Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors
Brookfield Oaktree Wealth Solutions has released findings from 'The Alts Institute' Alternative Investing Survey, revealing strong demand for alternative investments among high-net-worth (HNW) investors and financial advisors. The survey, conducted by CoreData, focused on HNW investors with at least $2.5 million in investable assets and advisors managing an average of $633 million.
Key findings include:
- 88% of current alternative investment users are open to increasing their allocation
- 72% of non-users would consider alternatives with better understanding
- 70% would invest in alternatives if recommended by their advisor
- 91% of advisors believe building knowledge in alternatives is worthwhile
- 41% of HNW investors have considered changing advisors to access high-quality alternatives
The survey highlights the growing importance of alternative investments in portfolio construction and client satisfaction, with advisors recognizing their potential to drive business growth and enhance client conversations.
Brookfield Oaktree Wealth Solutions ha pubblicato i risultati del 'The Alts Institute' Alternative Investing Survey, rivelando una forte domanda di investimenti alternativi tra investitori ad alto patrimonio netto (HNW) e consulenti finanziari. Il sondaggio, condotto da CoreData, si è concentrato su investitori HNW con almeno 2,5 milioni di dollari in asset investibili e consulenti che gestiscono in media 633 milioni di dollari.
I principali risultati includono:
- Il 88% degli attuali utenti di investimenti alternativi è aperto ad aumentare la propria allocazione.
- Il 72% dei non utenti prenderebbe in considerazione investimenti alternativi con una comprensione migliore.
- Il 70% investirebbe in alternative se consigliato dal proprio consulente.
- Il 91% dei consulenti ritiene che costruire conoscenza in materia di alternative sia vantaggioso.
- Il 41% degli investitori HNW ha considerato di cambiare consulente per accedere a investimenti alternativi di alta qualità.
Il sondaggio evidenzia l'importanza crescente degli investimenti alternativi nella costruzione del portafoglio e nella soddisfazione del cliente, con i consulenti che riconoscono il loro potenziale per favorire la crescita aziendale e migliorare le conversazioni con i clienti.
Brookfield Oaktree Wealth Solutions ha publicado los hallazgos de la 'The Alts Institute' Alternative Investing Survey, que revela una fuerte demanda de inversiones alternativas entre inversores de alto patrimonio neto (HNW) y asesores financieros. La encuesta, realizada por CoreData, se centró en inversores HNW con al menos 2,5 millones de dólares en activos invertibles y asesores que gestionan un promedio de 633 millones de dólares.
Los hallazgos clave incluyen:
- El 88% de los actuales usuarios de inversiones alternativas están dispuestos a aumentar su asignación.
- El 72% de los no usuarios consideraría alternativas con un mejor entendimiento.
- El 70% invertiría en alternativas si su asesor se lo recomienda.
- El 91% de los asesores cree que es valioso construir conocimiento en alternativas.
- El 41% de los inversores HNW ha considerado cambiar de asesor para acceder a alternativas de alta calidad.
La encuesta destaca la creciente importancia de las inversiones alternativas en la construcción de carteras y la satisfacción del cliente, reconociendo los asesores su potencial para impulsar el crecimiento empresarial y mejorar las conversaciones con los clientes.
브룩필드 오크트리 자산 솔루션(Brookfield Oaktree Wealth Solutions)이 '대안 투자 연구소(The Alts Institute)'의 대안 투자 조사 결과를 발표했습니다. 이는 고액 자산가(HNW) 투자자와 재정 고문들 사이에서 대안 투자에 대한 강한 수요가 있음을 보여줍니다. 코어데이터(CoreData)가 수행한 이 조사는 최소 250만 달러의 투자 자산을 보유한 HNW 투자자와 평균 6억 3천3백만 달러를 관리하는 고문을 대상으로 하였습니다.
주요 결과는 다음과 같습니다:
- 현재 대안 투자를 이용하고 있는 사용자 중 88%가 자신의 배정을 늘릴 의향이 있습니다.
- 비사용자 중 72%는 더 나은 이해를 가지고 대안 투자를 고려할 것입니다.
- 70%는 자신의 고문이 추천한다면 대안 투자에 나설 것입니다.
- 91%의 고문이 대안 투자에 대한 지식을 쌓는 것이 가치가 있다고 믿고 있습니다.
- HNW 투자자의 41%는 높은 품질의 대안에 접근하기 위해 고문을 바꾸는 것을 고려한 적이 있습니다.
이 조사는 포트폴리오 구성 및 고객 만족도에서 대안 투자의 중요성이 증가하고 있음을 강조하며, 고문들이 비즈니스 성장 및 고객과의 대화를 향상시키는 데 있어 대안 투자의 잠재력을 인식하고 있다는 점을 보여줍니다.
Brookfield Oaktree Wealth Solutions a publié les résultats de l'enquête sur l'investissement alternatif de 'The Alts Institute', révélant une forte demande pour les investissements alternatifs parmi les investisseurs fortunés (HNW) et les conseillers financiers. L'enquête, réalisée par CoreData, s'est concentrée sur les investisseurs HNW ayant au moins 2,5 millions de dollars d'actifs investissables et sur les conseillers gérant en moyenne 633 millions de dollars.
Les résultats clés incluent :
- 88% des utilisateurs actuels d'investissements alternatifs sont ouverts à l'idée d'augmenter leur allocation.
- 72% des non-utilisateurs envisageraient des alternatives avec une meilleure compréhension.
- 70% investiraient dans des alternatives si recommandées par leur conseiller.
- 91% des conseillers estiment qu'il est judicieux de développer des connaissances sur les alternatives.
- 41% des investisseurs HNW ont envisagé de changer de conseiller pour accéder à des alternatives de haute qualité.
L'enquête met en évidence l'importance croissante des investissements alternatifs dans la construction de portefeuilles et la satisfaction des clients, les conseillers reconnaissant leur potentiel pour stimuler la croissance des entreprises et améliorer les conversations avec les clients.
Brookfield Oaktree Wealth Solutions hat die Ergebnisse der 'The Alts Institute' Alternative Investing Survey veröffentlicht. Diese zeigen eine starke Nachfrage nach alternativen Anlagen bei vermögenden Investoren (HNW) und Finanzberatern. Die Umfrage, die von CoreData durchgeführt wurde, konzentrierte sich auf HNW-Investoren mit mindestens 2,5 Millionen Dollar an investierbaren Vermögenswerten und Berater, die im Durchschnitt 633 Millionen Dollar verwalten.
Die wichtigsten Ergebnisse sind:
- 88% der aktuellen Nutzer alternativer Anlagen sind bereit, ihre Zuteilung zu erhöhen.
- 72% der Nicht-Nutzer würden Alternativen in Betracht ziehen, wenn sie besser informiert wären.
- 70% würden in Alternativen investieren, wenn dies von ihrem Berater empfohlen wird.
- 91% der Berater glauben, dass der Aufbau von Wissen über Alternativen lohnenswert ist.
- 41% der HNW-Investoren haben in Erwägung gezogen, den Berater zu wechseln, um Zugang zu hochwertigen Alternativen zu erhalten.
Die Umfrage hebt die wachsende Bedeutung alternativer Anlagen beim Portfolioaufbau und der Kundenzufriedenheit hervor, wobei Berater deren Potenzial erkennen, um das Unternehmenswachstum zu fördern und die Gespräche mit den Kunden zu verbessern.
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New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios
NEW YORK, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today revealed key findings from its new survey of high-net-worth investors and financial advisors. Conducted by independent research organization CoreData, “The Alts Institute” Alternative Investing Survey surveyed high-net-worth (HNW) investors in the U.S. and Canada with at least US
Key findings among HNW investors:
- Those who are already invested in alts want more:
88% of alts users are open to investing more into alternatives.78% of alts users would like to invest in a greater variety of investments beyond what they already own.81% believe that having an alternatives allocation will drive stronger long-term outcomes than a traditional portfolio.- More than half would be comfortable with a
20% + allocation to alternatives if their advisor recommended it.
- Those who are not alts investors (yet) are very open to them:
72% would begin investing in alternatives if they better understood the available options.70% say they would begin investing in alternatives if their financial advisor recommended it.
Key findings among financial advisors:
- Nearly
72% of advisors say alternative investment expertise will be a meaningful driver in growing their book of business and a broad range of benefits including enhancing absolute returns, client satisfaction, and smoothing revenue volatility. 85% believe that alternative investments have enhanced their client conversations about portfolio construction.86% believe that greater individual investor access to alternative investments will drive more reliance on professional advice.91% say that building a strong working knowledge of alternative investments is a commitment worth making. This finding is reinforced by the fact that41% of HNW investors, regardless of whether they have alts holdings, have moved or considered moving to a new advisor to better access high-quality alternatives.
John Sweeney, Chief Executive Officer of Brookfield Oaktree Wealth Solutions, said, “Demand for alternative investment products among high-net-worth investors is growing exponentially, and our proprietary research highlights how deeply investors want their advisors to lead the way. This underscores just how vital having access to alternatives can be for advisors looking to retain and grow their client relationships.”
He continued, “By developing and leveraging their alternatives expertise, advisors can differentiate their practice in the market, recruit new prospects, and deliver significant value by helping their clients maximize the opportunities ahead. We look forward to supporting advisors with partnership and practice management as they continue to navigate the alternatives landscape.”
The Alts Institute by Brookfield Oaktree Wealth Solutions offers financial advisors a comprehensive platform that empowers them with client-friendly resources, advanced asset allocation strategies, and best practices to fully unlock the potential of alternative investments. Through in-depth research, The Alts Institute deepens its understanding of the alternatives market, aiming to better serve both financial advisors and investors. Additionally, it sheds light on current and emerging trends within the industry, making it an invaluable resource for staying ahead in the evolving investment landscape.
The Alts Institute also surveyed HNW investors in Hong Kong, Singapore and Taiwan on their views on alternatives. To learn more about how investors in Asia are thinking about alternative investments, see additional results here.
About Brookfield Asset Management
Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager with approximately
For more information, please visit our website at www.bam.brookfield.com.
About Brookfield Oaktree Wealth Solutions
Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies, Brookfield and Oaktree, place us among the leaders in alternative investing. For more information, please visit our website at www.brookfieldoaktree.com. Brookfield Oaktree Wealth Solutions is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of Financial Industry Regulatory Authority, Inc.) (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).
Advisors interested in learning more about Brookfield Oaktree Wealth Solutions should call +1 (855) 777-8001 or email info@brookfieldoaktree.com.
Contact information:
Media:
Rachel Wood
Tel: (212) 613-3490
Email: rachel.wood@brookfield.com
Investor Relations:
Brookfield Oaktree Wealth Solutions
Tel: (855) 777-8001
Email: ir@brookfieldoaktree.com
FAQ
What percentage of HNW investors using alternatives want to invest more according to Brookfield's survey?
How many financial advisors believe alternative investments enhance client conversations about portfolio construction?
What percentage of HNW investors would consider investing in alternatives if their advisor recommended it?
How many financial advisors think building knowledge of alternative investments is worthwhile?
What percentage of HNW investors have considered changing advisors to access high-quality alternatives?
