Webcast Replay

Managed Volatility:
Shifts in a Growing Market

Managed volatility funds represent an increasingly popular investment trend. Between VAs and mutual funds, managed volatility assets have jumped in less than a decade to over $350 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.

For information on the report, contact:

Allana Burke
Business Development
212-217-6938
aburke@sionline.com