Nuveen's Fifth Annual EQuilibrium Global Institutional Investor Survey: Institutional Investors Broaden Their Reach in Private Market Allocations
- Editor
- Mar 18
- 2 min read
Whats Happening:
Nuveen's fifth annual EQuilibrium Global Institutional Investor Survey reveals that institutional investors are increasingly pivoting towards private market allocations. The survey, which captured views from 800 institutions representing $19 trillion in assets under management, shows that 66% of investors plan to increase their private asset allocations over the next five years. There's a notable shift towards private infrastructure and real estate, with investors seeking opportunities in niche markets as macro conditions change.
Key Moves:
66% of investors plan to increase private asset allocations over next five years
Private infrastructure and real estate saw largest year-over-year increases in planned allocations
Over 90% of investors now hold both private equity and private credit, up from 45% in 2021
By The Numbers:
50% of investors plan to increase allocations to private infrastructure, up from 35% in 2024
37% plan to increase allocations to private real estate, up from 24% in 2024
65% of investors increasing real estate allocations are focused on digital infrastructure
Key Quotes:
"Investors are considering ways to play the next real estate cycle," said Harriet Steel, Global Head of Institutional at Nuveen.
"Private market flows remain resilient, with funding sourced from public asset outflows, cash reserves, and new capital," Steel added.
"We are seeing a shift toward strategies that combine the practicalities of current energy needs with the ambitions of a sustainable future," Steel noted.
Bottom Line:
Institutional investors are significantly expanding their private market allocations, with a particular focus on infrastructure and real estate. This shift reflects a growing appetite for specialized opportunities and a strategic response to changing market conditions. The trend underscores the evolving role of private markets in institutional portfolios and highlights the increasing sophistication of investor strategies in navigating complex economic landscapes.
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