Traditional diversification and portfolio construction strategies need a makeover, according to a new survey of 163 U.S.-based financial advisors.
Natixis Global Asset Management also found that advisors are questioning the relevance of asset allocation strategies that rely on a 60/40 mix of stocks and bonds and long-term, buy-and-hold approaches.
Investment advisors interviewed for the survey said they increasingly are turning to alternative investment strategies even for clients who aren't considered high net worth. Half of advisors polled said they regularly employ alternative investing strategies across their client base, with 79 percent saying they do so to improve diversification, 68 percent to reduce risk, 51 percent to enhance returns, and 42 percent to dampen volatility.
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