The Growth of Alternative Investing in 5 Statistics

Investors have poured trillions into alternative investments in the last several years, including cryptocurrencies. Alternative asset classes of all types appear poised to become an even more significant part of investment portfolios.

Alternative investing involves buying assets not considered a part of the typical asset classes: equities—or stocks—bonds, securities, and cash.

Some financial advisors also consider directly investing in real estate rather than real estate investment trusts and direct participation programs in oil and gas as alternative asset classes.

Almost 5% more money was invested in alternative investments this year than in 2021

A Cerulli Associates poll of more than 100 investment advisors found that asset managers maintained around 15% of their investments in alternatives in the first half of 2022, up 10% yearly.

And those polled said they intend to increase that proportion to nearly one-fifth of investment dollars under management over the next two years.

For one, they put more of their money into alternative investments—more than half of their investable wealth.

People with more than $1 billion in assets keep more than half their investable wealth in alternative investments

According to the chief investment officers behind 50 ultra-high-net-worth family offices surveyed by KKR. It is worth noting that these ultra-high-net-worth investors are primarily focused on preserving and growing capital.

Over the last decade,  an alternative investment portfolio would have seen an almost 9% return  per year

Alternative investments hovered around 9% annual return over the last 10 years, offering a steady value proposition for investors to pad their portfolios.

That’s compared with a roughly 12% annual return on investments in the S&P 500 over the last decade, which can come with more downside volatility.

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