ARTICLE
8 October 2018

Almost 40% Of U.S. Advisors Utilize Alternative Investments: Cerulli Report

KL
Kramer Levin Naftalis & Frankel LLP

Contributor

Kramer Levin provides its clients proactive, creative and pragmatic solutions that address today’s most challenging legal issues. The firm is headquartered in New York with offices in Silicon Valley and Paris and fosters a strong culture of involvement in public and community service. For more information, visit www.kramerlevin.com
A Cerulli report (for purchase) shows interest in alternative investments is growing, with mean allocations climbing to 7.2%, up from 5.7%.
United States Finance and Banking

Source

A Cerulli report (for purchase) shows interest in alternative investments is growing, with mean allocations climbing to 7.2%, up from 5.7%. Nearly 40% of all advisers used alternative funds, excluding liquid alternatives. Use of alternatives is strong among wirehouses (57%), hybrid RIAs (43%) and retail bank broker-dealers (64%). The report focuses on the U.S. market and defines alternative investments as inclusive to REITs, private investments, hedge funds, private equity and real estate.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More