The case integrating real assets and alternatives in client multi asset portfolios
In brief:
- Seneca IM research shows nearly all advisers (96%) surveyed believe alternatives are an important consideration in a client’s overall asset allocation
- Many felt that alternatives offer a clear diversification benefit (58%) along with the ability to generate Income and Alpha (52%).
- But perceptions around inaccessibility and costs persist
- Seneca IM’s solution combines alternatives with more traditional asset classes such as equities and bonds to create a true multi-asset approach
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