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Portfolio Strategy

Secondaries: Quantifying the Benefits

Secondary funds have transitioned from a niche strategy to a core element of portfolio construction in the private markets space. Our analysis highlights the reasons why.

This paper includes proprietary historical fund data demonstrating secondaries’ excellent risk-return profile and highlighting how those returns are only moderately correlated to other asset classes. Furthermore, it quantifies the impact of including secondaries in a private markets portfolio, showing how adding a secondary allocation to a primary one could lift annual returns on an interim basis with minimal adverse impact on overall return at fund maturity.

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