Building Alts Investing Survey Investors
Best Practices / General

Addressing Common Investor Concerns About Alternatives

Whether investors are looking for growth, income, capital preservation or diversification, 85% believe alternative investments are essential to a successful portfolio strategy, according to The Alts Institute’s survey of high-net-worth investors.

 

Drawing from our survey insights and conversations, we have developed this guide to help you respond to common investor concerns about alternatives. While these talking points are rooted in our data, of course, each client conversation is different. We hope these points, along with your own experience, will help you have insightful conversations with your clients about alternatives.

81% of alts users believe that having an alternatives allocation will drive stronger long-term outcomes than a traditional portfolio