Traditional diversification and portfolio construction strategies need a makeover, according to a new survey of 163 U.S.-based financial advisors.
Natixis Global Asset Management also found that advisors are questioning the relevance of asset allocation strategies that rely on a 60/40 mix of stocks and bonds and long-term, buy-and-hold approaches.
Investment advisors interviewed for the survey said they increasingly are turning to alternative investment strategies even for clients who aren't considered high net worth. Half of advisors polled said they regularly employ alternative investing strategies across their client base, with 79 percent saying they do so to improve diversification, 68 percent to reduce risk, 51 percent to enhance returns, and 42 percent to dampen volatility.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
