Deutsche Bank: Assets in Alternative UCITS Funds Up 26% Annually since 2008

Oct 18 2016 | 8:53pm ET

A new survey from Deutsche Bank Global Prime Finance shows that the total value of assets invested in alternative UCITS-compliant vehicles has risen by 26% annually since the 2008 financial crisis.

The survey, which polled 130 institutional investors managing and/or advising on an aggregate of more than $700 billion in hedge funds and $150 billion in UCITS funds, revealed total assets managed by alternative UCITS funds is now close to €400 billion. 

“Our survey results suggest that growth is set to continue, with two thirds of alternative UCITS respondents expecting to increase their allocations this year,” said Anita Nemes, head of DB’s hedge fund capital group and hedge fund consulting. “We are also seeing a growing number of hedge fund clients embrace UCITS as a growth strategy for their businesses, leading to an increase in new interesting fund launches.”

Other key findings from the survey:

  • Nearly 70% of all investors surveyed allocate to alternative UCITS funds and a further 5% are planning to make their first investment this year
  • Two thirds of alternative UCITS investors plan to increase their allocation to such products in 2016
  • 58% of responding alternative UCITS investors report that demand has come primarily from underlying institutional clients
  • Systematic equity market neutral and fundamental equity market neutral are the most sought after strategies by alternative UCITS investors
  • The United States/Canada is the most desired investment region.

The survey, named the Deutsche Bank Alternative UCITS Survey, comes out every year. Deutsche Bank Prime Finance is a leading solutions provider to the hedge fund industry, providing a broad range of multi-asset financing solutions and global access, including more than 90% of the investable markets around the world.

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