Market Insights

Private Equity Analysis:
Why Less Is Not More

Our experts discuss the importance of understanding performance, exposure and risk in managing a diverse portfolio.

January 2021

For asset owners, private equity (PE) is an integral part of their portfolio’s asset allocation.

However, performance measurement is a big challenge to many limited partner investors. For a holistic view, investors need deeper analysis of private markets alongside other asset classes. James Burke, chief experience officer for Solovis®, and Jason Mao, product manager for PE Index at State Street, discuss why proper benchmarking and multiple calculations and analysis should be considered in private equity analysis, and how these factor into evaluation of managers, asset classes and the total plan.