Study Finds Women Look to Alternative Investments More Than Men

Wealthy women are more likely to put their money in alternative investments, such as private equity and commodities, than their male counterparts, according to a recent New York Life study.  The study looked at high net-worth investors with at least $1 million to invest and already had alternative assets.  

The study showed that women had a 27% allocation to the alternative sector, while men had a 20% allocation.  Of the women who responded in the study, 52% said they held their investments in commodities, compared to 46% for men.  The study also showed that 49% of women held stakes in private equity, compared to 35% for men.  Both men and women had indicated that they have increased their allocations to alternative investments in the past year.  

The researchers say that women maybe more interested in looking beyond traditional investments because they typically have longer life spans and need to save more for retirement as a result.  While women traditionally tend to be more conservative when it comes to investing, this study indicates women are becoming more moderate.  

According to Boston-based research firm Cerulli Associates, assets in alternative mutual funds are expected to double in the next year from 3% to 6%.

This Alternative Investing News update was provided by Vantage Self-Directed Retirement Plans.  Alternative Investing News provides online alternative investing video news content and is a featured network of Sequence Media Group

J.P. Dahdah

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors. In 1999, he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. In June 2004, Mr. Dahdah founded his second company, Entrust Arizona, LLC. Entrust Arizona provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios. Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012. Mr. Dahdah has been happily married since 2008 to his wife Erin and is the proud father of his daughter, Liliana Sofia and son, Juan Pablo II.