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Matthias Knab, Opalesque for New Managers: Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study conducted by CAIS and Mercer. The results reveal widespread adoption, with nine in 10 financial advisors (90%) currently allocating to alternatives, and 88% planning to increase allocations over the next two years.
According to the survey, nearly half of advisors (49%) now allocate more than 10% of client portfolios to alternatives, while three-quarters (74%) allocate at least 5%. The findings also revealed that alternatives are reaching a wider client base: four in five advisors (80%) serving non-accredited investors now allocate to alternative investments, underscoring the growing democratization of private market access. Advisors cited client education and suitability as top priorities to responsibly scale this next phase of adoption.
"This year's results send a clear message: advisor demand for alternatives isn't a passing trend, instead it's a structural shift," said Brad Walker, President of CAIS. "We're seeing advisors integrate alternatives as a core part of portfolio construction. As technology and AI continue to streamline access, we expect these allocations to deepen even further."
With growing demand for alternatives, advisors are increasingly focuse...................... To view our full article Click here
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