Search
 

Liquid alternatives vs. hedge funds

If you would like to introduce your clients to alternatives, there may no longer be compelling reasons to look back at the history of hedge funds.

By Rich White | Updated on September 04, 2014

“Liquid alternatives” have been the growth story for the U.S. mutual fund industry this year. Through the end of June, the alternative fund category reached $156 billion in total assets and a one-year organic AUM growth rate of 30.3%, according to Morningstar. In contrast, U.S. equity funds grew AUM by 1%; taxable bond funds declined by 0.6% over the same period.

In the first half of 2014, hedge funds also enjoyed strong growth, with AUM rising to a record $2.35 trillion at the end of the second quarter. The hedge fund industry captured $57 billion in net cash flow through the first six months of this year, according to Hedge Fund Research.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Recommended Stories

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2024 ALM Global, LLC. All Rights Reserved.