Screen Reader Mode Icon Check SCREEN READER MODE to make this survey compatible with screen readers. 2021 Alternative Investment Allocator Survey Question Title * 1. Which of the following best describes your organization? Bank / Platform Corporate pension plan Public / Government / Corporate pension plan Endowment, Foundation or Charity Fund of Funds High net worth individual Other institutional investor Investment consultant Sovereign wealth fund High net worth individual / Single family office / Multi-family office Taft-Hartley / Union Seeder Outsourced CIO Other (please specify) OK Question Title * 2. Does your organization invest in alternative investment managers that are less than two years old? Yes No OK Question Title * 3. How do you expect your organization's allocation to the following alternative investments to change in 2021? (please complete each row) Increase Decrease No change Do not invest Hedge Fund - Equities Hedge Fund - Equities Increase Hedge Fund - Equities Decrease Hedge Fund - Equities No change Hedge Fund - Equities Do not invest Hedge Fund - Credit, Fixed Income Hedge Fund - Credit, Fixed Income Increase Hedge Fund - Credit, Fixed Income Decrease Hedge Fund - Credit, Fixed Income No change Hedge Fund - Credit, Fixed Income Do not invest Hedge Fund - Quantitative Hedge Fund - Quantitative Increase Hedge Fund - Quantitative Decrease Hedge Fund - Quantitative No change Hedge Fund - Quantitative Do not invest Hedge Fund - Futures Hedge Fund - Futures Increase Hedge Fund - Futures Decrease Hedge Fund - Futures No change Hedge Fund - Futures Do not invest Hedge Fund - Macro Hedge Fund - Macro Increase Hedge Fund - Macro Decrease Hedge Fund - Macro No change Hedge Fund - Macro Do not invest Private Equity Private Equity Increase Private Equity Decrease Private Equity No change Private Equity Do not invest Private Debt Private Debt Increase Private Debt Decrease Private Debt No change Private Debt Do not invest Private Equity Real Estate Private Equity Real Estate Increase Private Equity Real Estate Decrease Private Equity Real Estate No change Private Equity Real Estate Do not invest Venture Capital Venture Capital Increase Venture Capital Decrease Venture Capital No change Venture Capital Do not invest Infrastructure Infrastructure Increase Infrastructure Decrease Infrastructure No change Infrastructure Do not invest Cryptocurrency Cryptocurrency Increase Cryptocurrency Decrease Cryptocurrency No change Cryptocurrency Do not invest Other (please specify) OK Question Title * 4. What do you anticipate to be your organization's average allocation size in 2021? $1 - $15 million $16 - $25 million $26 - $50 million $51 - $100 million $101 - $250 million $250+ million OK Question Title * 5. How does your organization typically make an allocation? (please check all that apply) Direct fund investment Fund of one Separately managed acccount Co-investment Other (please specify) OK Question Title * 6. What special business terms (if any) does your organization typically seek? (please check all that apply) Favorable fees Favorable liquidity terms Transparency and/or reporting rights Most Favored Nations (MFN) Capacity rights Co-investment rights Other (please specify) OK Question Title * 7. What do you expect to be your organization's top three considerations when making allocations in 2021? (please select three boxes) Access to niche opportunities Background checks/references Diversity & Inclusion ESG & similar policies Impact of the new U.S. administration Infrastructure Investment strategy and process Manager pedigree Office location(s) Regulatory changes RIA status Service providers Track record Years in business OK Question Title * 8. If you would like a copy of the survey report, please provide your email address: OK DONE
