Key Takeaways
- • The American Investment Council (AIC) survey of 200 institutional investors and Registered Investment Advisers (RIAs) finds 88% of institutional investors and 81% of RIAs view private credit as an important source of income and diversification.
- • 85% of respondents expect to maintain or increase their private credit exposure over the next three to five years.
- • 80% of RIAs agree private credit offers attractive risk-adjusted returns relative to other asset classes, while 74% of institutional investors see it as a core component of a resilient portfolio.
- • Nearly three in four respondents say private credit valuations are either fairly valued or undervalued.
- • 88% of RIAs and 84% of institutional investors expect the asset class to deliver value over the next three to five years.
Summary
Private credit investors broadly view the asset class as a durable source of value and plan to maintain or expand their allocations, according to a new survey of 200 institutional investors and Registered Investment Advisers (RIAs) commissioned by the American Investment Council (AIC) and distributed via Business Wire.
The survey reports strong support for private credit's role within portfolios. Eighty-eight percent of institutional investors and 81% of RIAs agreed the asset class is an important source of income and diversification. Eighty percent of RIAs said private credit offers attractive risk-adjusted returns relative to other asset classes, and 74% of institutional investors described it as a core component of a resilient portfolio. Nearly three in four respondents said private credit valuations are either fairly valued or undervalued.
Investor conviction also extends to the outlook. Eighty-eight percent of RIAs and 84% of institutional investors expressed confidence that the asset class will deliver value over the next three to five years. Capital commitments reflect this view, with 85% of respondents expecting to maintain or increase their exposure over the same period.
AIC President and CEO Will Dunham characterized the findings as confirmation that private credit has earned its place as a trusted source of returns and diversification. He said the asset class's role in strengthening portfolios, creating jobs and supporting economic growth will continue to expand. The findings are presented as the AIC's own commissioned research and reflect the views of surveyed respondents rather than independently verified performance data.
The survey reports strong support for private credit's role within portfolios. Eighty-eight percent of institutional investors and 81% of RIAs agreed the asset class is an important source of income and diversification. Eighty percent of RIAs said private credit offers attractive risk-adjusted returns relative to other asset classes, and 74% of institutional investors described it as a core component of a resilient portfolio. Nearly three in four respondents said private credit valuations are either fairly valued or undervalued.
Investor conviction also extends to the outlook. Eighty-eight percent of RIAs and 84% of institutional investors expressed confidence that the asset class will deliver value over the next three to five years. Capital commitments reflect this view, with 85% of respondents expecting to maintain or increase their exposure over the same period.
AIC President and CEO Will Dunham characterized the findings as confirmation that private credit has earned its place as a trusted source of returns and diversification. He said the asset class's role in strengthening portfolios, creating jobs and supporting economic growth will continue to expand. The findings are presented as the AIC's own commissioned research and reflect the views of surveyed respondents rather than independently verified performance data.
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