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Laxman Pai, Opalesque Asia: Nine in 10 financial advisers surveyed (92%) currently incorporate alternative investments in client portfolios, with 91% planning to increase allocations over the next two years, revealed a survey.
According to the third annual independent survey conducted by CAIS and Mercer, five in 10 advisors now allocate over 10% of client portfolios to alternatives, while more than three-quarters (76%) allocate at least 5%.
Advisors are looking for more streamlined ways to access and allocate to alternatives, with 77% indicating a preference for model portfolios to streamline allocation, the report said.
The survey also revealed that advisors cited portfolio construction tools (54%) and model portfolios (47%) as their top resources to simplify the alternative investment process, and the majority (2/3) of advisors surveyed said they are more likely to consider registered funds than private funds. This demand coincides with the launch of CAIS Advisors, a registered investment advisor that provides discretionary investment advisory services to private funds and registered investment companies. It will also create and provide advice on customized alternative investment model portfolios.
As allocations to alternatives increase, advisors are increasingly looking for a single-platform solution to help overcome traditional barriers to alternatives like administrative burdens and extensive paperwork.
According to the survey, two-thirds (66%) of advi...................... To view our full article Click here
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