New Research Update: 2017 Retail Distribution of Alternative Investments

We are pleased to present the sixth edition of MMI’s annual research report on the Retail Distribution of Alternative Investments. 

Produced in conjunction with Dover Financial Research, the report analyzes proprietary data provided by member firms on both traditional and liquid alternative investments, making it unique within the industry.

In previous years, the report focused strictly on wirehouse firms. To provide a more comprehensive view of the industry, coverage was expanded this year to include data from other major retail intermediaries, expanding the overall data set from $196 billion to $320 billion in assets.

Released at the 2017 MMI Alternative Investments Forum held on May 11th, the report suggests that the alternative investments industry has been navigating a “perfect storm” – and that reinvention is on the horizon as investment distributors and manufacturers are being forced to reevaluate their positioning, infrastructure, and product development efforts.

Click here to download the full report.
Click here to download an Executive Summary of key findings.

If you have questions about the report, please contact:
Hilary Fiorella     Money Management Institute    (646) 868-8515       hfiorella@mminst.org
Jean Sullivan      Dover Financial Research         (781) 461-0922       jean_s@doverfr.com