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managing investment fund
innovation

Overview | Highlights | Contents | Authors | Media | Presentations | Report website

 

Alternative funds, absolute return, and Newcits

Fund products unimaginable a decade ago are being sold today to retail investors and a wider base of institutions, insurance companies, and wealthy individuals. More than 1,000 alternative and absolute return UCITS funds in Europe already captured $200 billion of assets.

The investment envelope is expanding with the convergence of alternative and traditional funds. But managing innovation, its associated risks, and a more complex product and distribution landscape has become a big challenge.

Distributors are looking for products with lower volatility, low correlations, and more consistent returns, but not everyone is able to deliver. Beyond product, distributors also are looking for service levels that many managers still do not provide. Who is successful and why?

Managing Investment Fund Innovation
Overview (pdf)

 

Strategic Insight's 60-page report on innovation focuses on:

Winners, losers, and lessons: case studies of the top alternative funds in a regulated
format, and the distribution best practices that make the difference in sales.

New fund innovations: identifying the most promising alternative products in the marketplace that fund selectors, advisors, and investors are buying.

Perspective and data: a realistic assessment of the growth and risks of absolute return investments, and prospects for asset managers, hedge funds, and distribution organizations.

 

 

Strategic Insight Global: Research, Analysis, and Consulting for Investment Executives Worldwide

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