Table of Contents


General Information
Firm type
Principal job function

Investment Strategies
Strategies classified as alternative investments
Sectors classified as alternative investments
Current alternative assets allocation by product structure

  • ETFs
  • Mutual Funds
  • SMAs
  • Unregistered funds/L.P.s
  • Closed-end funds
  • Other Products

Experience With Alternatives
Purposes and frequency for using alternative investments
Driving forces behind the use of alternative investments
Biggest obstacles to using alternative investments

Investment Trends
Percentage of client portfolios that include alternative today—and in 2015
Percentage of client total assets allocated to alternative—and in 2015

About The Survey Respondents
Years of experience
Number of clients
Member of team vs. independent
Assets under management



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