Alternative investments are apparently too complicated to explain to clients, according to 1,300 global financial advisors surveyed by Natixis Global Asset Management.
Advisors recognize that alternative strategies, including hedge funds, private equity and long-short investments, can play an important part of a client's portfolio, but only one-quarter of them use them regularly. The main reason for staying away is that they are too difficult to explain to clients, the survey found.
Nearly three-quarters of survey respondents said they thoughts sales materials for these strategies needed to be written in plain English.
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