We recently surveyed 375 wealth managers about their expectations of integrating technology and how it would benefit their business, based on their age. Our new research report shares that younger wealth managers see game-changing possibilities in the benefits technology can bring to the practice of money management.
We recently surveyed more than 450 advisors about their use of and perspectives on alternative investments. Our new research report shares how experienced advisors source and allocate to private equity funds, hedge funds and direct deals, the challenges that impact their ability to invest and their future plans for each asset type.
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.
Second-generation SFOs have a particular propensity for direct deals, with 71% increasing their direct allocations relative to last year and 82% intending to do so in the future.
90% of SFOs increased their private equity exposure over the past year, either through funds or direct investments.
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.
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.
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.
We surveyed single-family offices in our network about their impact investment programs, including allocations, future deployment plans, and key drivers of interest.
We surveyed RIAs in our network about demand for impact investments from their clients, including allocations, future deployment plans, and impact themes of interest.
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.
This infographic summarizes key statistics from our survey of over 400 independent RIAs on their use of private equity.
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.
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.
This infographic summarizes findings from our comprehensive report on single-family offices’ use of private equity, including current allocations, performance and future plans.