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.
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
Financial Advisors
Affluent Investors
Publication Date: April 2025
Deliverables: