According to a recent LinkedIn post from Canoe Intelligence, 93% of wealth advisors reportedly plan to increase private markets allocations over the next two years. The post highlights that evergreen funds are becoming more common, while core operational infrastructure at many wealth managers appears to be lagging behind this shift.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
The post points to challenges such as liquidity windows, valuation lag, and document sprawl across portals, inboxes, and shared drives as pressure points for existing workflows. It suggests that current manual processes may not be designed for the higher volume and complexity associated with growing private markets exposure.
Canoe Intelligence’s post references insights from Oliver Wedlake on what scalable evergreen infrastructure could entail, with a focus on operational design rather than product structure alone. The content emphasizes how AI-driven automation may help address inefficiencies in data collection and processing for alternative investments.
For investors, the post implies a structural demand trend in wealth management toward tools that can handle evergreen fund operations more efficiently. If Canoe Intelligence is positioned as a provider of AI-enabled automation in this niche, increased private markets allocations and operational strain at wealth managers could translate into a supportive environment for adoption of its solutions and potential revenue growth over time.