INSIGHTS

Private Equity Portfolios for Small Plan Sponsors

In our latest Topics of Interest paper, we seek to address whether smaller institutions (<$200 million in AUM) should add private equity (PE) to their portfolios and how best to implement PE, if so.

Using data from a number of sources, we will seek to quantify what the historical experience has been for smaller institutions that have invested in the asset class. We will highlight some of the pitfalls that have likely contributed to any poor results and present a path for smaller institutions to improve their performance in the asset class.