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Sub-Advisory Mutual Fund Assets to Reach $2.2 Trillion by 2016

Boston, MA, September 16, 2011 – In spite of market volatility, demand for sub-advised mutual funds is expected to improve and assets are forecast to reach $2.2 trillion by 2016. This number represents an 11% CAGR from 2011 through 2016, according to industry data released by Financial Research Corporation (FRC) at Financial Research Associates' (FRA's) 12th annual Sub-Advised Funds Forum in New York yesterday. Conference attendance included decision makers from the financial services industry organizations SEI Investments, AXA Equitable, Transamerica Retirement Services, and Prudential Financial, among others.

Kicking off the opening session, Lynette DeWitt, director of sub-advisory research at FRC, provided an overview of the state of the sub-advisory market, a snapshot of key findings from FRC's recent report Winning in the Sub-Advisory Business, and a review of FRC's 5-year growth projections for sub-advised funds. "In summation, we believe asset levels overall will grow, but the market has matured, so growth will keep pace with the broader mutual fund market — but not take more share. Our industry projections retain a 14% ratio of sub-advised assets to total mutual fund assets," said DeWitt. (more...)