Alternatives in Wealth Management

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2025-09-02

In this episode of Alternative Allocations, Loren and Tony discuss the growing trend of advisors adopting alternative investments in wealth management. They talk about the primary drivers for this adoption, including diversification, risk mitigation, and the potential for higher returns. They note, however, that the process is fraught with challenges, such as the complexity and time required to understand these products, and limited access through many firms. To help advisors overcome these hurdles, asset managers are investing in education, digital content, and the development of model portfolios and blended public-private products. Loren Fox is the Director of...