Schroders Global Investor Insights Survey 2024 | Key Takeaways
- Editor
- Jan 5
- 2 min read
Updated: Jan 7
What's New
The 2024 Schroders Global Investor Insights Survey reveals the perspectives of over 1,700 wealth advisers worldwide, emphasizing optimism despite economic uncertainties. Key focuses include client return expectations, intergenerational wealth transfer, and increasing allocations to private markets driven by demand for higher returns and diversification.
By The Numbers
62% of wealth advisers globally are optimistic about meeting client return goals within 1-2 years.
59% consider wealth transfer as a top priority, with 66% in the Americas leading these discussions.
55% of advisers already invest in private markets; another 19% plan to allocate in the next two years.
Key Trends to Watch
Intergenerational Wealth Transfer: Advisers face challenges engaging younger generations, with opportunities for more proactive strategies in EMEA and APAC.
Private Market Expansion: Renewable infrastructure equity and multi-private asset solutions are gaining traction for diversification and sustainable growth.
AI Integration: While 42% see AI as an opportunity, 49% recognize both potential and risks, primarily in workflow efficiency and client engagement.
Management Sentiment
Optimism: 62% of advisers globally express confidence in achieving client goals despite economic headwinds.
Caution: American advisers are slightly more reserved, reflecting election-related uncertainties.
AI Perspective: Two-thirds of advisers view AI positively for internal operations, especially investment research.
Overall Sentiment
Liquidity Concerns: 50% of advisers globally identify the lack of liquidity as a significant challenge for clients, given the typically long investment horizons associated with private markets.
Client Knowledge Gaps: 42% cite insufficient client understanding of private markets as a barrier, emphasizing the need for education on this asset class.
Transparency Issues: 33% highlight a lack of transparency in private market investments, which can complicate discussions around valuation and performance.
Bullish Factors
Private market investments, particularly in renewable infrastructure and private equity, are seen as promising high-return opportunities.
Bearish Factors
Liquidity and transparency concerns persist, alongside challenges in engaging clients on sensitive topics like wealth transfer.
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