Intelligent Partnership has just published its comprehensive 148 page guide to Alternative Investments. The Guide covers 8 different investment sectors and 763 investment products. You can download your copy for free and gain up to 5 hours CPD from the IFP, CII and PFS.
The Alternative Investment Report 2014 is the No. 1 source for comprehensive and independent analysis of real asset based alternative investments. It will help you:
• Gain valuable market intelligence across 148 richly-detailed pages
• Get a deep insight into 8 different investment sectors
• Benefit from analysis of 763 investment products globally
• Access the most up to date information to aid whole of market understanding
Advisers looking to educate themselves or broaden their investment offering can download a complimentary copy and claim 5 hours CPD from the IFP, CII and PFS for time spent on the report.
Your complimentary copy of the 2014 Alternative Investment Report on Real Assets is available by clicking here:
Please Note: The report does not provide recommendations but it does aim to be subjective and highlight areas of concern in the market. This includes key obstacles to be aware of when advising on alternatives, and ensuring that clients fully understand the risks associated with each investment
Some key findings from this industry report...
Intelligent Partnership have identified over 750 alternative investments which have been marketed to retail investors
• Several factors, such as product failures, scams and restrictive actions by the FCA have changed the regulatory landscape for alternative investments during 2013
• 100% of respondents from the Alternative Investment Summit agreed that more advisers should consider alternative investments for their clients
• Several mainstream markets have started to recover from the financial crisis but there is likely to be a large amount of volatility when the central banks withdraw stimulus and raise interest rates
• The FCA implemented PS 13/03, which came into force in January 2014, to restrict UCIS from ordinary retail investors, narrowing the market but ultimately protecting investors from poorly conceived products
• There's been a decrease in SIPP transfers as the FCA has tightened its grip on the alternative investment market, but a survey of SIPP industry experts showed that 43% believed it was OK to sell the product, then introduce the SIPP as a way to invest in it
• The number of firms distributing alternative investments has shrunk from 500 in 2012 to around 200
• Somewhat surprisingly 85% of new investment into alternative investments is made via an investment platform
• There are several alternative investment structures, all offering different degrees of liquidity and regulation, with directly held asset purchases being the least regulated