The State of Alternative Investments in Wealth Management

See the results of CAIS’ 2023 survey, developed in partnership with Mercer.

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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.

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We share key findings of the survey in this report, along with some insights for advisors seeking to differentiate their business with alternatives.

Key Takeaways

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A majority (62%) of financial advisors surveyed currently allocate between 6% and 25% of clients’ portfolios to alternative asset classes.

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Nearly 9 in 10 advisors surveyed (85%) intend to increase their allocations to one or more alternative asset classes over the next 12 months.

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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.

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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.

For more information, read the press release from CAIS and Mercer.

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