Amid economic volatility and uncertainty, advisers are making noticeable adjustments to their portfolio strategies — particularly in their use of alternative investments (alts). While allocations to alternative investments continue to climb, the percentage of advisers categorized as light users, those with 1 percent to 9 percent of assets under management (AUM) in alternatives, has notably shrunken as heavy users (those with 10 percent or more of AUM in alts) deepen their commitments.
This is according to the latest Cogent Syndicated Trends in Alternative Investments report from Escalent. The annual report measures the rate of adoption and share of assets dedicated to alternative investments among advisers and affluent investors as well as which asset classes within the category are currently favored and how they are being accessed. This year’s report also leveraged The Advisor Exchange, Escalent’s online insight community of financial advisers, to gather quali
