The Growing Opportunity in Retail Alternatives

This whitepaper discusses the increasing interest of retail investors in non-public alternative investment vehicles. It outlines the growth trends in this market, driven by both push and pull factors, including the accumulation of wealth among individuals and the desire for diversification beyond traditional investments. The document highlights the pivotal role of technology in facilitating access to these investment opportunities and the need for fund managers to adapt their strategies to cater to a broader audience. It details the emergence of innovative products such as alternative mutual funds and interval funds, which are gaining popularity among mass-affluent investors. The paper also addresses the challenges faced by private wealth advisors in navigating this evolving landscape and emphasizes the importance of education and technology in bridging the gap between advisors and fund managers. Overall, the document presents a comprehensive view of the retail alternatives market and its implications for fund managers seeking growth in this sector.