Wealth Market Reports

Use of Hedge Funds and Private Equity in the Portfolios of the Wealthy

In particular, this report identifies how the investor became aware of the investment, what their expectations are for information regarding the investment, their perceptions of various providers and their likelihood to remain in or expand their allocation to these investments. The analysis includes interviews with more than 200 investors with more than $25 million in net worth and a sampling of individuals with a net worth over $5 million.

 

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Investor Perceptions of Socially Responsible And Impact Investing

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Asset Allocation, Portfolios and Primary Providers - Millionaires

 

Articles You Might be Interested In: 

Spectrem Group Report Shows Hedge Fund and Other Alternative Investments Increase With Wealth 

Survey: Interest in Alternatives Grows With Wealth - FinAlternatives, December 11, 2014
Hedge Fund and Other Alternative Investments Increase With Wealth, Says Spectrem Report
Spectrem Group Report Shows Hedge Fund and Other Alternative Investments Increase With Wealth 
Swedroe: Hedge Funds are Status Symbols

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Use of Hedge Funds and Private Equity in the Portfolios of the Wealthy