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Laxman Pai, Opalesque Asia: A survey from the Financial Planning Association and the Journal of Financial Planning revealed an increased adoption of alternatives, including listed REITs and SMAs, with ESG funds falling by the wayside.
Financial planners are significantly increasing their use of alternative investments, marking a notable shift in investment strategy amidst ongoing market volatility and economic uncertainty, according to the 2025 Trends in Investing Survey.
Survey responses revealed double-digit year-over-year growth in the share of advisors utilizing alternative assets, ranging from publicly traded REITs to private debt and precious metals. These shifts toward more alternative allocations were driven by greater economic uncertainty and market volatility, financial planners revealed.
The survey, conducted annually for over a decade, highlights a growing appetite for diversification beyond traditional stocks and bonds, with planners seeking new avenues for growth and risk management. With 195 responses from financial planners, the 2025 survey reveals the trends, challenges, and opportunities ahead for financial planners and their clients.
Four-fifths of the respondents (79.39%) indicated they were CFP professionals, 51.5% said they were independent advisor representatives or RIA, and 55.3% said they had more than 21 years of experience in the financial services industry.
Among respondents, the reported usage of options surged from 8.65% in 2...................... To view our full article Click here
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