The rapid rise of retail alternative funds
Navigate the shift to retail alternative funds with strategic adjustments and innovative solutions to tap into a growing market.
The financial services landscape is undergoing a significant transformation with the rapid growth of retail alternative funds. As private asset managers look to capitalize on this trend, they're facing new operational and distribution challenges. Download our paper to access professional analysis and practical guidance on key aspects of retail alternative funds.
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The rapid rise of retail alternative funds
Download PDFThe challenge: adapting to a changing landscape
The surge in retail alternative funds has created a complex environment for private asset managers. According to recent studies, 91 percent of financial advisors are planning to boost their allocations to alternative investments, and the number of retail alternative funds has doubled over the past five years. With a forecasted annual growth rate of 20 percent over the next 5–10 years and a current low penetration of just one percent in 401(k) and 403(b) retirement plans, the potential for growth in this segment is vast and untapped.
"The retail landscape is fragmented, with over 330,000 financial advisors in the US, each with unique needs and interactions. This fragmentation necessitates a robust and scalable distribution strategy, as well as a service model that can handle a high volume of inquiries and transactions."
The opportunity: unlocking growth and efficiency
By understanding the operational and distribution challenges associated with retail alternative funds, private asset managers can unlock new growth opportunities and improve efficiency. Our paper provides insights into:
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