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2025 Report: The State of Alternative Investments in Wealth Management

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Discover key insights from the third annual CAIS-Mercer Alternative Investment Survey, where hundreds of financial advisors shared their perspectives on allocating to alternative investments.

Our report, The State of Alternative Investments in Wealth Management, delves into the tools and strategies advisors are using, the private market themes shaping their decisions, and how allocations to alternative asset classes and structured notes are evolving.

Download the Report to Access Key Findings From Our Survey

Explore how financial advisors like you are integrating alternatives into their portfolios.

Download now