Posts tagged “Private Equity”



Tagged with Private Equity
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Advisors and Alternative Investments

Jun 2018

We recently surveyed more than 450 advisors about their use of and perspectives on alternative investments. Our new research report shares how experienced advisors source and allocate to private equity funds, hedge funds and direct deals, the challenges that impact their ability to invest and their future plans for each asset type.

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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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Inside the Elite Advisory Practice

Dec 2017 by Hannah Grove

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Six Strategies of Top Earning Advisors

Nov 2017 by Hannah Grove

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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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