Trends in Alternative Investments

The report will enable subscribers to:

Project Future Growth
Measure current allocation to alternatives and forecast future use two years from now

Assess Current Use
Uncover how advisors and investors access and allocate alternative investments across liquid, semi-liquid and illiquid investments

Identify Barriers and Drivers
Understand the appeal and concerns advisors and investors voice toward alternative investments

• Web-based survey
• 600–650 registered financial advisors across five channels who have an active book of at least $5 million, with a median AUM of $100 million
• 3,500 affluent investors with $100,000+ in household investable assets, excluding primary real estate
• Representative samples allowing for subgroup analyses by key variables (advisors: channel and AUM, non-, light and heavy users of alternative investments; investors: generation and investor status (accredited, qualified, other)

Financial Advisors

• Advisors’ use of alternative investments (AUM allocation and types of alternatives used)
• Allocation of alternatives within the portfolio and how these investments are assessed
• Barriers and accelerants to entry
• Asset manager brand section (awareness, familiarity and aided consideration by private equity, private credit, real estate and infrastructure)
• Deep dive into advisor conversations with clients (Where do they feel least prepared? Where do they go for information and education on alternative investments?)

Affluent Investors

• Profile of the accredited investor and qualified purchaser
• Investor interest in and usage of alternative investments (including attitudes toward)
• Interest in liquidity ranges (liquid, semi-liquid or illiquid)
• Vehicle and asset manager use
• Risk and return expectations

Publication Date: April 2026
Deliverables:

• Printed report with product and brand analyses, commentary and strategic implications
• Custom data cuts and survey work by senior analysts available