Advisor Pulse – Fall 2026
The latest views from financial advisors surveyed globally [ 1 ]
Client demand for private markets is strong
Client interest in private markets is translating into action. With most surveyed advisors reporting that clients are already invested and increasing allocations, the conversation is shifting from whether to allocate to how much—and what role private assets should play alongside public markets.
How Receptive Are Your Clients to Private Market Investments Today?
As allocations grow, private markets are becoming a core allocation
As allocations grow, private markets are taking on a more central role in client portfolios. Half of surveyed advisors now incorporate them as a core allocation, signaling a shift beyond tactical exposure toward a more strategic component of long-term portfolio construction.
When Building Client Portfolios, How Do You Typically Incorporate Private Markets?
Return enhancement and diversification top clients’ portfolio objectives
Right now, enhancing long-term returns and improving diversification are clients’ top portfolio priorities.[ 2 ] At the same time, advisors are being asked to mitigate public market volatility, generate income, and manage taxes more efficiently. This need for multiple outcomes helps explain why private markets are becoming a core allocation in client portfolios.
Advisors are using private equity to pursue enhanced returns and diversification
Financial advisors are using private equity as one way to pursue clients’ top portfolio objectives. Diversification from public equities and long-term capital appreciation are the leading reasons for allocating,[ 2 ] while access to a broader opportunity set can further expand where and how clients participate in economic growth.
What Is the Primary Reason You Allocate to Private Equity Within Client Portfolios?