The Retail Alternatives Phenomenon: What enterprising private fund managers need to know (SEI)

June 2013

KEYWORDS: Private Fund Managers, retail investors, UCITS, European Union, strategy, alternative investment, Hedge Fund Regulation, Institutional Investors, asset allocation, service providers, Hedge Fund Performance, hedge fund infrastructure, AIFMD, Investment Company Act, mutual funds, REITs

Authors:

SEI

Organizations:
  • SEI

Summary:

Alternative investments are migrating from institutional to retail markets, and alternative strategies utilized by hedge and private equity funds are increasingly being packaged as mutual funds in the U.S. and as UCITS in the European market. The market opportunity for retail alternatives is already huge, continues to grow, yet is still in its infancy.

For private fund managers, this is a sea change that could open up a whole new area of opportunity—indeed, one that could potentially dwarf the institutional market. However, the challenges involved in stepping across the chasm from institutional to retail are not to be underestimated.

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