Alternative investments sound exotic, but increasingly they are a core part of the portfolios professional financial advisors are constructing for their clients. This Investment Spotlight report, produced in partnership with CAIS, provides an overview of how advisors are approaching the space, both in recent years and going forward. The paper covers:
- How advisors are using alternatives in client portfolios
- The challenges and opportunities advisors see in implementing alternative investments
- Forward-looking expectations for allocations across alts like real estate and commodities
