In this conversation we discuss both the changing nature of demand for alternative assets as well as their supply.
Matt explains how CAIS is creating the bridge between the alternative investment firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts.
Matt discusses the size of the market opportunity, how technology is enabling this rapid transition, and helping solve the problem of unequal access to “alternatives”.
He talks about branding within this space, competition, regulation and how Mercer are providing core due diligence to introduce independence to the arena.
The discussion then moves to how investors are re-appraising the traditional 60/40 allocation to bonds and stocks, to incorporate a wider portfolio including alternative investments.
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