•  
• Tweet
•  
•        Print
•  
•         Track Keywords
•  
• 

Komfie Manalo, Opalesque Asia:

Over the past several years, Australian retail investors are adopting alternative investments, not just moms and dads, but also more the advisory market and the bank distribution platforms. More research and consultants now understand the value of alternatives, including CTAs which after the global financial crisis added value during that time with their low correlation to mainstream asset classes.

"That put them on the map," said Jonas Daly, Head of Distribution at Bennelong Funds Management at the recent Opalesque Australia Roundtable. "That really was the time from which on people have been educated on the benefits of those types of structure."

Daly added that "particularly pensioners and retirees are looking for an allocation to the market but without the volatility of equities. So, those [alternative] type of funds have been popular."

Advisors and dealers more focused on 'goals based advice’

Pengana Capital's Director and CIO Nick Griffiths agrees with Daly. Also Pengana has moved distribution more from an institutional investor focus to a retail and high net worth investor focus about five years ago for the very same reasons. "Over the last few years we have also increasingly seen dealer groups and adviso......................

To view our full article Click here