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Alternative Market Briefing

Financial advisors want alternative investments for everyone, says a survey

Wednesday, June 22, 2022

Laxman Pai, Opalesque Asia:

A majority of financial professionals, including RIAs, believe that all retail investors should have the same access to alternatives as accredited investors.

Financial advisors already widely recommend that clients who meet the accredited investor requirements allocate to alternatives, according to a new CAIS survey shared with RIA Intel. "More than eight in 10 (80.9%) financial professionals believe that all retail investors should have access to such investments," it said.

The survey conducted by CAIS during the 2022 Morningstar Conference also revealed that market volatility, interest rate hikes, and a growing lack of confidence in strong returns across public markets have prompted a surge in demand for, and access to, alternative asset classes.

Public market assets have generated some of the lowest annual performances for the 60/40 portfolio in the last 20 years.

More than a third of survey participants (33.6%) believe that the traditional mix of stocks and bonds is no longer effective for investing, while a further 42% assert that the 60/40 portfolio is not as effective as it used to be.

Among the respondents who identified as investment or financial advisors, 84% say they are recommending that clients who meet accredited investor requirements should allocate to alternatives.

The survey gathered insights from more than 300 registered investment advisors, financial advisors, and other investment industry ex......................

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