Tr?id=566623520170033&ev=PageView&noscript=1

ÍøÆØ³Ô¹Ï

ÍøÆØ³Ô¹Ïighing the Upsides and Downsides of Alternative Investments

Posted on August 30th, 2023 at 1:09 PM
ÍøÆØ³Ô¹Ïighing the Upsides and Downsides of Alternative Investments

From the desk of Jim Eccleston at ÍøÆØ³Ô¹Ï 

In its 2023 Financial Advisor Survey, iCapital surveyed 400 U.S. registered financial professionals. Those professionals, who either use or are considering using alternatives within the coming year, are exploring ways to diversify beyond traditional 60/40 portfolios.

According to FinancialPlanning.com, the study reveals a substantial increase in private market capital, rising from $4.5 trillion in 2012 to $12.4 trillion by the close of 2022. Traditionally, this capital originated mainly from institutional investors, as noted in Bain & Company's 2023 report on private equity, which highlighted that individual investors represented only 5 percent of assets under management in alternative investments. However, iCapital CEO Lawrence Calcano has observed a reduction in this gap due to the improved access that individual investors now have.

Advisors reveal both successful strategies as well as persistent challenges concerning alternative investments. According to the iCapital study, the utilization of alternative investments in the realm of individual investors is projected to keep growing.

Indeed, 95 percent of surveyed advisors intend to maintain or boost their allocations to alternative investments in the upcoming year, with 44 percent aiming for an increase. Among advisors overseeing a minimum of $500 million in assets under management (AUM), this percentage rises to 58 percent.

The iCapital study emphasizes the pivotal role of education concerning alternative investments. Despite the burgeoning interest, only a quarter of surveyed advisors consider themselves "very knowledgeable" about alternative investments, with an overwhelming 95% expressing a desire for educational content regarding alternatives.

 

ÍøÆØ³Ô¹Ï LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.

Tags: eccleston, eccleston law

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

I am so blessed to have you and your dynamic team defending me. Your ethics, forward thinking and strategies are amazing.  You guys are the best group of attorneys in the country that I could hire to handle this complicated case.

Cindy C.

LATEST NEWS AND ARTICLES

1783615970 Law
July 9, 2026
FINRA Suspends Former Branch Manager for Supervisory Failures Linked to Excessive Trading and Churning

A former regional branch manager at a broker-dealer has agreed to Financial Industry Regulatory Authority (FINRA) sanctions after the regulator found that he failed to supervise registered representatives who engaged in excessive trading and churning of customer accounts.

1783525964 Law
July 8, 2026
SEC Sanctions David Lerner Associates for Regulation Best Interest Violations

David Lerner Associates has agreed to settle Securities and Exchange (SEC) charges alleging violations of Regulation Best Interest (Reg BI) that resulted in unnecessary costs to retail investors, according to InvestmentNews.

1783434190 Law
July 7, 2026
Private Credit Funds Face Mounting Redemption Pressure as Investor Sentiment Shifts

A surge in investor redemption requests has intensified pressure on private credit funds, raising concerns about liquidity and long-term stability across the asset class, as reported by The Wall Street Journal.