The Role of Technology in Managing Alternative Investments

Four reasons why advisors are embracing the key role alternative investments can play in client portfolios. Read more

Nearly half of advisors surveyed say due diligence is their greatest challenge when managing alternative investments. Read more

On average, most firms dedicate two staff members and 10 hours or more per week to alternatives management. Read more

Almost half of advisors manually manage data associated with alternatives—but most plan to move to automated service. Read more

Four out of five advisors fear that outsourcing alternatives management could result in lack of transparency and control. Read more

While about 40% of respondents have made the move to automated technology to manage data, another 44% are considering the shift, especially among larger firms. Read more