Filed Under:Life Insurance, Life Planning Strategies

Cerulli: Mutual fund alternatives to grow 9 percent in 5 years

Alternative mutual fund assets are expected to double their share of total mutual fund assets in the next two years.
Alternative mutual fund assets are expected to double their share of total mutual fund assets in the next two years.

In the coming years, advisors are likely to be recommending a greater proportion of alternative mutual funds in clients’ investments, including variable life insurance and variable annuities.

That’s one conclusion to be drawn from a new Cerulli Associates survey, “Alternative Products and Strategies 2014: Identifying Opportunities in a Dynamic Investment Landscape.” The annual report, in its 5th iteration, examines the retail and institutional alternative landscape, including strategy, size, vehicle, distribution and new product innovation.

Featured Video

Most Recent Videos

Prospects not listening to voice mail? Arrange a phone date

Provided by LIFEHEALTHPRO

Redesigning your phone life is more important than finding the “best words” for a voice mail in today’s culture.

Behind the scenes with Vicki Gunvalson [VIDEO]

Provided by LIFEHEALTHPRO

In this exclusive interview, Vicki Gunvalson shares how she built a $15 million a year annuity business by planning for...

Regulator: Market may need to reinvent LTCI

Provided by LIFEHEALTHPRO

Cioppa says Maine's governor wants to spur the creation of better products.

Dementia: It's more than Alzheimer's

Provided by LIFEHEALTHPRO

An association calls for policymakers to remember lesser-known neurodegenerative conditions.

Related resources

More Resources

Comments

Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Close
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.