How realistic is it and what does it mean if we get there?
The shift from tactical private markets allocation to strategic portfolio integration is accelerating, with 60% of advisors targeting 10%+ allocations according to Hamilton Lane. How do wealth managers move beyond treating private markets as an alternative to more central part of their portfolio? What analytical tools are needed to blend public and private allocations effectively? How do advisors justify 20%+ alternative allocations to clients accustomed to traditional portfolios? What can we imagine downstream if wealth clients follow this advice?
