Wed, Jul 30, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Cerulli projects total U.S. institutional market assets to reach $19 trillion by 2018

Thursday, October 03, 2013
Opalesque Industry Update - Cerulli Associates, a Boston-based global analytics firm, projects the U.S. institutional market to increase 30% to $19 trillion in assets within the next 5 years. Cerulli defines the institutional market based on the identity of the end-client, classifying assets as institutional only when the asset manager's end-client is an institution.

"As of year-end 2012, the institutional market held $14.5 trillion in assets under management," states Michele Guiditta, associate director at Cerulli. "And, with more than $4.0 trillion in assets, private defined contribution remains the largest U.S. institutional market."

In this new report, Institutional Markets 2013: Gaining Marketshare as Shifting Portfolio Construction Presents New Opportunities and Challenges, Cerulli provides insight into U.S. institutional markets, including distribution and product trends within public and private pensions, endowments and foundations, and insurance general accounts.

"The shift from defined benefit (DB) to defined contribution (DC) is continuing," explains John Hsu, senior analyst at Cerulli. "DC markets continue to grow faster than DB markets and we anticipate that trend will continue."

Cerulli highlights an opportunity for asset managers who have shifted their focus to DC to leverage existing relationships with corporate DB plan sponsors, allowing them to win DC mandates and potentially extend to custom target-date solutions.

Press release

www.cerulli.com

Bg

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. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag

  2. 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

  3. Opalesque Radio: Now is a good time to buy protection cheaply in the options market[more]

    Benedicte Gravrand, Opalesque Geneva: Investors are showing an increased interest in risk parity funds and strategies, Opalesque reported last year. Risk parity strategies have the

  4. The Big Picture: Charlemagne Capital smoothes risk out of frontier market investing with portfolio approach[more]

    Benedicte Gravrand, Opalesque Geneva: Opalesque recently talked to one of the portfolio managers of the Oaks funds, which are emerging and frontier market hedge funds focusing on equity long/short with a directional approach. They are run by

  5. Winton’s low-cost equities fund tops $1bn for first time[more]

    From FT.com: Winton, the London-based hedge fund, has increased the assets in its low-cost equities fund to more than $1bn for the first time in a sign that traditional stock managers may come under increasing pressure from computer-driven rivals. Winton, which manages about $25bn in total ass