The Elite Access Alternative Investment Survey, by Jackson National Life, was released earlier this week, and shows that 90 per cent of financial advisers said they plan to offer more alternative investment options to their clients in the coming 12 months.
The results, “showed an overwhelming increase in the expected use of alternatives to help offset market volatility and potentially improve portfolio diversification,”
In terms of the level of the increase in alternatives being offered, more than 50 per cent of the advisers questioned said that would up their supply of alternative investments by at least 15 per cent over the coming years, while a third said they would increase it by 20 per cent or more.
Jackson’s Executive Vice President, Clifford Jack, said, “The trend toward alternative asset classes among retail investors has been growing steadily for the past several years and this survey highlights the growing demand for new strategies.”
This reflects what AAA’s analysis partner Anthony Johnson has been saying. He claims that the appetite for alternatives has increased in light of the global economic crisis. “We are seeing more and more regular investors looking for a more tangible option, along with ones that have a low level of correlation with the stock and bonds markets.”
AAA supports a range of alternative investments, but advocates impact investing and forestry investment very actively. “Investing in timberland that is grown sustainably can deliver fantastic returns and is also a more ethical option for those who wish to make a positive difference with their investment choices,” added Johnson.
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