Publications


October 26th, 2020

Market Briefing – Private Debt Secondaries

Author Rakesh Jain, Partner | Toni Vainio, Partner | Euan Jones, Research Team

This paper offers an insight into the forces that have driven rapid growth in the market for secondary interests in private debt funds in recent years, together with the long-term drivers that could propel continued expansion in the years ahead.

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September 24th, 2020

Tilting the balance: the value of asset allocation in private markets

Author Dr Andrea Carnelli Dompé, Head of Research

This paper develops a framework to think about asset allocation in the context of private equity fund investment. While much has been said about the critical role of manager selection in private equity – including its potential for value creation and the challenges posed by due diligence and access – the topic of asset allocation has attracted less attention, despite its recognized importance for portfolios of listed securities.

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January 28th, 2020

Persistence Pays Off

Author Dr Andrea Carnelli Dompé, Head of Research

Is a Private Equity manager’s track record a good indicator of future performance? This central question confronts investors every day, and is all the more important in light of the large dispersion in historical returns between top and bottom quartile funds.

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