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Investment Allocations
The Commonfund Forum survey also showed LPs predict weakening consumer confidence will end the current bull run within the next year.
Traditional revenue sources for asset managers are expected to decline over the next five years.
A heady fundraising environment buoyed the firm’s efforts to build new LP relationships for Fund VI, but created a headache when it came to whittling down allocations.
Institutional investors may be increasing their allocations to private equity, but GPs still need to take a thoughtful and strategic approach to the fundraising market, say FIRSTavenue executives Michael Henningsen and Colin Dinneen.
Five key themes which emerged from market discussions in Tokyo in March paint a broadly positive picture.
European LPs are more tolerant of lower debt-like returns from impact funds, co-founder Urs Baumann told delegates at the Credit Suisse Asian Investment Forum in Hong Kong on 27 March.
The European Commission has reduced the amount of capital insurers must set aside to manage the perceived risks for some long-term equities.
The state’s treasurer will add an additional $200m per year in a transition plan to increase private equity allocation.
Following a barrage of follow-up questions on his 2019 outlook, Henry McVey has issued a new note drilling down on private equity, China, Europe and the need for flexibility in asset allocation.
The desire of private equity firms to hold assets for longer is creating misalignment with their LPs – and conditions for the secondaries market to thrive.