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