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Alternative Investments Are a Popular Tool in Client Portfolios

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Financial advisors continue to rely on a wide array of alternative investments for clients. More than half of advisors use alternative investments to some extent to mitigate risks, protect against inflation, grow principal, generate income, and diversify holdings for clients.

Wealth Management IQ recently surveyed financial advisors on which alternative investments are popular, what factors spark interest and concern, and what their future expectations are regarding alternative investments. Some key findings:

  • Liquid alternatives remain widely popular
  • Despite concerns over liquidity, illiquid alternatives continue to grow
  • Interest in cryptocurrency and digital assets are waning

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This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

Investments in alternative investment strategies are complex and speculative investments, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative investments may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. An investment strategy focused primarily on privately held companies presents certain challenges and involves incremental risks as opposed to investments in public companies, such as dealing with the lack of available information about these companies as well as their general lack of liquidity. Diversification does not guarantee a profit or protect against a loss.

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton contact for further information on availability of products and services in your jurisdiction.

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