Wed, Nov 4, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Asset managers could gain from family offices rediscovering the pooled fund

Monday, October 10, 2011

From Precy Dumlao, Opalesque Asia:

Pooled investment vehicles are regaining popularity with family offices and this emerging trend offers opportunities for asset managers, according to research and data analyst firm Cerulli Associates. But at the same time, Cerulli warned asset managers that the asset class also provides some bumps along the way, so caution is very important.

Rob Testa, senior analyst and HNW subject matter expert commented, "While these vehicles are not new, they have regained traction within the family office space as these firms bring more investment vehicle expertise in-house to save costs and create more options for clients." Investopedia defines pooled investment vehicles as a fund aggregated by investors to benefit from economies of scale that allow for reduced trading costs per dollar for investment, diversification and professional money management.

The strategy provides many advantages that make the asset class ideal for many investors. Lately, management fees charged by pooled fund managers have been declining as competition increases.

......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m