Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
AnalysisAlternativesThe AllocationThe Alternatives Week

DACH institutions hold 32.3% of portfolios in alternatives

A BAI survey of 105 investors overseeing about EUR2.9 trillion found hedge fund use rising while real estate equity slipped and private equity gained.

32.3%of portfolios in alternatives

By The Allocation desk13 min read

Institutions in Germany, Austria and Switzerland hold 32.3% of their portfolios in alternatives, according to a BAI survey of 105 investors overseeing about EUR2.9 trillion.

Hedge fund use rose, private equity gained and real estate equity slipped, the survey found.

For wealth allocators, the survey supplies a concrete alternatives benchmark: a DACH client below the reported weight is lighter than the peer group, and one above it is heavier.

At EUR2.9 trillion across 105 investors, the average institution in the survey oversees about EUR27.6 billion, so the sample skews large.

Reported by The Allocation desk from BAI survey of DACH institutional investors. Published . Corrections

Private Wealth Daily member access

Continue this analysis

Get the complete Alternatives analysis and every detail that follows.

Enter a valid work email to continue reading.

Alternatives Weekly, from Private Wealth Daily. Unsubscribe anytime.

Full featuresIn-depth analysis and exclusive reporting.
Source-backed contextEvidence, context and the complete story.
One login across the networkAccess every Daily Network publication.

Related

Alternatives

DACH institutions hold 32.3% of portfolios in alternatives

The BAI survey of 105 investors with about EUR 2.9 trillion found hedge fund use rising while real estate equity slipped and private equity gained.

Alternatives

J.P. Morgan lifts long-run hedge fund forecast to 6.7%

The 140-basis-point upgrade rests on higher alpha and interest rates, and the report's assumptions exclude fees and implementation costs.

Alternatives

79% of family offices with prospective next-gen principals expect larger alts share

Bank of America's study of 355 US family office decision makers also finds 92% use credit, but only 27% use leverage consistently.

Alternatives

Cox and Saba propose 34.9% discount on Blue Owl exit

The unsolicited bid follows late-2025 redemption requests that outpaced the typical 5%-of-NAV quarterly cap.

Alternatives

Crescent Capital files Form Ds for three evergreen lending funds

All three report an undisclosed offering amount and no sales; the levered companion is a Luxembourg SCSp.

From other sections

Real EstateBlackstone affordable arm lines up $735M in Fannie Mae debt
Sustainable InvestingEIF commits €30 million to PureTerra water-tech fund
RetirementWTW launches Via Retirement for DC plan participants