Annual US Asset Management Industry Report
While the industry narrative remains largely the same, there are important considerations for both traditional and alternative asset managers.
Traditional asset managers continue to struggle compared to their alternative asset manager peers as the same factors shape the future of the asset management industry. Passive funds, for example, are taking more of the market share—driving demand for index funds and ETFs. Meanwhile. the fee structure of active funds is still being pressured due to their cheaper, passive counterparts. Alternative asset managers are enjoying growth, thanks to ongoing demand for alternative investment opportunities.
Morningstar’s annual report analyzes the current US asset management industry, taking a closer look into both the traditional and alternative asset management sectors, their respective future outlooks, and more. While recurring themes are weighing on the industry, it’s useful for investors to know what trends are driving growth in traditional and alternative asset management.
Download the full report to learn how these insights can influence your portfolio management strategy.