一项最新调查揭示,当前高达95%的投资顾问已在客户的投资组合中配置了另类投资资产。这一数据凸显了另类投资在主流财富管理策略中日益增强的渗透力。
尽管采用率显著提升,但调查同时指出,对流动性的担忧仍然是阻碍另类投资更广泛实施的首要障碍。顾问们在寻求多元化收益来源与满足客户潜在的即时资金需求之间,持续面临着平衡的挑战。
一项最新调查揭示,当前高达95%的投资顾问已在客户的投资组合中配置了另类投资资产。这一数据凸显了另类投资在主流财富管理策略中日益增强的渗透力。
尽管采用率显著提升,但调查同时指出,对流动性的担忧仍然是阻碍另类投资更广泛实施的首要障碍。顾问们在寻求多元化收益来源与满足客户潜在的即时资金需求之间,持续面临着平衡的挑战。
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