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Webcast Replay
Managed Volatility:
Tracking the Growth of an Investment Trend
Managed volatility funds represent an increasingly popular investment trend. Between VAs and mutual funds, managed volatility assets have skyrocketed in less than a decade to $200 billion. With so much more new fund activity and asset accumulation than traditional mandates, these funds have piqued the interest of a broad array of asset managers, insurance companies, and distributors.
With no current standard definition of managed volatility, this market can be difficult to understand and quantify. Our new study provides a refined framework for analyzing these funds and expands our definition of managed volatility to include two categories: Low Volatility and Tail Risk Managed. Detailed data tables allow for fund-level and advisor-level comparisons across the variable annuity and mutual fund groups.
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