MMI Research Update: Distribution of Alternative Investments through Wirehouses – May 2014

We are pleased to present the third edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 60-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse firms for year-end 2013, explores trends in the retail distribution of alternative investments in the wirehouse channel and the factors that are driving investor and financial advisor demand for alternatives.

Released at the 2014 MMI Alternative Investments Forum held on May 1st, the report is a guide to understanding how alternative investments – both traditional and liquid – are being employed by wirehouse advisors. The only industry study that provides a comprehensive overview of this market segment, the report is an update to previous ground-breaking studies released in 2011 and 2013. Merrill Lynch, Morgan Stanley Wealth Management, Wells Fargo and UBS participated in this initiative.

Members click here to download the full report.

Members click here to download a summary of key findings.

We will be mailing hard copies of the report to our primary contacts at all member firms.