Mounting Interest among Advisors for Alternative Investing Education

December 20, 2023, Needham, MA – Financial advisors anticipate broadening their use of alternative
investments, but to do so, educational materials and tools are necessary. Based on findings from FUSE
Research Network’s Advisor Trend Monitor Series Report – Alternative Products: The Advisor View, 85% of
surveyed advisors are interested in online tools to model the impact of alternatives on a portfolio, with 42%
citing high interest. Overall, approximately 80% or more are interested in the seven educational resources
indicated in the exhibit below.

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