Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors: Stock Titan

Published 8 October 2024

Brookfield Oaktree Wealth Solutions has released findings from ‘The Alts Institute’ Alternative Investing Survey, revealing strong demand for alternative investments among high-net-worth (HNW) investors and financial advisors. The survey, conducted by CoreData, focused on HNW investors with at least $2.5 million in investable assets and advisors managing an average of $633 million.

Key findings include:

  • 88% of current alternative investment users are open to increasing their allocation
  • 72% of non-users would consider alternatives with better understanding
  • 70% would invest in alternatives if recommended by their advisor
  • 91% of advisors believe building knowledge in alternatives is worthwhile
  • 41% of HNW investors have considered changing advisors to access high-quality alternatives
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