Managed volatility funds represent an increasingly popular investment trend. Between VAs and mutual funds, managed volatility assets have accelerated in less than a decade to $130 billion. With so much new fund activity and asset accumulation, these funds have piqued interest among 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, but our new report provides a framework for analyzing these funds, including the rationale for including each fund. Detailed data tables allow for fund-level and advisor-level comparisons across the variable annuity and mutual fund groups.