Sun, May 24, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

27% of advisors globally regularly use alternative products and strategies

Tuesday, November 05, 2013

Benedicte Gravrand, Opalesque Geneva:

Three in four advisors said in a recent that survey they talk about alternative investments with clients, especially in the U.S. and the Middle East. But 67% and 80% of advisors in the U.S. and U.K. estimate their clients, at best, have very little understanding of alternative investments. Advisors believe they understand alternatives better; a fifth say they understand alternatives very well and more than half say they understand them fairly well.

This is according to the 2013 Global Survey of Financial Advisors, commissioned by Natixis Global Asset Management and conducted by Core Data Research, a London-based financial research company. It involved 1,300 independent financial advisors across nine countries in Asia, Europe, the Americas and the Middle-East, and was done in August and September 2013.

The common hurdle when it comes to alternatives is that clients mostly see them as too risky, and advisors see them as too complex to explain. Alternatives here include private equity, hedge funds, commodities, futures, gold and precious metals, shorting of shares, currencies, options, real estate, absolute return funds, ETFs, multi-manager funds, international bonds and shares.

Natixis found in its separate 2013 Survey fo......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Comment - Top hedge fund managers talk about how easy their jobs have gotten, BlackRock to Schroders warn of Argentina’s $20bn bond glut, The 35-year “investment supercycle” is drawing to a close, says Bill Gross, Gundlach: When the Fed starts hiking rates, 'GET OUT' of this asset class[more]

    Top hedge fund managers talk about how easy their jobs have gotten From Businessinsider.com.au: Time was, before the financial crisis hit, corporate boards treated multi-billion dollar hedge fund managers like Jehovah’s Witnesses pounding on their doors and flashing bibles. But no more.

  2. T Rowe's challenge to Dell deal may fuel critics of 'appraisal'[more]

    From Reuters.com: An increasingly popular tactic used by hedge funds and others to extract more money from buyouts could soon face a major courtroom test when a big investor in Dell Inc may argue that it should be paid a higher price for the 2013 acquisition of the PC maker. The strategy, known as "

  3. News Briefs - Ergen says LightSquared plan unfairly favors hedge funds, Why hedge fund managers make good advisory clients, I learned a lot about dad-bros after spending 4 days in Vegas with 2,000 hedge funders[more]

    Ergen says LightSquared plan unfairly favors hedge funds LightSquared Inc.’s bankruptcy plan gives hedge funds that invested in the broadband company a leg up while blocking telecommunications firms from competing with it, a fund owned by Dish Network Corp. Chairman Charles Ergen said in

  4. Opalesque Exclusive: SEC approves proposed changes to Form ADV, '40 Act - comment period to follow[more]

    Bailey McCann, Opalesque New York: Hedge funds and providers of liquid alternatives will want to pay close attention to proposed reforms approved by the SEC yesterday. The changes will require more frequent reporting, as well as a closer look into social media, liquid alternative strategies, and

  5. Opalesque Exclusive: Ovation Partners targets opportunities where few "natural lenders" participate[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Changes in financial regulations post-2008 (Dodd-Frank and Basel III) are forcing banks to significantly alter their core lending businesses. And as mid-sized

 

banner