RIA Trend Report: Expected Change in Usage of Alternatives

RIA Trend Report: Expected Change in Usage of Alternatives

Best Practices of Top RIAs

When asked about their expected change in usage of alternative investments in the next three years, the majority of firms across both cohorts – 58% of top and 60% of all others - report that usage will likely remain fairly consistent. And, just over one-third of RIAs from both firm categories indicate that alternatives are likely to increase over the next three years. Overall, these responses are statistically equivalent and in general paint a picture of alternatives as an asset class continuing to gain share within client portfolios across both firm categories, albeit perhaps at a slower rate than in prior years. 

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