Private market investments are becoming a core component of modern portfolios as advisors seek diversification, differentiated return potential, and access to opportunities once reserved for institutions. With global private market assets approaching $16 trillion and the traditional 60/40 portfolio steadily evolving, advisors are increasingly expected to evaluate private investments alongside public ones. For members of the Investments & Wealth Institute and CIMA® professionals, many foundational manager selection principles still apply—but private markets introduce additional layers of complexity. This article explores why deeper due diligence is essential, how private market growth cuts both ways, and the critical questions advisors should be asking asset managers as private investments move further into the mainstream.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
