The Private Credit Playbook: Understanding Opportunities for Family Investors

Private credit investments have experienced a rapid evolution over the past decade. Market conditions have helped to shape what may be a particularly auspicious cycle for the asset class. Higher interest rates and changing credit market dynamics have created attractive opportunities for private investors and wealthy families—but proper due diligence and implementation is essential. Allocations to private credit can be additive to overall portfolio positioning. This paper presents an overview of the asset class and a discussion of how family investors can implement an investment strategy effectively in their portfolios to deliver attractive returns.