公司战略与市场定位 - Edward Jones通过与CAIS合作扩大另类投资产品选择 并同时加强其针对美国高净值投资者的私人客户服务Edward Jones Generations [2] - Edward Jones正在对其20000名顾问进行细分 重点聚焦于最具潜力的机会 而非一次性要求全部顾问参与 [4] - Focus Financial旗下网络中的公司服务于已大量配置私募市场资产的高净值投资者 这为公司更广泛地拓展此类资产提供了洞察 [4] 另类投资采纳的挑战与方法 - Edward Jones面临的主要挑战是从全公司范围私人市场投资配置几乎为0%的基础上起步 且顾问经验水平不一 部分需要大量教育 [3] - 公司认为采用另类投资是帮助顾问更全面地服务客户 从而拓宽客户投资组合的工具 [4] - Focus Financial将进军私募市场视为对市场现状的必然适应 是提供全面建议的自然演进 关乎生存必要性 [4]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. RIAs are lagging behind wirehouses in their adoption of alternative investments for clients, according to survey results released by research firm Alternative Investments Market Intelligence. The survey found that national RIAs committed to investing in alternatives reported that 29.9% of their clients hold alternative investments, with a weighted average allocation of 11.2%. Those figures imply ...