Alts Leaders Survey

This survey is by invitation only. It is to be completed by senior decision-makers at the firms responsible for selecting and approving alternative investment offerings for distribution to private wealth clients. These include top executives at national banks, regional broker-dealers, large RIAs, and independent platforms who collectively influence the vast majority of new capital flows into private market strategies. The name of the survey is "Alts Leaders" because if you've been invited to participate, that is who you are. Last year, survey participants represented 88% of new capital flows in Private Wealth. The survey, therefore, is not a sampling but a comprehensive assessment of the thoughts and preferences of the private wealth market almost in its entirety.

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Thank you for the considerable time and thought you devoted to completing the survey. After the survey closes, you will receive benchmarking data comparing your responses to your peers. Once again, thank you for your time and commitment to improving investors' prospects by using private market investment opportunities in their portfolios.