Help or Hype—Advisor Perceptions of Alternative Investments

Advisor Perceptions of Alternative Investments

This white paper explains what the current alternative investment landscape looks like and identifies the hot-button issues for advisors, broker-dealers, registered investment advisors (RIAs) and investment fund managers.

Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.

Once reserved mainly for institutional investors and large endowments, alternative investments have come down market in recent years and are more available to the general public. So how are advisors and the public responding?

Help or Hype—Advisor Perceptions of Alternative Investments explains what the current alternative investment landscape looks like. The white paper explores:

  • The results of a recent survey of 1,200 advisors about their perception and use of alternative investments
  • Barriers to entry or use of alternatives by advisors in client portfolios
  • How alternative investments have performed recently
  • Advisor attitudes regarding liquid and illiquid alternatives
  • Education, operation and regulation challenges
Additional Media

Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers