Crystal Capital Partners, a wealth-tech provider and leading turn-key alternative investment platform for financial advisers, has announced the results of its thematic survey of financial advisers on its platform, revealing strong demand for private credit strategies. Notably, a majority of respondents are looking to reallocate some portion of their existing public fixed income exposure to private credit, in particular direct lending, followed by real estate debt, to take advantage of better risk-adjusted return expectations, diversification benefits, and the potential for higher yields.
The survey, completed by more than 50 prominent independent financial advisers, was launched to gain a deeper understanding of adviser sentiment on private credit, including why advisers were allocating to the asset class and how much they would continue to do so.
The survey revealed the following:
Current and future demand: More than 20 percent of adviser
