Fuse Blog

Sales into Alternative Strategies

  • Alternatives have continued to emerge in 2022, replicating their 2021 robust sales rate.
  • However, strategy performance within the Alternatives class has varied significantly in terms of year-to-year net flows for open-end funds and ETFs.
  • Sales in Systemic Trend funds have experienced a near-meteoric increase from $1.9 billion last year to $9.9 billion year-to-date (YTD) through November 2022, as investors seeking protection from inflation and market volatility have increasingly sought strategies targeting pricing trends.
  • Other strategies have not fared as well. Options Trading sales sank from $15.2 billion last year to $9.1 billion YTD, as the category’s two largest funds saw combined outflows of $3.3 billion.
  • Sales in Derivative Income jumped 66%, with the J.P. Morgan Equity Premium Income ETF netting $11.5 billion in YTD sales through November 2022.

Alternatives Strategy Net Sales ($ Billions) 

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Source: FUSE Research Network, Morningstar