UK Private Markets Study – UKPIMS

This study provides a detailed analysis of the views and appetite of UK professional retail and institutional fund investors for private assets, based on survey responses from 275 participants and 25 in-depth qualitative interviews that enrich the quantitative findings.

• An annual, multi-stakeholder study into market understanding of, and appetite for, private equity, private credit, unlisted infrastructure, and unlisted real estate
• Launches at a critical juncture for the industry, as regulators and asset managers seek to open private assets to a broader investor audience
• The study profiles target clients in the UK, exploring attitudes, needs, and barriers to investing in private markets. Geographical coverage will be expanded in future waves
• Competitor benchmarking enables stakeholders to learn who the perceived market leaders are overall, as well as for specific asset classes
• Research is a combination of an online quantitative survey and qualitative depth interviews to provide answers to key questions as well as rich insight
• Research across both retail intermediaries and institutional investors

Explores current demand – 

Discover typical allocations to different private asset classes and sub-sectors, as well as
future allocation intentions.

Learn about current knowledge, interest, and usage of product wrappers, such as LTAFs.

Assess the appetite for sustainable investment strategies within private assets, as well as the influence of Consumer Duty on distribution.

Client profiles – 

Build more detailed profiles of institutional and retail client segments in the UK, to tailor sales, marketing and support accordingly.

Explore attitudes towards a variety of topics including perceived benefits and risks, liquidity requirements, income demand, education gaps, investment horizons, and tactical vs strategic allocations.

Determine how clients currently access private assets and select providers, and which information sources are most used.

Benchmarking against peers

See which asset managers are perceived as market leaders overall, and for specific asset classes.

Understand nuances in views of traditional asset managers and pureplay private assets
specialists.

As a stakeholder of the report, measure your performance versus a specific competitor set on a variety of prompted metrics such as familiarity, Net Promoter Score, and satisfaction.

For more information contact Mark McFee.