More speaking engagements this month, including a slot delivering the ‘Rise and Fall of Alternative Investments’ talk I gave at the AMPS conference in May.

I carried out the same survey of the audience, with slightly different results.

The majority of the SIP audience thought that an allocation to alternatives of between 1-20% was appropriate as part of a well diversified investment portfolio. (However, the only registered IFA in the room voted for 0% allocation). This was the same result as we got at AMPS.

However, whereas AMPS had a pretty much 50:50 split on the question of whether anybody, or only High Net Worth Investors should be allowed to invest in alternatives, the SIP audience were more decisive: a clear majority for High Net Worth Investors only.

And whereas AMPS were split 50:50 on whether alternatives should only be sold as part of an advised process, or if execution only was also acceptable, the SIP audience were again more decisive and more conservative: a clear majority for advised only.

We didn’t have the voting technology we used at AMPS, so this was a straw poll conducted by show of hands – hence no specific results to share with you.

Thanks

Dan

P.S. The talk is largely based around the findings in our annual alternative investment report, AIR (download your copy for free here).