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论坛 金融投资论坛 六区 金融学(理论版)
1334 1
2013-06-17
这份24页的报告出自SEI
1.零售性质的另类投资是资产管理行业新型崛起的一部分
2.另类投资的零售市场,给私募基金(private funds)经理提供了更多元化的收入渠道,在营销基金经理的水平的时候,面对更少的法律管制
3.退休基金,特别是defined contribution (DC) plans,可能成为基金经理最大的潜在客户群体

Key findings:

Assets in U.S. alternative mutual funds and
Exchange Traded Funds (ETFs) have more than
doubled since 2008, and now represent 883
portfolios with more than $550 billion in
assets.3 Alternative UCITS have grown on a
similar trajectory.
––Nearly three-quarters of financial advisors
currently utilize alternative strategies, and an
equal percentage say they have increased
their usage over the past year.4
––Some well-known private fund managers,
including AQR, Morgan Stanley Alternatives
Investment Partners, Blackstone Group, Carlyle
Group, Apollo Global Management and Visium
Asset Management, have already launched or
filed for retail products.
–– Industry analysts, such as McKinsey &
Company, predict that alternatives’ share of
the U.S. mutual fund market will double from
2010 to 2015, and they are expected to
account for nearly one-fourth of all retail
revenue by the end of that period.


SEI-IMS-RetailAlternatives-US-2013.pdf
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2013-6-19 17:42:03
谢谢分享
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