Financial Advisors and Alternative Investments
Key Trends, Insights, and OpportunitiesPortfolio construction is a fundamental activity of the vast majority
of financial advisors. In the past ten years, advisors have become increasingly challenged to build portfolios
relying solely on traditional investments and asset classes. To provide greater diversification, lower portfolio volatility
and risk, and enhance returns, many financial advisors have turned to alternatives and non-traditional investments. These
solutions comprise a diverse group of strategies including real estate, commodities, managed futures, absolute return, market
neutral, structured products, hedged equity, arbitrage, and venture capital. It is within this context that Practical Perspectives — a leading research
and consulting firm focused on key trends in the creation and distribution of asset management solutions — is exploring
how financial professionals are using alternatives and non-traditional investment strategies, especially
for retail clients. This new report based on proprietary research offers a unique and fresh examination of how alternatives
and non-traditional investments are used by advisors. The report also defines the opportunities that exist for product providers
and distribution platforms to better engage and support financial professionals to increase overall market penetration and
Issues The Report Addresses
This 174 page and 180 exhibit
report provides inisghts and answers for:
· Product Development
o Which alternative strategies are advisors likely to use going forward?
o What are the preferred vehicles to access these strategies?
How does product selection differ for alternatives versus
advisors are most likely to use alternatives and non-traditional strategies?
o How are advisors using alternatives across their client bases and typical portfolios?
o What obstacles must be overcome to expand usage among different target segments?
· Sales Support
important are various aspects of sales support and how satisfied are advisors with current support from product providers
What factors drive advisor use of alternative investments?
o What differences in support needs exist among advisors across major distribution
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Click here to download sample exhibits, the Table of Contents, and the List of Exhibits
report is based on input from a broad cross-section of advisors across key channels – wirehouse, regional, independent,
and RIA. In March 2012, advisors were asked to participate in a proprietary on-line survey regarding portfolio construction
and the role of alternatives and non-traditional investments. Advisors were randomly solicited across all delivery channels.
A total of 358 completed surveys were used as the basis for this report. The research findings are provided for the overall sample as well as for key target segments including by channel and
by degree of use of alternatives. These segments offer a deeper understanding of differences among the audience of financial
Report Order Information
Report purchase includes consulting session with report authors to review findings and discuss specific implications
For pricing or to order the report, contact firstname.lastname@example.org or call 978-590-7290