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Executive Summary

This report reveals key priorities for private markets investors, including timely reporting, transparent communication, and expert service teams. Based on research with 362 institutional investors, Coalition Greenwich highlights the importance of investor servicing in the increasingly competitive private markets and capabilities that asset managers need to demonstrate to stand out from the competition.

Methodology

Coalition Greenwich interviewed 362 institutional investors globally to examine their service expectations and satisfaction levels with private markets managers. The research was conducted between February and September 2025.