Alternative investments continue to show a robust and rising interest in popularity among financial advisers, according to CAIS-Mercer’s Alternative Investment Survey for 2025.
Throughout the years, alternative investments are solidifying their importance in wealth management. Of the advisers surveyed, nearly 92 percent already are allocating to alternatives, with 91 percent planning to increase their allocations soon.
With this evolving attention on alternatives, most advisers reported to rely heavily on technology to guide their decisions in this sector, even more than other industry professionals, said the report. In addition, advisers are looking toward model portfolios, designed to streamline allocation decisions and reduce the decision-making time. More than three-quarters (77 percent) of advisers already are using this approach.
Registered funds such as business development companies (BDCs), interval funds and non-traded real estate investment
