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Bofa survey: Significant increase in demand for alternative investment products

Published 21/06/2024, 12:10 am
© Reuters.

Analysts at Bank of America (NYSE:BAC) released a note covering its recent Financial Advisor Survey for the second quarter, noting that a growing number of advisors monitored a significant increase in client demand for alternative investment products.

There was "high demand for Alts in the private wealth channel given reemergence of a bull market and very low current allocations," said analysts at Bank of America, although they note the secular theme of increasing allocations to alternative investments in the retail channel is still in the early innings.

"Diversification/low correlation to public equities as well as higher long-term returns are still the number one drivers in demand for Alts," said analysts at Bank of America. They also note that the breadth of Alt products and sales efforts have expanded significantly.

They explain that this can especially be seen in sales teams' educational efforts for advisors to understand products.

Elsewhere, the bank's analysts state that the majority (71%) of advisors still haven't started reallocating most/some of client cash balances to lock-in higher interest rates but they plan to.

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