Institutional investors have increased alternative asset allocations from 0% to 30-50% of portfolios, creating growth ceiling because investors cannot allocate to 100%, whereas retail investors remain largely unallocated to alternatives, representing next growth frontier for private asset management.

forecastpending

Speaker

Bruce Flatt

Evidence Quote

Institutional increase from going from zero to some of them are at 30 40 50% alternatives. Um when you go from zero to 50 you can't go to 100...the same phenomena is now happening in retail.

Source

Lessons from a lifetime of investing and outperforming | Bruce FlattThe Knowledge Project Podcast
Created: 8/11/2026, 7:11:43 AM

My Notes

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