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Memos from Howard Marks: Ruminating on Asset AllocationThe Alts Institute Alternative Investing Survey
The Alts Institute Alternative Investing Survey probed the views of high-net-worth investors in North America with at least $2.5 million in household investable assets to more deeply understand their perceptions of alternative investing.
We have captured the key findings from the survey, which illuminated investors’ strong enthusiasm for alternative investments and for the growing opportunity among alts users and non-users to increase their alternative investment allocations in their portfolios.
Eager to learn more about alts, investors are counting on their advisors for education, access and guidance.
Dive deeper into the findings from North American investors.
85% of alts users believe alternatives are essential to a successful portfolio strategy.
Majority of financial advisors believe that alternative investments have enhanced their client conversations about portfolio construction.
Looking forward, most advisors say democratization of alternatives will drive greater reliance on financial advice, underlining the critical role of advisors in driving investor participation forward.
Dive into the survey results and explore the untapped potential of alternatives.