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Alternative Market Briefing

BNY Mellon: Alternative investments diversify portfolios but some advisors still wary

Tuesday, June 23, 2015

Bailey McCann, Opalesque New York:

The majority of advisors intend to continue recommending alternative investments over the next year, yet believe the asset class has underperformed since the economic crisis, according to a new survey from Pershing LLC, a BNY Mellon company. The study, Help or Hype: Advisor Perceptions of Alternative Investments, is based on a recent survey of 1,200 advisors conducted by Pershing in conjunction with Beacon Strategies LLC.

"Alternative investments continue to interest all investors, from ultra-high-net-worth and high-net-worth investors to the mass affluent," said Justin Fay, vice president of investment solutions at Pershing. "Though some lingering skepticism exists about alternatives, largely due to recent lukewarm performance, we are seeing strong flows into this asset category. The findings of our study suggest that most advisors are optimistic about the ability of alternatives to deliver diversification benefits over time."

According to the data, most advisors’ primary goal in using alternative investments is to reduce volatility and diversify their client portfolios. Advisors who were surveyed indicated that 73 percent of their clients have at least one type of alternative investment in their portfolios.

The data is notable given the persistent narrative that alternatives have underperfo......................

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