Wed, Mar 29, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Cerulli: Product development for retail alternatives is on the rise: Where is the demand coming from?

Friday, March 26, 2010
Opalesque Industry Update - Product development for retail alternatives is on the rise, but where is demand coming from? Cerulli's latest research on retail alternatives examines the product development activity spurring growth in this space and sheds light on the demand drivers.

“Most asset managers view the need for investors to optimize the risk-adjusted return of their portfolios as a significant driver behind developing these products. To some extent asset managers' conviction that alternative investments will play a key role in portfolio construction stems more from a perceived need in the market than actual demand,” explains Pamela DeBolt, lead analyst on Cerulli's latest report entitled Cerulli Quantitative Update: Retail Alternative Producsts and Strategies 2010.

Even though many investors aren’t directly demanding these products, some advisors are, and asset managers agree that alternatives are the next step for product line extension. “Our research shows that many asset managers have plans for at least some portion of their new product development to consist of these vehicles or strategies. Even so, we caution firms to focus on their core competencies, and resist the urge to be all things to all investors,” continues Cindy Zarker, director and head of Cerulli's retail asset management practice.

Cerulli's research explains that to be successful in offering retail alternatives, firms must develop a comprehensive distribution strategy that incorporates education and insight on what these strategies and vehicles are, and how to use them by advisor practice type, channel, and core market.

This is Cerulli's first annual report dedicated to the retail alternative space. It provides a comprehensive look at alternative mutual funds, ETFs, collective trust funds (CTFs), hedge funds, and structured products.

These findings and more are from Cerulli Quantitative Update: Retail Alternative Producsts and Strategies 2010. - KM - Source

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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: FS Investments launches energy fund[more]

    Bailey McCann, Opalesque New York: $19 billion Philadelphia-based FS Investments has launched a new interval fund which will invest in energy. The FS Energy Total Return Fund is the firm's first closed-end interval fund and will invest opportunistically in energy companies and assets. FS

  2. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  3. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  4. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  5. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less