The Best Private Equity Papers from Q1
The Savvy Research team has curated the best and most popular white papers on private equity investing from the last quarter. Topics covered include private equity trends, diversification, the growth in direct lending, the inclusion of PE funds in target-date funds, and more.
Contributors include Bain & Company, Preqin, PwC, the Pensions and Lifetime Savings Association (PLSA), and bfinance.
Global Private Equity Report 2017 (Bain & Company)
This 68-page paper by Bain & Company provides important insights into the state and outlook of the global private equity industry.
2016 North American Private Equity Compensation Survey (Heidrick & Struggles)
This 16-page report by Heidrick & Struggles provides the findings of a recent survey on North American private equity compensation.
Should DC Plan Sponsors Add Private Equity to Target-Date Funds? (Pantheon, 2017)
This 20-page paper by Pantheon explores how the inclusion of private equity in custom Target-Date Funds (TDFs) affects the return profile of TDFs.
Direct Lending: What's Different Now? (bfinance, 2017)
As the appetite for private debt grows amongst global institutional investors, so has the case for corporate direct lending. This paper by bfinance digs deeper.
Global Private Markets Review: A routinely exceptional year (McKinsey, Feb 2017)
While private markets continue to impress, competition is getting tougher for both investors and managers. This paper explores McKinsey & Company further.
Generating Income from Private Markets: Made Simple Guide (PLSA, 2016)
Private market assets are of growing interest to an increasing number of pension schemes. This guide by the PLSA aims to help trustees navigate this asset class.
2017 Global Private Equity Survey (EY)
This 51-page paper by EY explores how the global private equity industry can further shape its future operations. It provides insights from 103 private equity CFOs.
Preqin Investor Outlook: Alternative Assets H1 2017
This outlook paper by Preqin takes a detailed look at the alternative assets universe.
Outlook for 2017 (Pantheon)
This paper by Chris Mead, Head of Investment at Pantheon, explores the investment and economic outlook for 2017 by focusing on four key topic areas.
Private Equity's Diversification Illusion: Evidence From Fair Value Accounting (2017)
PE firms and investment advisers promote PE funds as providing investors with numerous portfolio diversification benefits. This paper shows that PE returns, based on prior methods of valuation, understate the systematic risk of PE.
UK Venture Capital Trusts: Industry Report (Intelligent Partnership, 2017)
Advisers seeking tax efficient alternative investments are increasingly interested in venture capital trusts. New rules now mean that the universe of potential investments has shrunk. What does all this mean for advisers?
Europe and Germany: Private Equity Trend Report 2017 (PwC)
This 75-page paper by PwC examines recent trends in the European private equity space. It digs into different aspects of private equity such as exit trends, buyout value, buyout volume, and more.