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:
What is Gaining Perspective?
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.