Insights | Research from State Street Markets | Private Equity Program Breadth and Strategic Asset Allocation

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Private Equity Program Breadth and Strategic Asset Allocation

By State Street Associates

Mar 1, 2019

We create a custom “synthetic” peer group for each private equity program that mirrors the program’s strategy mix and number of fund commitments actually made each year. Our enhanced methodology corrects for the program breadth bias and creates a fairer process for assessing a program manager’s skill.

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1.Peter L. Bernstein Award for Best Article in an Institutional Investor Journal in 2013; Doriot Award for Best Private Equity Research Paper in 2022; Bernstein-Fabozzi/Jacobs-Levy Award for Outstanding Article in the Journal of Portfolio Management in 2006, 2009, 2011, 2013 (2), 2014, 2015, 2016, 2021; Roger F. Murray First Prize for Research Presented at the Q Group Conference in 2012 and 2021; Graham & Dodd Scroll Award for article in the Financial Analysts Journal in 2002 and 2010.