In today's challenging, low-yield world, investors should consider a broader spectrum of alternative asset classes that can provide enhanced return and diversification opportunities. However, as with income investing, investors still have considerable knowledge gaps when it comes to adding alternatives.
Are your clients considering the potential of alternatives? According to BlackRock Barometer survey, many investors are not. And of the ones who are, do you know their motivations? Use the following insight to craft a constructive discussion about alternatives with your clients:
- For investors without alternatives, 72% have no plans to add them over the next 12 months. This is down from 85% in the fall of 2011.
- Of those investors who are moving assets into alternatives, 47% say they are doing so because there are more opportunities and easier access than before. This differs from financial advisors, who tend to believe the benefit of uncorrelated returns is the most important factor for allocating to alternatives.
Prepared by New England Financial
Delivered courtesy Joel W. Grams, CRPC®, CLTC,
Registered Representative, Financial Planner, 212 Capital Group
38 Main Street Suite 360, Westlake Ohio 44145
(440) 835-4501 Ext 17, jgrams@212capitalgroup.com
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The foregoing discussion is general in nature and not intended as specific advice. New England Financial nor its representatives are engaged in rendering tax, accounting or legal advice. A qualified professional should be consulted regarding the effect of such considerations on the matters covered in this publication.
For information on New England Financial insurance or other financial products and services, please contact
Joel W Grams CRPC®, CLTC, Registered Representative, Financial Planner with /New England Financial 38 Main Street Suite 360, Westlake, OH 44145, at (440) 835-4501 ext. 17, jgrams@212capitalgroup.com, www.212capitalgroup.com
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New England Financial is the registered mark for New England Life Insurance Company (NELICO) Boston, MA 02116. Securities and investment advisory services offered through New England Securities, Corp. (NES)(member FINRA/SIPC) a Registered Investment Advisor. NELICO and NES are MetLife companies.
