Advisor Pulse – Spring 2025
The latest views from financial advisors surveyed globally.[ 1 ]
Nearly all surveyed advisors want clients to consider private markets
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Given the wide range of objectives clients can pursue with private markets, surveyed advisors see broad applicability. Common objectives include capital appreciation, income generation, and diversification.
Over the next 12 months, do you plan to introduce private markets to clients who have not allocated yet?
A majority of advisors allocate at least 5% to private equity in growth-oriented client portfolios
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What is the average % allocation to private equity in growth-oriented client portfolios?
For income-oriented client portfolios, a majority of advisors also allocate at least 5% to private credit
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What is the average % allocation to private credit in income-oriented client portfolios?
Most advisors allocate to private real assets for capital appreciation and income generation
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Private infrastructure and private real estate have the potential to provide a range of benefits in investor portfolios across market environments. They have a track record of delivering capital appreciation, income generation, inflation mitigation, tax advantages, and low correlation to traditional public asset classes.[ 6 ]
What is your primary objective when allocating to private real assets, such as private real estate and private infrastructure?