Why Alternatives Investments?

Why Alternative Investments?

The study (to the left) indicates that in 2009, in the aftermath of the Great Recession, the typical individual investor had virtually no exposure to the so-called alternative investment asset classes. Whereas large institutions had approximately half of their portfolios allocated to "alternatives."

According to a recent survey 68% of advisors have increased their use of alternative investments since the financial crisis in 2008.* Whereas alternative investments were once an option for only institutions, endowments and high net worth individuals, alternatives have become more mainstream over the last few years. Yet, there remains widespread confusion amongst investors about what alternative investments really are.

In a survey conducted by Natixis it was revealed that 47% of investors acknowledged they were worried about losing money due to market volatility; yet, 40% were not interested in considering alternative investments, which potentially could decrease volatility of portfolios! Furthermore, 40% of the polled individuals had no idea what an alternative investment is!**

The generic term "alternative investments" is a catch-all phrase, and mean different things to different advisors and investors. The goal of this website is to demystify the world of alternative investments. Please click here to learn more.

Upcoming Workshop: Demystifying Alternative Investments

You are cordially invited to attend our upcoming workshop. Please contact Jeff Savage, or Riaan Nel at Detlefsen Nel & Associates to see if you qualify to attend. Click here for more info.