The State of Alternative Investments in Wealth Management 2025
January 29, 2025 | 3:00 PM EST
Join us to explore the findings from the third annual CAIS-Mercer Alternative Investment Survey.
Overview
The 2025 CAIS-Mercer survey reveals that 50% of financial advisors now allocate over 10% of client portfolios to alternative investments, with more than three-quarters (76%) allocating at least 5%. This webinar will provide an in-depth analysis of these trends, their implications for the industry and more.
Orly Krause, Principal Consultant at Mercer will be joined by Andrew Snyder, Director, Product & Research at CAIS and Gregg Sommer, US Financial Intermediaries Leader at Mercer, to examine how financial advisors are strategically approaching allocations to alternative investments.
Why Attend
- Emerging market themes: Discover the evolving themes in alternatives that advisors are planning to integrate into their practices, along with a thorough overview of current allocations across key alternative asset classes and structured notes.
- Future allocation trends: Explore perspectives on anticipated adjustments in allocations over the next few years, as we revisit the motivations behind the integration of alternative investments into client portfolios from the survey.
- In-depth insights: Gain access to key findings that uncover the technology and resources advisors are employing to navigate the alternative investment landscape effectively.