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Russell Alternative Survey

Survey results report:
Allocation to alternatives
expected to increase by over
a third, from 14% to 19%, by 2012

Evaluation and re-commitment: The next phase for alternatives

According to the latest Russell Investments' 2010 Global Survey on Alternative Investing, institutional investors are sticking with alternatives and are, in fact, expecting to increase their allocations to alternatives from 14% to 19% over the next two to three years.

"As we decrease the proportion of return-seeking assets, we certainly are not looking to decrease alternatives. It's the equities that are taking the hit." –Interview Comment

Allocation % among alternative types vs. expectations

The survey finds real estate, private equity and hedge funds remain the preferred alternative types, but there's increased interest in commodities and infrastructure as value sources given inflation concerns. And while institutional investors like alternatives, there is also a rising tide of risk-consciousness among the survey respondents. Most of them are emphasising an increased need for transparency and are demanding greater accountability from their alternative investments providers.

The Russell Investments' 2010 Global Survey on Alternative Investing captures – in quantitative data and qualitative interviews – the experiences of individuals who are "on the front lines" of institutional investment decisions. It also documents the evolving changes in philosophies, policies, allocations and attitudes among diverse global institutions that participate in alternatives.

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Issued by Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM). This document provides general information only and has not prepared having regard to your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. This information has been compiled from sources considered to be reliable, but is not guaranteed. Copyright © 2010 Russell Investments. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. First used June, 2010.