RESEARCH

RESOURCES INSIGHTS BLOGS VIDEOS PODCASTS GLOSSARY

RESEARCH

Surveys of iCapital’s member network and custom market research provide a benchmark for how high-net-worth investors and their advisors use alternative investments.

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    Single-family Offices and Alternative Investments

    Nov 2017

    We provide findings from our survey of 157 single-family offices about their use of private equity funds, hedge funds, and direct private company investments, including recent allocation changes, future plans and differences in behavior across first generation-led family offices and those managed by second generation family members.

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    Alternative Investments Survey

    Jul 2017

    As part of our regular survey series, we queried our investor network about their use of alternatives, including current allocations, preferred structures, and top investment strategies of interest.

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    iCapital Investor Network Direct Deals Survey

    Nov 2016

    We surveyed our investor network about their direct investment programs, including number and average size of deals completed, preferred types of direct deals, and interest in direct private real estate transactions.

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    iCapital Investor Network 2016 Presidential Election

    Nov 2016

    Post the surprise result of the 2016 U.S. presidential election, we asked our network for their thoughts on implications for economic growth, market volatility, tax policy and alternative investments.

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    Single-Family Offices and Impact Investing

    Aug 2016

    We surveyed single-family offices in our network about their impact investment programs, including allocations, future deployment plans, and key drivers of interest.

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    Wealth Advisors and Impact Investing

    Aug 2016

    We surveyed RIAs in our network about demand for impact investments from their clients, including allocations, future deployment plans, and impact themes of interest.

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    Registered Investment Advisors and Private Equity

    Jun 2016

    We provide findings from our survey of over 400 advisory professionals about their use of private equity over the past five years, including preferred methods of investing, client assets invested, ways of sourcing new opportunities, perspectives on client demand and perceived obstacles.

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    INFOGRAPHIC - Registered Investment Advisors and Private Equity

    Jun 2016

    This infographic summarizes key statistics from our survey of over 400 independent RIAs on their use of private equity.

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    iCapital Investor Network Hedge Fund Survey

    Jun 2016

    As part of our regular survey series, we queried our investor network about their use of hedge funds, including current allocations, preferred structures, and top investment strategies of interest.

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    Single-Family Offices and Private Equity

    Nov 2015

    We provide findings from our survey of 162 single-family offices about their investments in private equity over the past two years, including allocations, preferred ways of accessing the asset class, performance results and future plans for their private equity programs.

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    INFOGRAPHIC - Single-Family Offices and Private Equity

    Nov 2015

    This infographic summarizes findings from our comprehensive report on single-family offices’ use of private equity, including current allocations, performance and future plans.