Sat, Sep 5, 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. Opalesque Exclusive: New Detroit-based CTA seeks to take advantage of coming volatility[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging manager has just set up his one-man shop in the city of Detroit. Synchronicity Futures,

  2. Opalesque Exclusive: When the SEC calls, fund managers need to get out of their own way[more]

    Bailey McCann, Opalesque New York: New pressure is hitting alternative investment funds from all angles. So far this month both hedge fund and private equity players have seen enforcement actions, and subsequent fines over fees, disclosures, and misleading statements. Citi one of the biggest

  3. Fortress hedge fund manager David Dredge says markets trouble on the way[more]

    From AFR.com: David Dredge of global hedge fund Fortress has built a career studying, predicting and protecting against the world's major financial crises. The recent convulsions in global sharemarkets are "just the beginning" of a painful adjustment as money drains from the emerging market economie

  4. North America - Puerto Rico agency plans talks with hedge fund creditors[more]

    From WSJ.com: Puerto Rico’s Government Development Bank is planning to begin confidential debt-restructuring talks with hedge funds that own its bonds as early as next week, said a person familiar with the matter. The parties are set to discuss a plan under which the investors would lend additional

  5. Launches - BlackRock’s McKenna starts hedge fund with $270m, Ex-BlueBay fund managers Phillips, Fayman to launch hedge fund in 2016, Dallas lawyer, Wall Street-savvy doctor team up to form biotech-focused hedge fund[more]

    BlackRock’s McKenna starts hedge fund with $270m From Bloomberg.com: BlackRock Inc. has started an event-driven hedge fund one year after hiring Harvard Management Co.’s Mark McKenna to run the strategy. Global Event Partners, which seeks to profit from corporate events such as takeovers

 

banner