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Alternative Market Briefing

Investors to raise allocations to active funds for downside protection and reduced volatility

Wednesday, January 13, 2016

Komfie Manalo, Opalesque Asia:

Over 90 percent of active mutual fund investors plan to maintain or raise their allocations to active funds over the next 12 months despite the recent market volatility coming from China.

This was the findings of a survey by AMG Funds, the U.S. retail distribution arm of Affiliated Managers Group, Inc. The survey polled nearly 1,000 affluent individual investors with over $250,000 in household investable assets on their forward expectations regarding equity markets and the macroeconomic environment, as well as their mindset and behaviors around investing.

"The findings of our study have implications for both clients and their financial advisors. While many affluent investors are optimistic about the forward trajectory of the economy, most respondents agree that ongoing market volatility will continue to impact their portfolios – and they may underestimate the investment returns required to meet long-term objectives in such a market environment," said Jeffrey Cerutti, CEO of AMG Funds.

Cerutti continued, "Given affluent investors’ defined investment goals of wealth preservation, diversification, income generation and growth maximization, our study suggests that there is a meaningful opportunity to provide more guidance and education to this client base about effective investing during uneven markets, including the benefits of active management and alternati......................

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