How to Persuade Clients to Invest in Alternatives

Transcript

Real estate, crypto and gold really follow a news cycle. So they ebb and flow based on if interest rates are moving, if the Fed is speaking, if crypto is bursting, the headlines really drive those assets. Alts is not in the news, rarely ever. It's driven by the advisor and we'll get into that, but you can see how steadily it's been growing. So this is our first major take away. Alternative investments have experienced A50 percent, 56%. Increase in the proportions of meeting where they've been discussed over the past year, that's the fastest growing asset class in terms of frequency of discussion and it's almost being discussed in about 1/4 of all portfolio allocation discussions. That was just that 15% last year and probably before that even less. So you can see the advent of alternatives is arriving.