Majority Of Advisors Plan To Continue Recommending Alternative Investments

(DailyAlts.com) Can alternative investments help advisors build more robust portfolios for their clients, or are they just hype? That’s the subject tackled by a study conducted by Pershing and Beacon Strategies, with the results compiled into a new white paper called Help or Hype: Advisor Perceptions of Alternative Investments. The study was released on June 4 at Pershing’s INSITE 2015 conference, and involved interviewing 1,200 advisors, broker-dealers, RIAs, and alternative investment managers. Its major findings include:

The majority of advisors plan to continue recommending alternative investments over the next year, even as alternatives have underperformed since the Financial Crisis; 73% of advisors surveyed said their clients had at least one type of alternative investment in their portfolios; 70% said they plan to maintain their current alternatives allocation recommendations over the next year; and more than half said they think clients should allocate between 6% and 15% of their portfolios to alternatives.

To read the entire article and white paper go to www.dailyalts.com

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