Retail Assets Near Institutional Assets in 2023 for First time in a Decade
U.S. retail client channels comprised $30 trillion in assets at the end of last year, while institutional assets hit $30.9 trillion, according to a new Cerulli report.
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U.S. retail client channels comprised $30 trillion in assets at the end of last year, while institutional assets hit $30.9 trillion, according to a new Cerulli report.
For the first time, asset managers say ETFs are the biggest opportunity among investment vehicles, surpassing institutional separate accounts, a Cerulli report said.
Private equity is only likely to outperform equities by a few percentage points, not the 25%-plus returns of the past.
/PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI...
Shifts into the passive investing and ESG fixed-income domains are underway