The retailization of alternative investment is arguably the single most important secular trend in asset management.

The opportunities, both for investors and asset managers alike, are potentially huge. However, the challenge for private markets firms will be to build out the kind of brands, platforms and teams that can respond to this opportunity.

Very few alternatives brands are currently well set up to address retail / wealth audiences and there is an enormous amount of work to do, not just to build that retail presence, but to educate those investors and bring them along for the journey.

Peregrine has worked with alternative investment firms for more than 20 years and this clearly represents the most profound secular branding and positioning shift since the 2008/2009 global financial crisis. We’re delighted to have collaborated with BCG on this report and hope it will be useful to firms looking to accelerate their response to the retailization of alternatives.

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Retailization in numbers

Global financial assets are projected to grow by around 5 percent annually until 2030, potentially reaching $350-400trn.
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Individual private investors are expected to increase their alternative allocations from single digits to 10-20% over time.
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Brand challenges for private markets firms

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As brand awareness of private markets firms has grown, so has media scrutiny.

Media sentiment among private markets firms is very low, indicating reputational headwinds.

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As a result, looking at the top 10 private markets firms by AUM, we see that the average media sentiment score is less than 4 out of 10.

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Firms outside that top 10 scored almost 50% higher for media sentiment, indicating that the larger managers are being singled out as part of the media’s wider critique of private markets.

For managers looking to capitalize on retailization the key ingredients are:

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Branding through corporate storytelling

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An education-first approach

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Careful reputation management

Benchmark Yourself Against Your Peers

Please select two companies to view how they compare against each other across Peregrine's 10 integrated marketing communications metrics.

To find out how you can apply Peregrine's competitor intelligence to your marketing strategy, contact Peregrine's Co-CEO, Josh Cole. Contact Us

Total Scores

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Other Peregrine reports

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