58% Ignore the Accounts

Alternatives Managers Are Missing the Self-Directed Investor


Author: Funds Society, Miami

  1. Opportunities exist for asset managers to gather capital from an underserved client group
  2. Overall, alternatives managers rank direct-to-investor initiatives as less important than others—58% report that reaching non-high-net-worth (HNW) investors directly is not an initiative for their firm
  3. Currently, retail distribution of alternative investments is focused on sales via financial advisors, and especially those with wealthier clients.