United States:
Almost 40% Of U.S. Advisors Utilize Alternative Investments: Cerulli Report
08 October 2018
Kramer Levin Naftalis & Frankel LLP
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Source
A Cerulli report (for purchase) shows interest in
alternative investments is growing, with mean allocations climbing
to 7.2%, up from 5.7%. Nearly 40% of all advisers used alternative
funds, excluding liquid alternatives. Use of alternatives is strong
among wirehouses (57%), hybrid RIAs (43%) and retail bank
broker-dealers (64%). The report focuses on the U.S. market and
defines alternative investments as inclusive to REITs, private
investments, hedge funds, private equity and real estate.
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