2021 Retail Distribution of Alternative Investments - Executive Summary

Now in its tenth year, the 2021 edition of Retail Distribution of Alternative Investments examines alternative investment trends across retail distribution channels, based on the Money Management Institute’s (MMI) proprietary traditional and liquid alternative data collected from MMI member firms. In 2020, the pandemic injected historic volatility and uncertainty into financial markets across the globe. A dramatic first quarter witnessed U.S. Equities (S&P 500) falling 34% in 33 days (ending February 19) as markets anticipated the economic toll of a global economic shutdown. However, the rapid development of vaccines and aggressive global central bank actions astonishingly returned most markets to breakeven by the summer. The pandemic reminded investors that alternatives remain an essential component of achieving higher risk-adjusted portfolio returns. In fact, assets in liquid alternatives increased 15% year-over-year, ending 2020 with $566 billion in assets as market gains and positive net inflows of $32 billion contributed to the category’s growth. 

Date: 
Friday, July 16, 2021
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