emerging markets, Insurance companies take aggressive approach to hedge funds despite restricted exposure[more]

    Fund managers bullish on equities, alternative asset classes From Benefitnews.co: Asset allocation and risk continue to be the top issues for institutional investors in 2015 and, while nobody is sure what the economy will do in 2015, investment fund managers remain positive about investm

  2. Investing - New hedge fund strategy: Dispute the patent, short the stock, David Einhorn bets on AerCap as leasing company avoids turbulence, Top hedge funds reveal these best investing ideas, Hedge funds bet big on PetSmart price bump, Victory Park Capital increases investment in upstart to $500m[more]

    New hedge fund strategy: Dispute the patent, short the stock From WSJ.com: A well-known hedge-fund manager is taking a novel approach to making money: filing and publicizing patent challenges against pharmaceutical companies while also betting against their shares. Kyle Bass, head of Hay

  3. Tiger Global falls 2.9% in March, down 5.3% in Q1[more]

    From Reuters.com: Investment firm Tiger Global Management, one of the hedge fund industry's most closely watched players, told clients that its hedge fund lost 5.3 percent during the first quarter, an investor said on Wednesday. Much of the decline came in March when the fund lost 2.9 percent,

  4. It’s not just hedge funds—IMF study finds stability risks from ‘vanilla’ funds[more]

    From MarketWatch.com: Leveraged hedge funds and banklike money-market funds are the parts of the asset-management industry most associated with risks to financial stability. But a report from the International Monetary Fund suggests that “plain-vanilla” mutual funds and exchange-traded funds also ca

  5. Hedge funds gain 2.4% in Q1 driven by currency and commodity markets[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted positive results last March to conclude a strong first quarter, with performance driven by strong macro trends in currency and commodity markets, complemented by broad-based gains and positioning in event driven, equity hedge and fixed income-b

 

banner