HNW investors hungry for more alts, Brookfield Oaktree survey finds: Alternatives Watch

Published 9 October 2024

A new survey by Brookfield Oaktree Wealth Solutions reveals a growing appetite for alternative investments among high-net-worth individuals and financial advisors. The study, conducted by CoreData, offers insights into the changing landscape of investment strategies for those with significant assets.

Key findings include:

• Existing alternative investment users are eager to expand their portfolios:

– 88% are open to increasing their alternative investments

– 81% believe alternatives will outperform traditional portfolios in the long run

– Over half would consider allocating 20% or more to alternatives if advised

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