Understanding Investors’ Distinct Needs and Identifying Opportunities

As investors increasingly turn to alternative investments as a core part of their portfolio strategy, they will be looking to their advisors for guidance to address their distinct investing goals. This growing dependence on professional advice is among the key themes highlighted in The Alts Institute’s Alternative Investing Survey.

This guide is designed to help you tailor conversations about alternatives to your clients' unique needs and goals, identifying products and strategies that align with their portfolio objectives.