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Gone are the days when hedge funds or real estate holdings in a retirement portfolio were considered unusual. According to Investment News’ Alternatives in the Mainstream report, average allocations to alternatives could increase from 10% to 14% of a client’s portfolio by 2020, representing nearly $150 billion in net flows to independent advisers alone. This whitepaper from Equity Institutional examines the changing role of alts in retirement portfolios, factors behind the rise in allocations, and overcoming the disconnects in the education process. |
