Key findings among HNW investors:
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Those who are already invested in alts want more:
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88% of alts users are open to investing more into alternatives.
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78% of alts users would like to invest in a greater variety of investments beyond what they already own.
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81% believe that having an alternatives allocation will drive stronger long-term outcomes than a traditional portfolio.
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More than half would be comfortable with a 20%+ allocation to alternatives if their advisor recommended it.
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Those who are not alts investors (yet) are very open to them:
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72% would begin investing in alternatives if they better understood the available options.
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70% say they would begin investing in alternatives if their financial advisor recommended it.
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Key findings among financial advisors:
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Nearly 72% of advisors say alternative investment expertise will be a meaningful driver in growing their book of business and a broad range of benefits including enhancing absolute returns, client satisfaction, and smoothing revenue volatility.
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85% believe that alternative investments have enhanced their client conversations about portfolio construction.
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86% believe that greater individual investor access to alternative investments will drive more reliance on professional advice.
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91% say that building a strong working knowledge of alternative investments is a commitment worth making. This finding is reinforced by the fact that 41% of HNW investors, regardless of whether they have alts holdings, have moved or considered moving to a new advisor to better access high-quality alternatives.
He continued, “By developing and leveraging their alternatives expertise, advisors can differentiate their practice in the market, recruit new prospects, and deliver significant value by helping their clients maximize the opportunities ahead. We look forward to supporting advisors with partnership and practice management as they continue to navigate the alternatives landscape.”
About Brookfield Asset Management
Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager with approximately
For more information, please visit our website at www.bam.brookfield.com.
About Brookfield Oaktree Wealth Solutions
Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies,
Advisors interested in learning more about Brookfield Oaktree Wealth Solutions should call +1 (855) 777-8001 or email [email protected].
Contact information:
Media:
Rachel Wood
Tel: (212) 613-3490
Email: [email protected]
Investor Relations:
Brookfield Oaktree Wealth Solutions
Tel: (855) 777-8001
Email: [email protected]
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