A Fund Manager’s Track Record Is More Than Numbers
How should investors evaluate a fund manager’s track record? Learn why past performance alone isn’t enough to assess future potential.
News
Advisor Experience Matters in Building Private Market Portfolios
New research shows advisor quality can significantly influence private market portfolio returns. Learn the key questions to ask before investing.
Semi-Liquid Private Funds and Investor Behavior
Private Markets Navigator founder Stephen Blewitt examines how semi-liquid private funds may affect investor behavior, liquidity expectations, and advisor due diligence.
Private Market Valuations Debate Misses the Mark
Valuation was central at the SEC’s private markets roundtable, but long holding periods and investor behavior may matter more to returns.
DOL Proposal Could Increase Private Asset Exposure In Retirement Plans
DOL proposal may expand private asset access in retirement plans, potentially reshaping investment options and risk exposure for savers.
SEC Advisory Committee Recommendations Aim to Protect Retail Investors
Can retail investors safely enter private markets? SEC advisors call for clearer valuations, liquidity warnings, and caps on direct deals.
Moody’s: Private Credit Growth Brings Added Risks
Private credit could hit $3T by 2028, but a recent report by Moody’s warns of risky features, new asset types, and untested structures.
401(k) Access to Private Assets Expected to Expand
Trump’s EO may broaden 401(k) access to private assets, with small return boosts, limited early effects, and potential long-term gains.
University Endowments Consider Selling Private Assets to Preserve Liquidity
Major universities move to sell private equity stakes as cash flow pressures mount from funding cuts and tax increases.