Wed, Feb 24, 2021
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

98% of responding wealth advisors to increase alternatives allocation in 2021

Thursday, February 04, 2021

Laxman Pai, Opalesque Asia:

98% of responding wealth advisors indicated they plan to increase or maintain client exposure to alternative investments in the coming year, said a new survey from PPB Capital Partners (PPB)

For those looking to add to their exposure, 85% indicated that they plan to increase their allocation between 5%-10% over the next 12-months. This is a big difference from 2017 when PPB's survey revealed that 7% of respondents planned to decrease their clients' alternatives allocations.

The survey results are based on the responses of 130 wealth advisors. Of those surveyed, 83% were RIAs or Bank Wealth Groups, 9% were Family Offices, and the remaining respondents were a combination of Institutions, Consultants, or High Net Worth Investors. About two-thirds of respondents manage over $1B in assets.

"These results are significant," said PPB's Founder and CEO Brendan Lake. "Almost 50% of wealth advisors said over half of their clients own alternative investments. For 24% of wealth advisors, the increased volatility seen in the markets during the COVID-19 pandemic has changed their view on the need for alternatives. But, implementing alternative investments can present operational challenges for wealth advisors and their clients."

The majority of wealth advisors said that they use alternative strategies for diversification, risk management, and/or to enhance returns. Only 36% said they use alternatives for income, and less than 15% said they use alte......................

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. Investing: Tribune Publishing agrees to $430m takeover by hedge fund, Jana Partners builds new stake in Labcorp, Tiger Global's Coleman doubled down on stake in Uber, added bets in Airbnb and DoorDash, Baupost Group takes a large stake in Intel[more]

    Tribune Publishing agrees to $430m takeover by hedge fund From Boston Globe: Tribune Publishing Co., the owner of the Chicago Tribune and New York Daily News, agreed to be acquired by Alden Global Capital LLC for about $430 million, putting a hedge fund known for firing journalists at

  2. PE/VC: Private capital funds to spend billions on tech & outsourcing, Why family offices are drawn toward venture capital, Megafunds continue to reign in VC[more]

    Private capital funds to spend billions on tech & outsourcing From Funds Europe: Private capital fund managers will spend several billion dollars so they can provide daily performance reporting and meet other transparency demands in the next five years, research suggests. Transparency

  3. PE/VC: VC fund investors not raising alarms over SPAC trend, Asian private equity investors focus on business transformation[more]

    VC fund investors not raising alarms over SPAC trend From Axios: Venture capital firms, formed to invest in startups, are increasingly becoming sponsors of SPACs, blank-check companies that bring later-stage businesses into the public markets. It's significant strategy creep, but so fa

  4. PE/VC: Private equity may face return of attention-getting SEC fines under Gensler, VC firms are launching SPACs, Blackstone's Perry says private equity must do more on diversity[more]

    Private equity may face return of attention-getting SEC fines under Gensler From WSJ: The largest U.S. financial regulator has turned its focus away from private equity in recent years, but new agency leadership could mean tougher enforcement and heavier fines for buyout firms, attorneys

  5. Opalesque Exclusive: London manager to launch absolute return options fund[more]

    B. G., Opalesque Geneva for New Managers: Carmika Partners LLP is a discretionary investment manager that specializes in quantitative volatility trading. Th