To better understand the evolving role of alternative assets in today’s private wealth portfolios, CAIS and Mercer joined together to survey a select group of more than 250 independent financial advisors in the fall of 2023.
We share key findings of the survey in this report, along with some insights for advisors seeking to differentiate their business with alternatives.
A majority (62%) of financial advisors surveyed currently allocate between 6% and 25% of clients’ portfolios to alternative asset classes.
Nearly 9 in 10 advisors surveyed (85%) intend to increase their allocations to one or more alternative asset classes over the next 12 months.
Almost all (95%) advisors surveyed with current alternatives allocations plan to stay invested in these asset classes, allocating 6% or more by the end of 2025.
A large majority (83%) of advisors believe access to alternatives differentiates their practice from peers; 79% believe it helps clients meet their goals and objectives.
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