Managed Volatility: Shifts in a Growing Market

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Managed volatility funds represent an increasingly popular investment trend. Between VAs and mutual funds, managed volatility assets have jumped in less than a decade to over $350 billion. With so much more new fund activity and asset accumulation than traditional mandates, these funds have piqued the interest of 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. Our new study provides a refined framework for analyzing these funds and expands our definition of managed volatility to include two categories: Low Volatility and Tail Risk Managed. Detailed data tables allow for fund-level and advisor-level comparisons across the variable annuity and mutual fund groups.

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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 groupings for the annual advisory contract renewal process

  • Almost 500 managed volatility funds from 100 advisors
  • Includes managed volatility funds from Europe, Canada and Australia
  • Data and figures on managed volatility, including fund registrations, top managers, and assets
  • Tables of converted funds, overlays and top managers

For information on the report or to request a sample, please contact

Allana Burke
Business Development