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Cassidy Jones
Joined: May 16, 2014
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Investors increasing allocations of alternative assets
May 16, 2014
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Westward Group for Tax and Estate Planning Advisors Tokyo Tips – International stocks make up the
most popular mutual fund flows by asset class, according to new research.
Cerulli Associates discloses this finding in “The Cerulli Edge: U.S. Asset Management.” Focusing at
length on alternative investments, the report also offers insights into fixed income, private
equity, customization and organizational alignment to enhance distributor relationships, marketing
and sales plans.
For the trailing 12 months ended February 2014, the survey finds, mutual fund flows of international
stocks constituted $142.2 billion, a total that significantly outstrips other asset classes. The
next three largest asset classes for the prior 12 months included:
- Balanced funds ($94 billion);
- U.S. stock ($60.1 billion); and
- Alternatives ($41.3 billion).
“[P]ortfolio managers have tilted away from traditional domestic core equity and fixed income,” says
Cerulli Director Cindy Zarker. “As economic signs of recovery heightened concerns of rising interest
rates, many managers presented institutional and retail investors with investment options to hedge
this risk.”
The report adds most institutional investors intend to maintain or increase their alternative asset
allocations in 2014. Among the target sectors within this asset class are private equity, hedge
funds, real estate and infrastructure.
The heightened focus on alternative investments has been an ongoing theme in recent months. Findings
recently unveiled in “Investing Outside the Box,” a study on trends in nontraditional investing from
MainStay Investments (a New York Life company and Barron’s Top Fund Family) reveal that high net
worth investors on average have 22 percent of their portfolios invested in alternatives. One quarter
of these investors (26 percent) see their exposure to alternatives increasing over the next five
years by an average of 2.9 percentage points. Another 66 percent believe their level of exposure
will remain the same.
And as reported by Cerulli last month in the “Cerulli Edge: Institutional Edition,” international
equities remain the predominant focus of all new products under consideration or development (24.1
percent), followed by global equities (14.9 percent), world bonds (13.5 percent) and asset
allocation/global tactical asset allocation strategies (10.6 percent).
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Michelle Hickser
Joined: Apr 16, 2018
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Re: Investors increasing allocations of alternative assets
Apr 16, 2018
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vertolrt
Joined: Jul 12, 2018
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Re: Investors increasing allocations of alternative assets
Jul 12, 2018
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Este aporte fue editado en: 2018-07-12 at 03:48 AM by: vertoler
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