Please provide the following information to access this content. Already a member?

Feb 14, 2022

The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies. And wealth managers need to be prepared.

In this research, we stress the importance of wealth managers educating themselves on new investment products and strategies - direct indexing, cryptocurrencies, and access to alternative investments such as hedge funds and private equity - to understand how they impact not only their business but also their clients' portfolios. This whitepaper tackles one such investing theme - alternatives investing - and explores the following:

  • What is an alternative investment and which asset classes and/or investment products are covered by this broad category?
  • What's driving adoption?
  • The risks?
  • How do investors or their advisors access these asset classes?

Unlock the Full Whitepaper

Join our research membership! Gain access to over 350 documents, expert insights, market trends, and much more.