Close Close

Portfolio > Alternative Investments

Advisors See Alternative Investments Going Mainstream

Your article was successfully shared with the contacts you provided.

Hedge funds, real estate and other “alternative investments” are gaining widespread acceptance.

Despite investor concerns about liquidity and fees, financial advisors are expecting to see double-digit growth in alternative assets under management every year for the next 5 years, according to results of a survey of 600 advisors organized by researchers at Morningstar Inc., Chicago, and Research Magazine, a sister publication of National Underwriter.

Other survey findings:

o 67% of advisors surveyed say more than 10% of their clients are now using alternative investments.

o Few clients invest more than 10% of their assets in alternative investments.

o 65% of participating advisors expect to see more than double-digit growth in their own alternative assets under management.

o 70% of participating advisors believe hedge fund advisor registration in the U.S. is a good step, whether required or not.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.