A new survey conducted by CION Investments, YCharts, and Compound Insights found that alternative investments have become a mainstream component of wealth management, with 95% of financial advisors now incorporating alternatives into client portfolios. Advisors cited portfolio diversification, downside protection, income generation, and access to opportunities unavailable in public markets as the primary reasons for increasing allocations. The research also indicates that client demand is helping drive adoption, as investors seek strategies that may provide greater resilience during periods of market volatility.

Despite the widespread use of alternative investments, advisors continue to face challenges in expanding allocations. Liquidity concerns remain the most significant barrier, followed by product complexity, client education, and due diligence requirements. The survey suggests that advisors are increasingly looking for investment solutions that combine institutional-quality private market exposure with improved liquidity, transparency, and educational resources. As product innovation continues and investor familiarity grows, the report concludes that alternatives are likely to play an even larger role in diversified client portfolios.

Read the full article: Yahoo Finance – “95% of Advisors Surveyed Are Now Using Alternative Investments in Client Portfolios, While Liquidity Concerns Remain a Top Barrier to Broader Implementation“