New Research Update: 2020 Retail Distribution of Alternative Investments

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

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

Released at the opening session of the 2020 MMI Alternative Investments Forum on July 8, the report examines the various headwinds faced by the alternative investments industry in 2019 – including continued underperformance versus the broader stock markets, net overall outflows for both the liquid and traditional alternatives categories given the risk-on nature of the markets during the year, and continued fierce competition from the largest managers. Given the unprecedented dislocation in the markets caused by the COVID-19 pandemic at the end of the first quarter of this year, what lies ahead? 

The report provides an outlook for alternative investments in 2020 and also examines specific areas of opportunity – such as the positive fund-raising environment for private equity, the growth of unlisted closed-end funds, and technology as a differentiator and means to broaden the reach of alternative investments.

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:
Will Baun, FUSE Research Network, (781) 400-5793, wbaun@fuse-research.com
Joan Lensing, MMI, (646) 868-8518, jlensing@mminst.org

Want more information on what’s going on in the alternative investments space?
Register now for the virtual 2020 MMI Alternative Investments Forumwhich is taking place online now. From the comfort of your own home or office, join us for five extremely timely sessions, spaced over five weeks, that will provide better understanding of the current landscape, unpack the investment and distribution opportunities (and risks), and discuss strategies to provide more effective advisor and investor education. Learn more.