2022年11月15日

用爱为60/40组合衰落,50/30/20看起来很酷的新事物。插图RIA英特尔投资者在今天的动荡和不确定的经济通常可以同意一件事——这不是一个伟大的时间60 - 40的投资组合。“60/40创建投资组合多样化,它的效力取决于股票和债券之间的负相关。我们看到今天正相关,与股票和债券的趋势。为投资者创造挑战保持现状,”格雷格·萨默说,合作伙伴和美国金融中介机构负责人Mercer投资。在投资世界总是如此,挑战也存在机遇。大梁美世和他的同事们看到当前的经济环境作为一个窗口,他们可以利用他们的客户支持过渡——尤其是理财经理和顾问——另类投资,尽管是一个历史性的不愿与alt由于缺乏,知识,和缺乏透明度,这使得很难进行适当的尽职调查。出现变化,然而,随着散户投资者倾斜到选择,根据一项新的独立ria的调查中,财务顾问,另类资产管理公司和其他行业的专业人士进行的中美国际学校,美世。在受访者中,85%表示,他们的客户正在寻求投资于新产品或结构在alt, 49%的人说,客户正在寻找。与这些发现,68%的受访者透露,公司正在推出新的产品和结构来满足需求。 Advisors who participated in the study say real assets, private credit, and private equity are most likely to withstand the challenges of the current economic environment. This demand for alts could allow advisors — who have a relatively untapped pool of more than $40 trillion in client assets — to drive change. And the survey indicates that they will. In fact, nearly nine out of 10 financial advisors (88%) intend to increase their allocations to alternative asset classes over the next two years. More than half of the financial advisors who participated in the study (52.6%) are considering raising their alternative asset allocations to over 15% in the next two years, while more than one-fifth (20.6%) estimate that their alternative asset allocations will exceed 25%. “These findings would seem to confirm that the ‘Great Reallocation’ of capital into alternative strategies is well underway within the private wealth channel,” says Matt Brown, Founder and CEO of CAIS. “With financial advisors shifting away from the traditional 60/40 allocation toward a three-dimensional portfolio representing a 50/30/20 mix between stocks, bonds, and alts, alternative asset managers could be presented with one of the greatest business development opportunities our industry has seen.” Sommer and Brown share a common goal at Mercer and CAIS of providing “responsible access with purpose.” Sommer characterizes “responsible access” as all the resources investors require to enter the alternatives market in the hopes of preserving capital and enhancing returns — from education and product due diligence to a seamless tech and user experience. “It’s about the financial advisor having a great experience,” says Brown, “because when done responsibly, these investments will help end investors pay for their retirement and their children’s education.” Related Content