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Advisors' plans to allocate more, less, or about the same to alternatives in the next 12 months

Advisors' plans to allocate more, less, or about the same to alternatives in the next 12 months
Chart by Runway Growth Capital. Source: runwaygrowth.com

A survey chart showing financial advisors' plans for asset allocation across various alternative asset classes over the next 12 months. Private credit and private equity see the highest percentage of advisors intending to increase their allocations.

LabelValue shown on the chart
Private Credit ($500M+ AUM) - Allocate More54%
Private Credit (Total) - Allocate More34%
Private Equity ($500M+ AUM) - Allocate More46%
Private Equity (Total) - Allocate More36%
Real Estate ($500M+ AUM) - Allocate More33%
Real Estate (Total) - Allocate More30%
Hedge Funds ($500M+ AUM) - Allocate More30%
Hedge Funds (Total) - Allocate More23%
Other Real Assets ($500M+ AUM) - Allocate More30%
Other Real Assets (Total) - Allocate More23%

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