Bloomberg Surveillance · Monday, September 28, 2026
The traditional 60-40 portfolio allocation is shifting towards a 40-30-30 model, with increasing exposure to alternative investments. This trend is driven by a greater availability of alternative products and growing demand from both individual investors and financial advisors.
“Yeah, I think what you see, and it's occurred over the last five years and it's continuing to drive, but is this change in the traditional 60-40 trend portfolio asset allocation into more of a 40-30-30.”
“And so you see increasing exposure into alternatives. There's a lot of burst of product availability and more advisors are bringing that into the portfolio construction.”
“And so by extension, you see demand out there for end investors as well as through our advisors.”