March 06, 2024
Private investments seem to be everywhere these days. Alternatives specialists, traditional asset managers, and tech platforms are all competing with direct deals or vehicles and strategies with the stated objective of “democratizing” access to what was not long ago a corner of capital markets exclusive to large institutions and family offices. The rationale for private investments within a traditional portfolio construction framework is sound: private investments can—when selected by an expert team with sourcing and underwriting skill—complement and diversify a simple mix of stocks and bonds, potentially enhancing returns and reducing risk. However, as prevalent as opportunities to invest in private markets may be, guidance is limited on precisely how to incorporate those assets into broader portfolios.
In our recent whitepaper, we answer the following:
Read more to learn about optimizing the pacing of annual commitments to reach target private markets allocations, a practice integral to the success of sophisticated investment portfolios.
In Buyouts’ latest Emerging Managers Report, Caroline Dallas, a Director in GEM’s Investment Research Group, offers her perspective on the growing independent sponsor market and shares why, for dealmakers who are looking to branch out, now might be the right time to take the leap.
Kelly Barofsky, a Director in GEM’s Investment Research Group, joined Giovanni Amodeo at ION Analytics to discuss GEM’s approach to identifying opportunities in the lower mid-market, including the importance of sector specialization and manager-investor alignment.
Jay Ripley, Head of Investments, spoke with FundFire about the recent close of GEM’s inaugural independent sponsors fund and shared the importance of manager diligence in establishing long-term GP-LP relationships.
Let’s start a conversation about how we can help.
