As alternatives continue to capture the interest of high-net-worth investors, financial advisers have a key role to play in making these opportunities accessible, according to a new survey released by Brookfield Oaktree Wealth Solutions, conducted by independent research organization CoreData.
The Alts Institute Alternative Investing Survey surveyed high-net-worth investors in the United States and Canada with at least $2.5 million in household investable assets and financial advisers with an average of $633 million in practice assets under management.
The survey found high-net-worth investors who are already invested in alternatives want to continue investing in them. In fact, 88 percent of alternatives users are investing more into alternatives, and 81 percent believe having an alternatives allocation will drive stronger long-term outcomes than a traditional portfolio.
Alternatives also are sparking intrigue among high-net-worth investors who have not
