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.
Private equity can be a valuable addition to a well diversified portfolio, but may not be appropriate for all investors; learn which five questions you should ask before making a private equity investment.