Advisor Trends in Private Markets 2022
When it comes to navigating today’s challenging markets, more financial advisors are looking beyond traditional investments for sources of opportunity.
Key Takeaways from the Survey:
- More than 80% of SHOOK-ranked advisors in the survey plan to increase client allocations to alternatives over the next two years.
- Real estate, private equity, and private credit are the three most commonly cited types of alternative investments used by these advisors.
- More than half believe that alternatives help differentiate their practices.
- More than half, or 51%, cited reputation as the most important criteria when selecting a manager.