Advisor Adoption of Alternative Vehicles Remains Limited

November 29, 2023, Needham, MA – Using alternative strategies and vehicle structures has been top-of-mind for asset managers. For decades, many structures have been available for high-net-worth and institutional investors and have recently started to broaden their presence within the retail market. Based on findings from FUSE Research Network’s Advisor Trend Monitor Series Report – Product Usage: The Advisor View, 31% of surveyed advisors are using real estate investment trusts (REITs) within their client portfolios, and among this segment, the average allocation is nearly 5%. Private equity and hedge funds are the only other structures used by more than 10% of advisors.

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