A New Vantage Point: The FAI Certificate Program - 1

Anticipating the Source for the
Next $20 Trillion in Investments
A
lternative investments have garnered significant, well-deserved attention from
institutional investors due to their diversification potential, return enhancement abilities,
and long-term focus. Currently exceeding $20 trillion, alternative investments are a
staple in institutional investor portfolios. However, a pressing question looms:
Where will the next $20 trillion originate?
Some insights that can guide us in answering this question -
* According to Bain & Company, individual investors constitute 50% of global Assets
Under Management (AUM) across all asset classes. Surprisingly, only 16% of private
equity AUM is owned by individual investors, indicating a significant untapped
potential in this sector.
* Cerulli Associates reports that the average financial advisor portfolio allocates
approximately 5.8% to alternative investments. This figure pales in comparison to
some of the largest asset owners who boast allocations ranging from 30-50% towards
alternative investments, signaling an opportunity for substantial growth in this sector.

https://www.bain.com/insights/private-asset-investing-desperately-needs-new-market-infrastructure/ https://www.cerulli.com/reports/us-alternative-investments-2023?utm_source=MarketingCloud&utm_medium=email&utm_campaign=230912+Alts+Non+Buyers&utm_content=Alts+2023+Non-Buyers

A New Vantage Point: The FAI Certificate Program

Table of Contents for the Digital Edition of A New Vantage Point: The FAI Certificate Program

A New Vantage Point: The FAI Certificate Program - Cover
A New Vantage Point: The FAI Certificate Program - 1
A New Vantage Point: The FAI Certificate Program - 2
A New Vantage Point: The FAI Certificate Program - 3
A New Vantage Point: The FAI Certificate Program - 4
A New Vantage Point: The FAI Certificate Program - 5
A New Vantage Point: The FAI Certificate Program - 6
A New Vantage Point: The FAI Certificate Program - Back Cover
https://www.nxtbookmedia.com