Fuse Blog

Risk Managed Holds Strong

  • While the liquid alternatives craze has stalled for most categories, Derivatives Income and Options Trading, subcategories of Risk Managed, continue to experience significant inflows. As of August 31, 2023, the two categories have recorded net inflows of $23.2 billion year-to-date (YTD).
  • Leading the charge are two JPMorgan funds in the Derivative Income category, Equity Premium Income ETF and Nasdaq Equity Premium Income ETF, with YTD net inflows of $11.4 billion and $3.8 billion, respectively.
  • On the other end of the spectrum, Arbitrage has experienced $6.5 billion in net outflows YTD, with one of its subcategories, Event Driven, being hit especially hard with net outflows of $4.6 billion YTD as of August 2023.

Alternative Strategy Products: Year-to-Date Net Flows by Broad Category, Open-End Funds & ETFs ($M)

10.3.23 Blog

Source: Morningstar, FUSE Research Network