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Portfolio > Alternative Investments

Boomers choose alternative investments

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  • 40% – Percentage of advisors with more than half of their higher-net-worth clients in alternative investments.
  • 50% – Approximate percentage of investors who have more than 10 percent of their high-net-worth clients’ portfolios in alternative investments.
  • 86% – Percentage of advisors who don’t expect 130/30 funds to increase in the next year.

Source: Morningstar and Barron’s