The Great Portfolio Shift: How Private Wealth is Driving Demand for Alts and Credit Data Solutions
Summary
Private wealth’s appetite for alternative assets is reshaping the buy side. Asset managers are expanding semi-liquid structures like interval, evergreen, and SMA vehicles to meet rising retail demand. As capital flows accelerate, firms must modernize data infrastructure to manage liquidity, valuations, and reporting across increasingly complex portfolios.
James DeAlto
As an Account Manager at Arcesium, James partners with leading firms across the investment management industry to optimize their data and operational strategies and generate long-term value. Leveraging his buy-side experience and deep understanding of the client perspective, he helps investment managers tackle today’s complex and rapidly evolving landscape with precision and confidence.
Sources:
[i] CNBC, November 6, 2025. https://www.cnbc.com/2025/11/05/wealthy-investors-expected-to-drive-32-trillion-alternatives-boom.html
[ii] Natixis, March 24, 2025. https://www.im.natixis.com/en-us/insights/investor-sentiment/2025/wealth-industry-survey
[iii] SEC, September 11, 2025. https://www.sec.gov/files/iac-private-markets-091125.pdf
[iv] Hedgeweek, October 31, 2025. https://www.hedgeweek.com/hedge-funds-eye-retail-driven-options-and-structured-products-opportunities/
[v] Bloomberg, November 4, 2025. https://www.bloomberg.com/news/articles/2025-11-04/rowan-targets-retail-focused-firms-to-back-private-asset-growth
[vi] CNBC, November 5, 2025. https://www.cnbc.com/2025/11/05/wealthy-investors-expected-to-drive-32-trillion-alternatives-boom.html
[vii] FINRA, January 29, 2025. https://www.finra.org/investors/insights/interval-funds
[viii] Dechert, October 6, 2025. https://www.prnewswire.com/news-releases/new-research-shows-private-credit-fund-structuring-evolution-driven-by-investor-demand-for-liquidity-customization-rated-notes-and-co-investment-302575764.html
[ix] IQ-EQ, July 15, 2025. https://iqeq.com/insights/the-rise-of-smas-in-hedge-funds-trends-and-considerations/
[x] Bloomberg, November 5, 2025. https://www.bloomberg.com/news/articles/2025-11-05/hedge-fund-hopefuls-accept-multistrat-pact-in-search-for-cash
[xi] SIFMA, November 2025. https://www.sifma.org/resources/research/statistics/us-asset-backed-securities-statistics/
[xii] EY, 2024 EY Global Alternative Fund Survey. https://www.ey.com/en_us/insights/wealth-asset-management/how-can-alternative-fund-managers-shape-new-horizons-of-opportunity
