Key Findings from Alternatives Investing Research

The research specifically examines perceptions about which product categories constitute alternative strategies; views on the role of alternatives in the portfolio; views on specialty managers, advisory services, decision-making criteria, reliance on consultant advice, and hiring plans for alternative strategies.

The research is based on 113 in-depth telephone interviews conducted between April and May 2016 with targeted institutional investors in the U.S. (96) and Canada (17) with the largest allocations to alternative strategies.