Did you know?
Did you know?
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?
Did you know?
Did you know?
US Family Offices have an average allocation of 34% to private equity [ 2 ] in portfolios – only 3% of surveyed advisors approach that level. Private equity can serve as a strategic core allocation to individual investors seeking capital appreciation and diversification from public equities. [ 3 ]
What is the average % allocation to private equity in growth-oriented client portfolios?
Did you know?
Did you know?
Private credit has been one of the fastest-growing segments of the financial system over the past 15 years [ 4 ] – it can potentially offer higher yields and less market volatility than traditional fixed income investments. [ 5 ]
What is the average % allocation to private credit in income-oriented client portfolios?
Did you know?
Did you know?
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?
Based on surveys of financial professionals across the U.S., EMEA, and APAC participating in Blackstone programming over the period January-March 2025. Average number of respondents per question: 309. Any views or opinions expressed herein reflect solely the views of the advisors who were surveyed in connection with this survey and/or Blackstone, and such views or opinions are subject to change without notice and may differ from opinions expressed by others. Blackstone has not independently verified the information received from the advisors surveyed and no representation is made as to the accuracy of such information. Any projections, expectations or other forward-looking statements set forth herein are based on assumptions that are uncertain and are subject to many factors, changing market conditions and general economic conditions, and may vary materially from the themes set forth herein. Nothing herein constitutes investment advice or recommendations and this page should not be relied upon as a basis for making an investment decision.
UBS, “Global Family Office Report,” 2024.
Diversification does not assure a profit or protect against losses in a declining market.
Preqin, as of December 31, 2024.
Morningstar, as of September 30, 2024. As of earliest common calendar year inception date. Return and volatility are based on quarterly returns and are annualized over the period October 1, 2015, to September 30, 2024. Volatility is represented by standard deviation. Private Credit is represented by the Cliffwater Direct Lending Index. Traditional Fixed Income is represented by Bloomberg Global Aggregate Bond Index.
There is no assurance that any Blackstone fund or strategy will effectively hedge inflation. Diversification does not ensure a profit or protect against losses.
