Key Takeaways
- • Alternative investments are increasingly a core component of the portfolios advisors build for their clients, according to the Benefits and Pensions Monitor spotlight.
- • The report examines how advisors use alternatives, the challenges and opportunities they see in implementing them, and their forward-looking allocation expectations for asset classes including real estate and commodities.
- • The piece is part of a monthly series on themes affecting Canadian plan sponsors and institutional investors, and the publication dates the article to February 2, 2023.
Summary
Benefits and Pensions Monitor's monthly alternatives spotlight, published under InvestmentNews branding and dated February 2, 2023, states that alternative investments are increasingly a core part of the portfolios advisors construct for their clients. The feature is framed around three areas: how advisors are using alternatives in client portfolios, the challenges and opportunities they encounter when implementing these strategies, and their expectations for future allocations across asset classes such as real estate and commodities.
The publisher describes the series as a monthly set of articles on a theme affecting Canadian plan sponsors and institutional investors. The available text is limited to the report's scope and introduction; it does not include specific allocation percentages, performance data, or named advisors. Readers seeking those details would need the full report, which is behind a subscription paywall.
The publisher describes the series as a monthly set of articles on a theme affecting Canadian plan sponsors and institutional investors. The available text is limited to the report's scope and introduction; it does not include specific allocation percentages, performance data, or named advisors. Readers seeking those details would need the full report, which is behind a subscription paywall.
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