Escalent
Escalent
Cogent Syndicated

As of early 2025, the alternative investments market continues to expand, driven by investors’ pursuit of diversification and enhanced returns. With financial innovation and regulatory changes making alternative investments more accessible, new products, investment themes and asset classes are beginning to appear. Understanding how advisors view and use the products available to them is key to successful positioning and future growth.

This report is Wave Four in our Trends in Alternative Investments report series. In this report we provide insight into how advisors are using alternative investments and what they view as the common barriers and accelerants to entry. We also dive into brand awareness and familiarity for product providers within the alternatives market. As end investors become more aware of and interested in alternative investments, we track their level of interest, use and perceptions.

Value

The report will enable subscribers to:

Project Future Growth
Measure current allocation to alternatives and forecast future use two years from now

Assess Current Use
Uncover how advisors and investors access and allocate alternative investments across liquid, semi-liquid and illiquid investments

Identify Barriers and Drivers
Understand the appeal and concerns advisors and investors voice toward alternative investments

Methodology

  • Web-based survey
  • 450–500 registered financial advisors across five channels who have an active book of at least $5 million, with a median AUM of $100 million
  • 3,500–4,000 affluent investors with $100,000+ in household investable assets, excluding primary real estate
  • Representative samples allowing for subgroup analyses by key variables (advisors: channel and AUM, non-, light and heavy users of alternative investments; investors: generation and investor status (accredited, qualified, other)

Areas of Inquiry

Financial Advisors

  • Advisors’ use of alternative investments (AUM allocation and types of alternatives used)
  • Allocation of alternatives within the portfolio and how these investments are assessed
  • Barriers and accelerants to entry
  • Access and asset manager usage (including unaided consideration of alternative asset managers)

Affluent Investors

  • Profile of the accredited investor and qualified purchaser
  • Investor interest in and usage of alternative investments
  • Interest in liquidity ranges (liquid, semi-liquid or illiquid)
  • Vehicle and asset manager use
  • Risk and return expectations

Subscription Details

Publication Date: April 2025
Deliverables:

  • Printed report with product and brand analyses, commentary and strategic implications
  • Custom data cuts and survey work by senior analysts available

Investment: $30,000

Trends in Alternative Investments-Fact Sheet-2025
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