Fri, Nov 14, 2025
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Survey highlights growing appetite for alternative investments in the high-net-worth space

Wednesday, October 09, 2024

Laxman Pai, Opalesque Asia:

According to a study, most high-net-worth (HNW) investors already holding alternative allocations are interested in ramping up their exposure.

Eighty-eight percent of those using alternative assets are open to increasing their investments, while 78 percent are seeking a broader range of options, said the new survey from Brookfield Oaktree Wealth Solutions.

Another 81 percent of HNW investors believe that alternatives will yield stronger long-term outcomes compared to traditional portfolios, while more than half said they'd be comfortable having at least 20 percent of their portfolio in alts if their advisor were to suggest it, said the survey.

The survey, conducted by CoreData, assessed investor and financial advisor sentiment across the US and Canada, focusing on individuals with at least $2.5 million in investable assets. It also included financial advisors managing an average of $633 million in assets.

Those who are not alts investors (yet) are very open to them: 72% would begin investing in alternatives if they better understood the available options. 70% say they would begin investing in alternatives if their financial advisor recommended it.

Nearly 72% of advisors say alternative investment expertise will be a meaningful driver in growing their book of business and a broad range of benefits including enhancing absolute returns, client satisfaction, and smoothing revenue volatility.

85% believe that alternative inves......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Global fintech investment slumps to seven-year low of $95.6bn[more]

    Laxman Pai, Opalesque Asia: Global fintech investment plummeted to $95.6 billion across 4,639 deals in 2024, marking its lowest level since 2017, as investors grappled with persistent macroeconomic challenges and geopolitical tensions, revealed a study. According to the Pulse of Fintech H2'

  2. Opalesque Exclusive: Private capital deal value climbed 19% in 2024[more]

    Bailey McCann, Opalesque New York: Private capital deal value climbed 19% in 2024, according to the latest data from the Global Private Capital Association. Growth was driven by big-ticket investments across Southeast Asia, Latin America and Central & Eastern Europe (CEE). Investor confidence

  3. Opalesque Roundup: Citco: 77% of hedge funds achieved positive returns in January 2025: hedge fund news[more]

    In the week ending February 21st, 2025, a report revealed that hedge funds enjoyed one of their best opening months this decade in January, as Equity and Multi-Strategy funds posted strong returns. Funds administered by the Citco group of companies (Citco) delivered a weighted average return of 4%,

  4. Opalesque exclusive: Permuto's new equity unbundling product to change investment model[more]

    Opalesque Geneva for New Managers: Here is a different way of owning stocks coming to you soon: the option of holding just the dividend portion of a stock, independent of its price movements. Or capturing the stock&

  5. Opalesque Exclusive: Hedge funds outperform mutual funds in managing extreme risk contagion - key insights for investors[more]

    Matthias Knab, Opalesque for New Managers: Hedge funds and mutual funds are among the most prominent vehicles for investors seeking growth and diversification. However, a critical question persists: which fund ty