Private Markets. Unlocked.
Blogs
Stay ahead of the curve with timely insights and professional perspectives on private markets—helping advisors and investors seize new opportunities as the landscape evolves.
Nuts and Bolts: Adding Private Markets to Existing Portfolios (DIY vs. Outsource)
Private markets expand the investment universe and can be added to existing portfolios through do-it-yourself and outsourced options, with guidance on allocation, liquidity and client fit.
Private Markets Unlocked: Bridging the Technology Divide
Learn how integrated advisor tech streamlines private markets with unified views, illiquidity-aware rebalancing, and clear reporting.
2025 AssetMark Advisor Insights: Private Markets Report
Public companies have dropped by roughly half since 1996. Meanwhile, nearly 87% of U.S. companies with revenues over $100 million remain privately held. We explore the fundamentals, risks, and benefits of private markets and share our suggested asset allocation based on proprietary research.
Private Markets Unlocked: 5 Myths and Misconceptions
Discover private markets, and why 45% of advisors surveyed by Cerulli pursue them to enhance return potential.”https://www.assetmark.com/blog/rate-cuts-and-resilience-q3/,”Q3 saw a “risk-management” interest rate cut in September. Investors continued to show confidence in the U.S. market, despite the ongoing economic uncertainty. Here’s some of the markets big drivers last quarter.
Private Markets. Unlocked. How Mind Over Markets Shapes Investment Outcomes
Chasing every wave doesn’t make you the best surfer or investor. CIO and avid surfer Christian Chan explains how private markets can help advisors and their clients cut through the short-term market noise and stay focused on the long-term investment goals.
Private Markets 101. Unlocked.
Public companies have dropped by roughly half since 1996. Meanwhile, nearly 87% of U.S. companies with revenues over $100 million remain privately held. We explore the fundamentals, risks, and benefits of private markets and share our suggested asset allocation based on proprietary research.
IMPORTANT INFORMATION ABOUT THE RISKS OF INVESTING IN PRIVATE ASSETS
This material is for informational purposes only, it is not an offer, solicitation, or recommendation to buy or sell any particular investment or investment strategy, and should not be considered investment, legal or tax advice. Investors seeking personalized guidance or more information should contact their financial advisor.
Investing in private assets, which are accessed through private markets, involves significant risks, including the risk of complete loss.Past performance does not guarantee future results. There is no assurance that private asset investments will achieve their stated investment objectives.
Private asset investments are often illiquid, meaning an investor’s ability to sell may be limited for extended periods of time. Investors with a future need for liquidity, i.e., access to cash, should carefully consider if private asset investments are appropriate for their particular financial situation.
Investing in private markets is intended for experienced and knowledgeable investors who are able to bear the risks of the investments. Financial advisors should conduct a due diligence review of private asset investments to determine if they are appropriate for their client’s financial circumstances, including goals, risk tolerance, and overall portfolio objectives.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.