Are Alternatives Right for Your Clients?

Advisors are increasingly shifting away from a traditional 60/40 portfolio as they realize the full potential of alternatives and the benefits they can provide for their clients. Yet, despite increasing demand, hurdles to accessing and understanding alternative investment strategies still exist. My guest, Abby Salameh, will leverage findings from the CAIS-Mercer second annual survey – which was conducted at the second annual CAIS Alternative Investment Summit last month – to expand on the shift that’s taking place as investors adopt a modern three-dimensional portfolio, the challenges that advisors continue to face when accessing these investments, how technology platforms like CAIS are addressing those hurdles, and her outlook for the alternatives industry into 2024. 

Here are links for more information about Abby and CAIS IQ:

• CAIS Website- https://www.caisgroup.com/home 
• CAIS Brand Refresh Press Release- https://www.caisgroup.com/our-company/press/cais-modernizes-brand-to-reflect-role-in-transforming-the-world 
• SS&C Advent white paper: Meeting the Demand for Diversification- https://www.advisorperspectives.com/pdfs/2023/meeting-demand-for-diversification-paper.pdf 
• See the results of CAIS’ 2023 survey, developed in partnership with Mercer- https://info.caisgroup.com/state-of-alternative-investments-in-wealth-management?utm_campaign=cais-mercer-survey-2024&utm_source=press&utm_medium=pws