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Private Equity and Venture Capital - the best white papers

  • Posted by: ,  Chief Executive
  • 30 January 2018
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The best PE & VC white papers from the last six months

This list of white papers runs the proverbial gamut of private equity and venture capital topic matter, including (but not limited to): an outlook for 2018, origination and deal sourcing best practices, launching a VC fund, PE secondaries, and funds of funds.

Additionally, we've included a link to one of our recently released Savvy Blog posts on PE salaries that you won't want to miss.

Savvy Investor

Private Equity & Venture Capital: 2017 in Review (Preqin)
Preqin takes a look at how 2017 fared for private equity and venture capital, as well as some of the key trends that have affected the industry.

Private Equity Salaries (latest salary surveys, by region and job type)
We link to the top, recent surveys of private equity compensation around the world, with breakdowns of remuneration detailed by role and seniority.

The Art of Originating & Sourcing Private Assets (Barings)
Barings provides some color on how to originate and/or source transactions in private assets, and what it takes to generate a high-quality, continuous pipeline of transactions.

Alternative Asset Management: Adapting for Growth (State Street)
State Street sets out 3 keys to growth for alternatives firms, resulting from the 'new rules of engagement' where alternatives managers need to adapt their business models and cater to new institutional investors.

Enhancing Private Equity Manager Selection with Deeper Data (eVestment)
This paper explores the 'top quartile' effect in the market of private equity funds and presents advice and insights from PE practitioners on how to better utilise data to enhance the selection of managers.

2018 PE Outlook: Look for relative value and short duration (PineBridge)
As many investors are anticipating the next slowdown in traditional markets, the search for continued yield has caused them to turn to private markets at an increasing rate. PineBridge presents their 2018 Outlook for PE markets.

Up and Away: Launching a First-Time Venture Capital Fund (Preqin)
In this Preqin report, recent successes of first-time venture capital managers are examined and data is used to present a few of the factors that managers should consider when they are raising institutional capital for the first time.

A Primer for Today's Secondary Private Equity Market (Blackstone)
The secondary private equity market has grown in recent years and matured in many ways. This primer examines the industry's history and how it might evolve going forward.

Private Equity Fund Investment Due Diligence (Hamilton Lane)
This 16-page report by Hamilton Lane (in conjunction with PEI) contains strategies for evaluating and selecting top-performing private equity fund managers.

Private Credit Strategies: An Introduction (Cambridge Associates)
This paper by Cambridge Associates serves as an introduction to the world of private credit. It helpfully defines private credit, explores capital preservation, return-maximising, opportunistic, and niche strategies.

Alternatives Survey 2017 & Top Manager Rankings (Willis Towers Watson)
This report presents the findings of the 2017 Global Alternatives Survey by Willis Towers Watson. Section 1 of the report delves into recent trends and Section 2 lists the Top 100 alternative asset managers by AuM around the world.

Private market liquidity premia may not be what they seem (Fidelity Intl blog)
(For compliance reasons, this paper is only accessible in the UK and Europe)
This Fidelity blog piece points out that high historical private market returns are at least partly attributable to cyclicality, and are not entirely due to their liquidity premia.

Skill vs. Luck in PE Investors’ Hunt for Excess Returns (The Carlyle Group)
The Carlyle Group presents an analysis of skill vs luck regarding limited partners' ability to select private equity funds and stresses the importance of a highly disciplined due diligence process.

Unlisted Equity Investments for the Norwegian Government Pension Fund Global
Academics from the Stockholm School of Economics provide an examination of Norway's GPFG investment mandate and recommendations on whether the pension fund should be permitted to invest in unlisted private equity.

Preqin Special Report: Private Equity Funds of Funds
While the majority of the private equity industry has exhibited significant growth over the last decade, funds of funds have not followed suit, as evidenced by recent low fundraising totals.

Is Your PE Firm "Growth-Ready"? The State Street Growth Readiness Indicator
Using survey data, State Street’s interactive Growth Readiness Indicators enable one to compare planned asset allocation changes, distribution strategies, development of new technology, and other attributes vs a customisable peer group.

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