Advisor Pulse – Fall 2024
The latest views from financial advisors surveyed globally[ 1 ]
Over 80% of advisors believe private market investments attract new clients
Did you know?
Did you know?
Acquiring new clients is often an advisor’s greatest challenge. Offering private market investments can differentiate advisors from the competition and help draw high-net-worth individuals.[ 2 ]
Do private market investments help attract new clients?
Most advisors recommend higher private market allocations
Did you know?
Did you know?
What is the optimally sized allocation to private markets in a moderate-risk client portfolio?
Nearly 70% of advisors expect to increase or maintain private real estate allocations
Did you know?
Did you know?
At the beginning of the year, Blackstone saw signs that real estate values were bottoming. We believe we are at an inflection point in the cycle – a view shared by most surveyed advisors.
Are you expecting to change allocations to private real estate in clients’ portfolios over the next 12 months?
Over 60% of advisors allocate to private equity for diversification benefits
Did you know?
Did you know?
Private equity can serve as a core building block for clients seeking diversification and enhanced returns. With elevated public market valuations and unreliable stock-bond correlations, surveyed advisors are increasingly prioritizing investments that enhance portfolio diversification.[ 5 ]
What is the primary reason for adding private equity in clients’ portfolios in the current environment?