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Alternative Market Briefing

Affluent investors know little or nothing about alternative investments

Thursday, January 14, 2016

Komfie Manalo, Opalesque Asia:

A study by global asset management AMG Funds, the U.S. retail distribution arm of Affiliated Managers Group, about the wealth management trends in America has found that affluent investors would benefit from education on alternative investments as most of them have admitted to knowing little or nothing about the industry.

The study added that the admission creates an opportunity for advisors to provide education to these affluent investors on alternative investment products.

AMG Funds surveyed affluent investors with over $250,000 in household investable assets, who either make or share in making household savings and investment decisions between September 10 and 16, 2015. Those polled include 980 respondents, aged 18 years old or older, through an online consumer panel. AMG added that for the purposes of their study, they defined alternative investments as investments other than stocks, bonds or cash (e.g. hedge funds, private equity, real-estate funds, and other non-traditional investments).

AMG stated in its findings, "Only one in ten respondents feels highly confident in selecting these investments without the guidance of a financial advisor. Although more than half (54%) of respondents indicate that alternatives are a 'mystery,’ nearly half (47%) of investors wish they knew m......................

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