Alternative Investments Surge Ahead

BNY Mellon's survey of institutional investors and fund managers examine the drivers behind the alternative asset revolution.

By Chandresh Iyer, Frank J. La Salla

November 2017

In BNY Mellon's survey of institutional investors and fund managers, BNY Mellon examines the drivers behind the alternative asset revolution.

BNY Mellon’s survey, conducted in partnership with FT Remark, reveals a bright outlook for alternative assets. Investors are satisfied with the returns their alternative exposures are generating, and the vast majority feel that performance has either met or exceeded expectations. Indeed, more than half of respondents expect allocations to increase over the coming 12 months.

While investors are broadly positive about their experience of alternative allocations, they are putting pressure on managers to improve. Fees remain an item under negotiation, and investors are pushing for greater control and transparency. Fortunately, managers recognize the need to meet these demands, through the use of new operational solutions and cutting-edge technology.

The full report (the first chapter of a series) demonstrates how a greater understanding between investors and fund managers, enabled by new technologies, will take the industry to a new level and further establish alternative assets as mainstream investments.

Chandresh Iyer
Chief Executive Officer, Alternative Investment Services and Structured Products, BNY Mellon

Frank J. La Salla
Chief Executive Officer, Issuer Services, BNY Mellon

This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.

About CIBC Mellon

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services.

As at March 29, 2024, CIBC Mellon had more than C$2.8 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at March 29, 2024 had US$48.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.

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