New research reveals key trends, opportunities and challenges facing Institutional investors In alternative investments
, /PRNewswire/ — Clearwater Analytics CWAN (NYSE: CWAN), a leading global provider of SaaS-based investment management, accounting, reporting and analytics solutions, today announced the release of its 2024 State of Alternatives study. The report includes more than 230 executive participants from industries including insurance Wealth and asset management, companies, government agencies, pensions and endowments. In Assets Under Management (AUM), it provides an overview of emerging trends, opportunities and challenges related to alternative investments.
“Alternatives remain one of the most interesting asset classes across institutional investing today,” he said. Chief Revenue Officer at Clearwater Analytics. “As investors continue to scan the alternatives market for opportunities, many challenges and trends are becoming clearer. The State of Alternatives 2024 study highlights the key factors and developments that will shape the alternatives landscape in the short, medium and long term.”
Download the Alternatives 2024 Case Study today. Key findings in this year's report include:
Institutional investors are planning to increase alternative investments
According to the study, 55% of institutional investors plan to increase their alternative investments over the next five years, while only 6% said they plan to reduce their alternative investments. Additionally, 35% of respondents said they plan to add to their alternative allocations based on current market conditions.
Regulatory complexity is a major barrier to alternative investments
According to the study results, more than a third of participants (34%) said that regulatory complexities were the main obstacle to investing in alternatives, followed by operational burdens/lack of experience (24%) and limited access to quality opportunities (15%).
Data and reporting represent the biggest operational challenges
According to the study results, when asked about their biggest areas of operational improvement, 28% of respondents cited data consolidation, followed by management and/or customer reporting (19%), integration with service providers (19%), and better regulatory reporting. (16%).
Most importantly, the study underscores the urgent need for advances in operational efficiency and software capabilities. A whopping 72% of responses indicated a need for improvement in all of the focus areas mentioned.
“We are not surprised by these results,” he said. “They indicate a clear consensus on the importance of innovation in technological infrastructure to support the increasing complexity and size of alternative investment portfolios.” Global Head of Alternative Investment Solutions at Clearwater Analytics. “Survey respondents unanimously agreed on the need for better resources and technology to efficiently manage alternative investments and mitigate the impact of the barriers mentioned.”
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About the Alternatives 2024 Case Study
Clearwater Analytics The survey surveyed more than 230 institutional investor executives, including insurance companies, wealth/asset managers, corporates, government, pensions and endowments. In assets under management (AUM) during .
on Clearwater Analytics
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution that automates the entire investment lifecycle. Through a single instance, multi-tenant architecture, Clearwater delivers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Every day, leading insurers, asset managers, corporations and governments use Clearwater's trusted data to drive efficient and scalable investing in more than… In assets that include traditional and alternative asset types. Additional information about Clearwater can be found at Clearwateranalytics.com.