The Power of Alternative Investments: Building Better Portfolios—and Stronger Client Relationships

With investors increasingly concerned about aligning portfolios with urgent financial objectives, demand for diversification, growth, income and capital preservation is fueling interest in a broad range of alternative investments. As the category grows and investors gain access to more alternative investment opportunities, advisors have a crucial role to play in helping their clients navigate a rapidly evolving alts marketplace.

As a leader in alternative investing, with expertise in a wide array of alternative solutions across public and private markets, we sought to better understand investor and advisor perceptions of alternatives and perceived challenges to adoption and implementation. We also explored the conversations around alternatives between advisors and investors, along with the best practices of advisors who are using alternatives most effectively.

Given our focus on the advisor-client relationship and associated conversations around alternative investing, this report showcases the bilateral research conducted among investors and advisors in North America. Spotlights on investors in Hong Kong, Singapore and Taiwan shed light on the similarities and differences between investors in Asia Pacific and North America as the global alternatives marketplace continues to expand. 

This report also includes proprietary advisor and investor segmentation analysis, as well as insights from qualitative interviews conducted with advisors and high-net-worth investors in North America and Asia.