Topic

Financial advisors are critical in bridging the gap between complex alternative markets and investors’ needs, serving as partners to asset managers facing increased competition for their traditional active strategies. Private credit has become a standout option as investors have heightened concerns about correlation between equity and bond returns.

January 24, 2025

ISS MI Research Shows Increase in Advisors Investing in Alternatives, With Private Credit Leading Alternative Investments 

New Global Revenues Whitepaper from ISS Market Intelligence: Growing Revenues, Not Assets, New Name of the Game

NEW YORK (January 24, 2025) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial services industry, announced the latest results of its ISS MI Advisor Pulse Series – Alternatives study, comprised of results from almost 700 interviews with U.S.-based financial advisors in November 2024.  

Intermediary advisors are a critical source for asset managers to target when seeking to expand the distribution of their alternative offerings. The complexity of these strategies means many investors will require the expertise of an advisor to walk them through private and frequently opaque markets. 

The report explores the consistent increase in financial advisors investing client dollars in alternatives. In 2024, 45 percent of advisors said they invested in alternatives, compared to 43 percent at the end of 2023 and 39 percent at the end of 2021.  

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About ISS Market Intelligence   

ISS Market Intelligence (MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.   

  

About ISS STOXX   

ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.   

  
Media Contact:  
Hayley Tarleton  
Associate, Marketing  
press@issmarketintelligence.com  

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