Talking PointOct 31 2024

Allocating private market assets in a multi-asset portfolio

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Explain how private market assets can fit into a portfolio
  • Explain why liquidity is an important consideration
  • Describe the benefits of LTAFs
  • Explain how private market assets can fit into a portfolio
  • Explain why liquidity is an important consideration
  • Describe the benefits of LTAFs
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
Allocating private market assets in a multi-asset portfolio
Private markets are complex, global and straddle a vast array of different asset types
Enter
keywords

In recent years, the investment landscape has seen a shift towards the 'democratisation' of private markets, giving retail investors access to previously exclusive asset classes.

Unlimited access to our award-winning journalism

Read the full story with a free account

  • Read without interruption - full access to our reporting on the financial intermediary market
  • Bank CPD while you read
  • Share your perspectives
  • Stay in the know with our daily newsletter
  • Receive personal recommendations
Already have an account?Sign In
CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. Why might a multi-asset manager include private market assets in a portfolio, and what considerations must they balance?
  2. According to the article, why do evergreen structures benefit retail investors seeking access to private markets?
  3. What role can private credit play in a multi-asset portfolio, according to Schroders?
  4. According to the article, how does high-interest rates impact private infrastructure investments compared to private debt, and why?
  5. According to Lindsay James, why are LTAFs considered a potential solution for the liquidity issue in private markets, and what limitations might they still face?
  6. Based on the article, how might private market asset allocation vary, according to James Lowe?
    7. To bank your CPD you must Sign in or Register.

More on Talking Point

Related Topics

Investments
Multi-asset
Property
UK
CPD
A service from the Financial Times