Financial Institutions Topical Research Series. Alternative Investments: The Broad Set of Investments Beyond Public Securities. (Table of Contents)
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1 Financial Institutions Topical Research Series Alternative Investments: The Broad Set of Investments Beyond Public Securities (Table of Contents) April 26, 2017
2 TABLE OF CONTENTS Evolution of the Alternative Investments Industry Key Driving Factors... Less Certain Traditional Securities Markets... Higher Correlations Between Traditional Investments... Market History... Early Phase... Middle Phase... Recent Phase... Market Definition... Financial Alternative Investments... Hedge Funds... Venture Capital & Private Equity... Real Estate... Other Financial Alternative Investments... Old-Line Limited Partnerships... Stock Market & Individual Stock Options... Structured Debt... Treasury Inflation Protected Securities (TIPS)... Bank Loan Funds... Catastrophe Bonds... Stable Value & Principal Protected Funds... Structured Settlements... Commodity & Financial Futures... Liquid Alternatives... Non-Financial Alternative Investments... Precious Metals (Gold, Silver, & Platinum)... Diamonds... Commodities & Managed Futures... Industrial Metals... Oil & Energy Properties... Coins & Stamps... Jewelry & Watches... Fine Art, Antiques, & Collectibles... Baseball Cards & Sports Memorabilia... Comic Books... Antique & Racing Cars... Wine Investments... Scotch... Marijuana & Other Drugs... Sports Teams... Other Non-Financial Alternative Investments Financial Services Firms... Alternative Investment Funds... Employees... Clients Net New Accounts Alternative Investments 2
3 Assets Under Management... Net Flows... Revenues... Net Profits... Leading Alternative Investment Companies... Alternative Investment Funds... Employees... Clients Net New Accounts... Assets Under Management... Net Flows... Revenues... Net Profits... Market Segmentation Financial Alternative Investments... Hedge Funds... Evolution of the Hedge Fund Business... Key Driving Factors... Market History... Market Definition... Leading Hedge Fund Managers... Product Structures Segmentation... Hedge Funds... United States Hedge Funds... Non- United States Hedge Funds... Hedge Funds-of-Funds... Markets & Distribution Channels... United States High Net Worth Consumers... Non-United States High Net Worth Consumers... Endowments & Foundations... Defined Benefit Plans & Defined Contribution Plans... Future Predictions for the Hedge Funds Business... Continual Hedge Fund Market Growth... Continual Mixed Hedge Fund Returns & Casualties... Industry Maturization & Distancing of the Leaders... Consolidation of the Hedge Funds Business... Venture Capital & Private Equity... Evolution of the Venture Capital & Private Equity Businesses... Market History... Market Definition... Leading Venture Capital & Private Equity Firms... Market Segmentation... Venture Capital... Private Equity... Mezzanine Finance... Markets & Distribution Channels... Direct Distribution Alternative Investments 3
4 Financial Advisor Markets... Institutional Markets... International Markets... Future Predictions for the Venture Capital & Private Equity Business... Impressive Industry Growth... Evolving Markets & Distribution Channels... New Fund Structures... Rise of Compliance Issues... Evolving Investments... Early Signs of Bifurcation... Real Estate... Evolution of The Real Estate Investments Business... Market History... Market Definition... Leading Real Estate Investment Product Companies... Market Segmentation... Pooled Partnerships... REITs... Mortgage Backed Securities... Direct... Mutual Funds... Product Segmentation... Traditional Real Estate... Timberland... Farmland... Energy Property Investments... Markets & Distribution Channels... Direct Distribution... Financial Advisor Markets... Institutional Markets... International Markets... Future Predictions for the Real Estate Investments Business... Stagnant Growth in the Real Estate Investments Business... Growth in All Types of Real Estate Investments... Emerging Market Opportunities... Other Financial Alternative Investments... Evolution of Financial Alternative Investments Business... Market History... Market Definition... Leading Financial Alternative Investments Firms... Market Segmentation... Old-Line Limited Partnerships... Stock Market & Individual Stock Options... Foreign Exchange Currencies... Structured Debt... Treasury Inflation Protection Securities (TIPS)... Bank Loan Funds... Catastrophe Bonds... Stable Value & Principal Protected Funds Alternative Investments 4
5 Structured Settlements... Commodity & Financial Futures... Markets & Distribution Channels... Direct Distribution... Financial Advisor Markets... Institutional Markets.... International Markets... Future Predictions for Financial Alternative Investments Business... Other Financial Alternative Investments will Grow in Popularity... Emergence of Bitcoin... Growth of Stock Options & Financial Futures... Growth of Stable Value Funds... Institutionalization of Other Financial Alternative Investments Business... Liquid Alternatives... Context Setting... Point #1... Point #2... Market History... Emergence Phase... Middle Phase... Retrenchment Phase Managers Accounts... Net New Leading Liquid Alternatives Managers Accounts... Net New Product Structures... Open-End Mutual Funds... Exchange Traded Funds (ETFs)... Investment Strategies... Nontraditional Bond... Market Growth... Managers Alternative Investments 5
6 Leading Global Non-Traditional Bond Managers... Market Segments... Segment One... Segment Two... Long/Short Equity... Market Growth... Managers... Leading Long/Short Equity Managers... Market Segments... Segment One... Segment Two... Market Neutral... Market Growth... Managers Alternative Investments 6
7 Leading Market Neutral Managers... Market Segments... Segment One... Segment Two... Managed Futures... Market Growth... Managers... Leading Managed Futures Managers... Market Segments... Segment One... Segment Two... Liquid Alternatives Markets & Distribution Channels... United States High Net Worth Consumers... Clients... Accounts... Assets Under Management Alternative Investments 7
8 Net Flows... Market Segments... Family Offices... Private Banks... Full-Service Brokerage Firms... Independent Financial Advisors... Other Financial Advisors... Non-United States High Net Worth Consumers... Clients... Accounts Alternative Investments 8
9 ... Assets Under Management... Net Flows... Market Segments... English Speaking Countries Markets... Europe, Middle East, & Africa Markets... Asia Pacific Markets... Latin America Markets... Offshore Markets... Endowments & Foundations Alternative Investments 9
10 Clients... Accounts Assets Under Management... Net Flows... Market Segments... Endowments... Product Usage... Foundations... Product Usage... Defined Benefit Plans & Defined Contribution Plans... Clients... Accounts Assets Under Management... Net Flows... Market Segments... Defined Benefit Plans... Defined Contribution Plans... Liquid Alternatives Future Predictions... Steady Market Growth... Managers... Liquid Alternative Funds... Employees... Clients... Accounts Assets Under Management... Net Flows... Revenues Growing Domination of Absolute Return Strategies Alternative Investments 10
11 Market Growth Factors by Style... Managers by Style... Growing Opportunities in Defined Contribution Plans... Market Growth Factors by Markets & Distribution Channels... Managers by Markets & Distribution Channels... Future Predictions for Financial Alternative Investments... Prediction #1... Prediction #1... Non-Financial Alternative Investments... Evolution of Non-Financial Alternative Investments Business... Market History... Market Definition... Leading Other Non-Financial Alternative Investments Firms... Market Segmentation... Precious Metals (Gold, Silver, & Platinum)... Diamonds... Commodities & Managed Futures... Industrial Metals... Oil & Energy Properties... Coins & Stamps... Jewelry & Watches... Fine Art, Antiques, & Collectibles... Baseball Cards & Sports Memorabilia... Comic Books... Antique & Racing Cars... Wine Investments... Scotch... Marijuana & Other Drugs... Sports Teams... Other Non-Financial Alternative Investments... Markets & Distribution Channels... Direct Distribution... Financial Advisor Markets... Institutional Markets.... International Markets... Future Predictions for Non-Financial Alternative Investments Business... Solid Market Growth... Maturation of the Industry... Markets & Distribution Channels Direct Distribution... Discount & Online Banking Firms... Online Advice Firms... Financial Advisor Markets... Market & Distribution Channel #1... Market & Distribution Channel #2... Institutional Markets... Defined Benefit Plans... Defined Contribution Plans... Endowments & Foundations Alternative Investments 11
12 Sovereign Wealth Funds... International Markets... English Speaking Countries... Europe, Middle East, & Africa... Asia Pacific... Latin America... Offshore Markets... Future Predictions for the Alternative Investments Industry Steady Growth of Alternative Investments... Sub-Prediction One... Sub-Prediction Two... Emergence of Venture Capital & Private Equity as Retail Product... Sub-Prediction One... Sub-Prediction Two... More Formalization of Non-Financial Alternative Investments Businesses... Sub-Prediction One... Sub-Prediction Two Alternative Investments 12
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