Adviser demand for alternative investing educational materials
Other - FEBRUARY 2, 2024

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Adviser demand for alternative investing educational materials

by Released

As adviser interest in alternative investments continues to grow, so does the need for alternative educational materials. About 70 percent of advisers believe that these materials are lacking from investment managers, according to FUSE Research Network.

In a recent survey of advisers, FUSE asked what types of alternative materials they are most interested in. Online tools to model the impact of alternatives on a portfolio are of high interest to 42 percent of advisers, with only 15 percent not interested. Having easy-to-use tools to help advisers understand how alternative strategies fit into their overall allocation can give asset managers an advantage when targeting advisers.

Advisers are also looking to asset managers to help educate the end client on alternatives. The next most in-demand materials are strategy-specific content (39 percent highly interested) and practice management guides for explaining alternatives to clients (37 percent highly interested).

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