Key Takeaways

  • Morningstar was tracking 881 strategies from 162 firms with total assets of $86.7 billion through December 2016.
  • Total assets in these strategies as reported to Morningstar increased 2.2% in the fourth quarter of 2016.
  • This marks the fourth consecutive quarter of growth in this space. Approximately $95 million of the $1.9 billion in quarter-over-quarter growth was driven by the addition of new strategies to our database.
  • Three of the five strategies with the largest quarter-on-quarter increases in assets were vanilla 60/40 stock/bond strategic asset-allocation portfolios. This punctuates a dramatic shift in investor preferences in this space that was spurred by the implosion of a handful of high-flying tactical strategies just a few years ago.
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