How and where alternative investments are captivating wealth management
Planning for an alternative path ahead
As they face uncertain markets, nearly nine in 10 financial advisers (88%) surveyed plan to increase their allocation to alternatives over the next two years. Of those, more than half (53%) estimate that their allocation to alternatives will make up more than 15% of their overall client portfolios.
Meanwhile, more than 20% said they would allocate more than a quarter of their portfolio to alternatives, and only 8% said that they don’t plan to increase these allocations at all during the next couple of years.