Unlocking Investor Insights: The Rising Demand for Alternatives & Advisors
Brookfield Oaktree Wealth Solutions has unveiled groundbreaking insights from its latest survey, conducted by The Alts Institute, revealing a booming interest in alternative investments among high-net-worth investors and financial advisors. This survey targeted wealth holders with at least $2.5 million in investable assets, alongside advisors managing an impressive average of $633 million.
Key takeaways include:
- 📈 A staggering 88% of current alternative investors are eager to boost their allocation.
- 🤔 72% of non-investors are open to exploring alternatives with a better understanding.
- 💡 70% would dive into alternatives if their advisor recommended it.
- 📚 An impressive 91% of advisors recognize the value in enhancing their knowledge of alternative investments.
- 🔄 41% of high-net-worth investors have contemplated switching advisors to access premium alternatives.
This survey underscores the rising significance of alternative investments in portfolio strategy and client satisfaction, as advisors acknowledge their potential to elevate their businesses and enrich client discussions.
Fresh insights from “The Alts Institute” reveal the rising value of alternative investments in portfolios!
NEW YORK, Oct. 8, 2024 – Brookfield Oaktree Wealth Solutions, a premier provider of alternative investments for financial advisors and their clients worldwide, has released pivotal findings from its survey targeting high-net-worth investors and financial advisors. Conducted by an independent research entity, the survey gathered insights from individuals with a minimum of
Highlights from high-net-worth investors:
- Current alts investors are hungry for more:
- 🔍 88% of alternative investment users are ready to allocate more.
- 🌍 78% want to diversify into a broader array of investments.
- 📊 81% believe that including alternatives will yield stronger long-term returns compared to traditional portfolios.
- 💸 More than half would consider a 20%%+ allocation to alternatives if their advisor suggested it.
- Potential alternative investors are keen to learn:
- 📈 72% would explore alternatives if they had a clearer understanding of the options.
- 🤝 70% would jump in if their financial advisor gave the green light.
Insights from financial advisors:
- 📈 Almost 72% of advisors view expertise in alternative investments as a key driver for business growth, enhancing returns, client satisfaction, and stabilizing revenue.
- 🗣️ 85% believe alternative investments have enriched their discussions around portfolio construction.
- 🔍 86% feel that easier access to alternatives will increase reliance on professional advice.
- 💼 A remarkable 91% assert that developing a solid understanding of alternatives is a worthwhile investment of their time, supported by the fact that 41% of high-net-worth investors have switched or considered switching advisors to gain better access to quality alternatives.
John Sweeney, CEO of Brookfield Oaktree Wealth Solutions, stated, “The demand for alternative investment products is on the rise, and our research highlights how crucial it is for investors that their advisors take the lead in this area. This illustrates the significance of access to alternatives for advisors who want to strengthen and expand their client relationships.”
He added, “By enhancing and leveraging their alternatives expertise, advisors can distinguish their practices, attract new clients, and deliver exceptional value by helping their clients seize future opportunities. We are committed to supporting advisors with partnership and management strategies as they navigate the world of alternatives.”
The Alts Institute by Brookfield Oaktree Wealth Solutions provides financial advisors with a robust platform filled with client-friendly resources, advanced asset allocation strategies, and best practices to unlock the potential of alternative investments fully. Through innovative research, The Alts Institute aims to deepen the understanding of the alternatives market, equipping both advisors and investors with the insights needed to thrive in this evolving space.
The Alts Institute also engaged high-net-worth investors in Hong Kong, Singapore, and Taiwan for their perspectives on alternative investments. For insights on how Asian investors view alternatives, check out the additional results here.
About Brookfield Asset Management
Brookfield Asset Management Ltd. is a leading global alternative asset manager overseeing approximately
About Brookfield Oaktree Wealth Solutions
Brookfield Oaktree Wealth Solutions specializes in alternative investments, guiding advisors and their clients toward achieving their financial aspirations. With the strength of Brookfield and Oaktree behind us, we stand at the forefront of alternative investing.
FAQ
What percentage of HNW investors using alternatives want to invest more?
According to the survey, 88% of high-net-worth investors already using alternative investments are open to increasing their allocations.
How many financial advisors believe alternative investments enhance client conversations?
The survey revealed that 85% of financial advisors believe alternative investments have improved their discussions about portfolio construction.
What percentage of HNW investors would consider alternatives if recommended?
It was found that 70% of high-net-worth investors not currently invested in alternatives would consider them if their financial advisor recommended it.
How many advisors think building knowledge of alternative investments is worthwhile?
According to the survey, 91% of financial advisors expressed that developing a strong understanding of alternative investments is a valuable commitment.
What percentage of HNW investors have considered changing advisors for better alternatives?
The survey showed that 41% of high-net-worth investors have considered switching advisors to gain access to superior alternatives.
