2023 Ninepoint Alt Sentiment Survey

Majority of surveyed Advisors plan to increase exposure to Private Credit over the next 12 months

At the second annual Alt Thinking Global Investment Forum in Toronto, September 20, 2023, Ninepoint hosted over 400 of Canada’s top financial advisors for a half-day exploration of the latest thinking on asset allocation. An additional 354 advisors across the country participated through the live streaming version of the event.

An Alternative Investment Sentiment Survey was conducted during the conference with over 100 of the attendees. The survey results follow. Results are not statistically significant and should only be used for directional purposes.*

38% of surveyed Advisors have allocated under 5% Alternatives to their client portfolios

56% have allocated under 5% Private Debt to their client portfolios

83% expect to increase allocations to Alternatives in the next 12 months

63% expect to increase allocations to Private Debt in the next 12 months

18% expect to allocate to Private Debt if inflation proves to be persistent

61% are neutral or positive about the Private Debt asset class

44% believe diversification is Private Debt’s primary advantage

48% believe that liquidity is Private Debt’s primary disadvantage

* Survey was conducted on September 20, 2023. Respondents included: 71 financial advisors, 7 institutional allocators, and 22 other investment managers. Results above reflect financial advisor responses only.

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