SS&C survey shows LP deal activity optimism falls to 62% for 2027
SSNC•SS&C's 2027 survey found that 62% of limited partners expect deal activity to increase, down from 86% in the previous survey. The share planning to increase alternatives allocations fell to 85% from 96%.
1. Investor expectations shift
SS&C's 2027 survey of 370 investors found nearly two-thirds of their alternatives portfolios met or exceeded performance expectations in 2026. Expectations for increased deal activity fell to 62% of limited partners from 86% in the previous survey, while the share planning to increase alternatives allocations declined to 85% from 96%.
2. Manager selection priorities
The share of investors planning to reduce their manager rosters rose to 15% from 4%. Technology capabilities ranked second among manager-selection criteria, and 32% considered managers without credible AI and technology strategies uninvestable.
