Boston-based research firm Cerulli Associates is putting its money on a major trend which will see passive exposure in advisor-managed holdings jump to approximately 37 percent by the year 2020.
That's a quantum leap from the current level of involvement, a tribute to a market that Cerulli notes is still full of shell-shocked investors who are seeking better solutions in lower-risk venues. The data comes from the fourth-quarter issue of "The Cerulli Edge, Advisor Edition."
"In 2011, passively managed funds accounted for 20 percent of mutual fund and ETF exposure," said Tyler Cloherty, senior analyst at Cerulli Associates.
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