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Beverly Chandler

Half of the American asset management industry is represented by retail assets


Retail assets in the US account for nearly half of the asset management industry is the latest finding from analytics firm Cerulli Associates.

"US retail channels have exhibited strong growth in recent years, driven primarily by Baby Boomers transitioning assets out of traditional institutional channels, such as 401(k) plans, in preparation for retirement," states Jennifer Muzerall, senior analyst at Cerulli.
"The narrowing gap between retail and institutional assets is the result of a myriad of factors," Muzerall continues. "Post-financial crisis, retail investors typically have had more exposure to equities as compared to institutions, which has paid off given strong equity market returns over the past few years. Diminishing asset pools within certain institutional channels may also be reducing the gap. Fund managers' focus on making historically institutional strategies (i.e., alternatives) available to retail investors through mutual funds and ETFs is also driving growth of retail assets."

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