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US professionally managed assets reached USD36.8trn in 2013


Professionally managed US assets reached USD36.8 trillion last year, a 10.9 per cent increase from 2012, according to the latest research from Cerulli Associates.

"A central component of asset managers' annual business planning is understanding the size and asset-gathering opportunity of the US financial services industry, and identifying channels with the most potential compared to those with the greatest amount of assets," says Alexi Maravel, associate director at Cerulli.
"The sheer magnitude of the US market makes it difficult to truly size, and the total number often overstates the actual addressable assets available to managers. Overlap among channels creates double-counted assets and results in overstatement. In order to provide a more accurate assessment of the US addressable market, we remove these assets."
"In addition to using our own proprietary research, we pull in other data sources in order to accurately size total assets and individual channels. Our model was developed 10 years ago, and highlights this double-counting so that firms have confidence in the total market size and the size for the retail and institutional segments.”
In addition to providing detailed sizing of the addressable US market in both the retail and institutional channels, The State of US Retail and Institutional Asset Management 2014: Assessing Channel Opportunities for Future Growth report also provides specific analysis of the dynamics present in these channels, as well as an assessment of the investment vehicles used.
"When asset managers evaluate their product line-up and distribution strategy, it's imperative for them to understand the size and potential of the distribution channels and the products within these channels," Maravel adds.

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