Key Findings: North America Advisors

The Alts Institute Alternative Investing Survey probed the views of advisors in the U.S. and Canada with an average of $633 million in practice assets under management to more deeply understand their perceptions of alternative investing, the attending conversations, and best practices. 

We have captured the key findings from the survey, which revealed advisors’ firm belief that alternative investments are essential to their clients’ portfolio strategy, a strong driver for the growth of their practice, and a key factor in an increasing reliance on professional advice.

With investors looking to expand their alts footprint, many advisors don’t realize that they hold the keys to greater client adoption. Once advisors get comfortable sharing alternatives education and investment ideas with clients, it’s a smooth path to client adoption and increasing alts allocations.

Dive deeper into the findings from North American financial advisors.