Alt Investments
If Armed With More Insight, Asia-Based HNW Women Would Raise Alternatives Exposure – Survey

Asia's high net worth women are eager for education about alternative investments, a survey says.
A survey of HNW female investors in Singapore, Hong Kong and
Taiwan finds that 89 per cent of them would boost exposures to
alternative investments – such as private equity and hedge funds
– if they were better informed about how these investments should
sit in a portfolio.
The survey, from Brookfield's Alts Institute, said it found that
HNW women in Asia have strong interest in alternative
investments, with financial advisors playing a critical role in
helping them access and understand these opportunities.
Conducted by CoreData on behalf of Brookfield's private wealth
business, the latest Alts Institute survey examined the attitudes
and behaviours of The findings come from 275 investors with
at least $2.5 million in household investable assets.
The survey found that 83 per cent of HNW women it questioned hold
alternatives.
The term "alternative" investment – covering areas such as
private equity, credit, venture capital, infrastructure, real
estate and hedge funds – has been around for the best part
of 30 years, suggesting that the name is perhaps outdated. A
shift from public to private equity markets in recent years, for
example, has pushed private market investing up the agenda. A
decade-plus of ultra-low interest rates following the 2008
financial crash, as well as higher disclosure requirements on
listed firms, and a desire for the illiquidity premia available
on non-listed markets, have fuelled the trend.
Key findings
Some 94 per cent of respondents think that diversification is
critical to managing portfolio risk, and 91 per cent are
primarily focused on long-term investing. Some 87 per cent trust
their advisor to make the right decisions on alternatives but
still want to understand their investments, while 89 per cent
want their advisor to stay ahead of the curve on new alternative
investment opportunities.
Among women already invested in alternatives, 84 per cent are
satisfied with the performance of their alternative investments,
and the same proportion are open to investing in additional
alternative asset classes which they don't currently own.
For those seeking to increase their exposure, 89 per cent want
their advisor to speak to them more about alternatives, and 55
per cent said they have moved, or would consider moving, to a new
advisor in order to have better access to high-quality
alternatives. Some 74 per cent said they would begin investing in
alternatives if their advisor expalined the portfolio's
overall benefits rather than the product itself.
Women & Wealth initiative
Brookfield launched its Women & Wealth initiative to help
advisors navigate the evolving demographic landscape driven by
the Great Wealth Transfer and the growing influence of women
investors within wealth management. The global programme provides
advisors with actionable insights, educational content and
practical strategies to engage female clients more effectively
and address changing expectations for financial planning,
portfolio construction and long-term wealth management,
Brookfield said.
It also offers a series of curated events in Hong Kong,
Singapore, the US and Switzerland with Brookfield investment
professionals and industry experts.
The Alts Institute will release new global research next month
looking at portfolio construction and implementation, offering
insights into how advisors are positioning alternatives within
client portfolios, the group said.
New York-headquartered Brookfield Asset Management has more
than $1 trillion of AuM across infrastructure, energy, private
equity, real estate and credit.