As of 2022, private equity was ranked as the top security to outperform expectations, with half of investors noting their performance expectations had been exceeded. Hedge funds, however, were ranked less favorably with 45 percent of investors stating this security underperformed.
Investors portfolio performance expectations year to date worldwide in 2022, by security type
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Met expectations
Underperformed
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287 interviews were conducted with hedge fund, private equity firms, and institutional investors from across North America, Europe, and the Asia-Pacific region. The combined AUM represented by the interviewees amounted to roughly 5.8 trillion U.S. dollars.
Participants were asked how did they think each of the listed asset classes performed compared to their expectations year to date 2022.
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EY. (November 15, 2022). Investors portfolio performance expectations year to date worldwide in 2022, by security type [Graph]. In Statista. Retrieved July 22, 2024, from https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. "Investors portfolio performance expectations year to date worldwide in 2022, by security type." Chart. November 15, 2022. Statista. Accessed July 22, 2024. https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. (2022). Investors portfolio performance expectations year to date worldwide in 2022, by security type. Statista. Statista Inc.. Accessed: July 22, 2024. https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. "Investors Portfolio Performance Expectations Year to Date Worldwide in 2022, by Security Type." Statista, Statista Inc., 15 Nov 2022, https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY, Investors portfolio performance expectations year to date worldwide in 2022, by security type Statista, https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/ (last visited July 22, 2024)
Investors portfolio performance expectations year to date worldwide in 2022, by security type [Graph], EY, November 15, 2022. [Online]. Available: https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/