Posts tagged “Private Equity”



Tagged with Private Equity

The Role of Alternative Investments in Portfolio Strategy

Bill Kelly, CEO of the Chartered Alternative Investment Analyst (CAIA) Association, examines the pros and cons of alternative investments and how they can be used in client portfolios, including important factors in judging how and when to...

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Single-family Offices and Alternative Investments

Nov 2017

We provide findings from our survey of 157 single-family offices about their use of private equity funds, hedge funds, and direct private company investments, including recent allocation changes, future plans and differences in behavior across first generation-led family offices and those managed by second generation family members.

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INFOGRAPHIC – Second-Generation Single-Family Offices Aggressive Users of Alternatives

Nov 2017

Second-generation SFOs have a particular propensity for direct deals, with 71% increasing their direct allocations relative to last year and 82% intending to do so in the future.

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INFOGRAPHIC – Strong & Growing Interest in Alternatives from Single-Family Offices

Nov 2017

90% of SFOs increased their private equity exposure over the past year, either through funds or direct investments.

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Is There Too Much Dry Powder in Private Equity?

Sep 2017 by Caroline Rasmussen

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Should you be worried about private equity dry powder?

Sep 2017 by Caroline Rasmussen

It would be overly simplistic in our view to consider headline dry powder numbers in isolation and conclude that private equity as an asset class should be avoided.

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Alternative Investments Survey

Jul 2017

As part of our regular survey series, we queried our investor network about their use of alternatives, including current allocations, preferred structures, and top investment strategies of interest.

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What is Growth Equity?

Growth equity has long been described as the private investment strategy occupying the middle ground between venture capital and traditional leveraged buyouts. While this is true, the asset class has evolved into more than just an intermediate private investing approach.

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Emotion Selling and the Upside of Lock-Ups

Jul 2017 by Caroline Rasmussen

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