As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain consideration. Prequin’s 2022 Global Alternatives Report states alternatives AUM closed at $13 trillion in 2021 and is on track to reach 11.7% growth ($23 trillion) by 2026. No doubt, record-breaking volatility in traditional markets continues to push investors away from cookie-cutter portfolio management plans.
The Federal Reserve Board’s annual survey found only 45% of workers aged 45 – 59 say their retirement savings are on track, and only 52% of those aged 60+ agree. Recent economic conditions and high inflation have many of us questioning…do I have enough saved and is my portfolio diversified enough to weather ongoing steep market swings?
Fortunately, the average self-directed IRA investor tends to be ahead of the game – in our second annual Investor Survey, SDIRA investors provided insights on how the current economy is impacting their investment strategies and retirement confidence. In STRATA’s 2022 Investor Survey Report, more than 1,400 SDIRA investors weighed in on their view of how volatile conditions are influencing their decisions, how they typically use SDIRAs and alternative investments, current alternative asset holdings and where they see their portfolio heading in the next 12-24 months. Additionally, the report details ESG (environmental, social, and governance) investments and how important this focus is for their investment decisions.
For in-depth insight on alternative investment trends and how SDIRA investors continue to navigate this tumultuous time – check out our 2022 Investor Survey Report.