About 85 percent of financial advisers expect to increase allocations to one or more alternative asset classes within the next year, according to the second annual CAIS-Mercer survey, The State of Alternative Investments in Wealth Management 2023.
The survey indicates a shift is underway from traditional 60/40 portfolios to a more diversified portfolio that includes public equities, fixed income, and alternatives.
Financial advisers are turning to alternative assets classes to help achieve portfolio goals, such as enhancing returns, diversifying risk, supplementing income, or preserving capital. Additionally, alternative investment strategies seem to help differentiate their businesses and attract and retain clients.
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