Managed Volatility:
The Anatomy of an Investing Trend

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.

Click here to review the Executive Summary

Report fact sheet

Click here to access the February 13 webcast


This report can help asset managers, insurance companies, and distributors gain a better understanding of this growing segment of the market. Furthermore, our team can help augment peer grouping for advisory contract renewal analysis.

  • 175 managed volatility funds from 32 advisors
  • Analysis of funds converted to managed volatility mandates
  • Low volatility fund list

For information on the report, contact:

Allana Burke
Business Development