Alternative Product Structures and Advisor Education Will Prompt Greater Advisor Adoption

Cerulli Report


Author: Funds Society, Miami

The report delves into the shifting advisor allocation to alternatives in the context of a rising rate environment, providing a comprehensive overview of current market dynamics

The month saw a 2.9% decline in mutual fund assets, primarily due to net negative flows amounting to $79.1 billion, translating into an organic growth rate of -0.5% for October

The total value of ETF assets fell by 2.4% to just under $7.0 trillion