Technological assets have surpassed real estate in investment attractiveness
Technological assets have become the most sought-after area among alternative investments, surpassing real estate and direct investments. GPU assets, in particular, are attracting significant interest due to their growth potential and ability to diversify portfolios, although their adoption is hindered by management complexities and a lack of trust.
Ratio
Technology assets have become the most sought-after segment in alternative investment portfolios, surpassing real estate and direct investments. This conclusion comes from a joint study by KPMG and Nuway Capital.
Main Investment Trends
The survey included 120 high-net-worth individuals, family offices, and asset managers from ten international markets. The results showed that 75% of respondents view the prospects of GPU assets positively. The main reasons cited for this interest were capital growth and portfolio diversification.
Technology assets are now the most widely represented category in alternative portfolios: 72% of participants have invested in or consulted on these assets over the past three years. By comparison, 71% invested in real estate, and 61% in direct investments and venture capital.
The Popularity of GPU Assets
Interest in GPU assets is growing within the technology sector, driven by traditional investment criteria. Capital growth potential and portfolio diversification were named as the primary motivations by 70% and 54% of respondents, respectively, outpacing interest in technology and innovation (47%).
Investors see GPUs not only as a technological direction but also apply strict evaluation criteria to them, similar to those used for infrastructure assets or private credit: demand stability, resilience to economic cycles, and the potential for differentiated returns.
Portfolio Structure and Outlook
Currently, the share of GPU assets in portfolios remains at an early stage, with a significant portion of participants having no exposure to these assets. However, it is expected that the share of GPU assets in portfolios will increase to a range of 11–20% in the future.
Barriers to Further Growth
The study identified several obstacles to broader adoption of GPU assets. More than half of respondents (58%) noted difficulties in managing or understanding these assets, while 43% pointed to a lack of trust in the current investment class.
Factors Supporting Development
Investors believe that expanding access to structured products such as ETFs and funds (68%), collaboration with reputable financial institutions (67%), and a clearer connection to artificial intelligence and machine learning trends (58%) could accelerate the integration of GPU assets into investment portfolios.