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Stock impact report

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) 
US:NYSE Investor Relations: bam.brookfield.com/en
Company Research Source: GlobeNewswire
NEW YORK, Oct. 08, 2024 (GLOBE NEWSWIRE) --  Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today revealed key findings from its new survey of high-net-worth investors and financial advisors. Conducted by independent research organization CoreData, “The Alts Institute” Alternative Investing Survey surveyed high-net-worth (HNW) investors in the U.S. and Canada with at least US $2.5 million in household investable assets and financial advisors with an average of US $633 million in practice assets under management. Key findings among HNW investors: Those who are already invested in alts want more: 88% of alts users are open to investing more into alternatives.78% of alts users would like to invest in a greater variety of investments beyond what they already own.81% believe that having an alternatives allocation will drive stronger long-term outcomes than a traditional portfolio.More than half would Show less Read more
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