25. November 2024

A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past three years. Two years ago, however, the figure was just 20%. With many GPs under pressure amid slower fundraising and reduced investor satisfaction with performance, is now the time to press for better terms?

• Fees
• Private Markets
• Governance
• Manager Selection

Weiterlesen: Time to Press for Better Fees in Private Markets?

14. November 2024

Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending strategies. New dedicated healthcare lending funds are also emerging, with larger private debt managers joining a fray that was historically dominated by smaller specialists.

• Fees
• Private Markets
• Private Debt
• Manager Selection

Weiterlesen: Diagnosis: Opportunity? Direct Lending in Healthcare

05. November 2024

Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge, event-driven, relative value, global macro, managed futures.

• Diversifying Strategies
• Hedge Funds
• Multi Asset
• Manager Selection

Weiterlesen: Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter

15. Oktober 2024

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

• ESG
• Diversifying Strategies
• Hedge Funds

Weiterlesen: Energy Transition and the Commodity Investment Conundrum