Private market assets are becoming a growing fixture within institutional portfolios. Pension schemes and insurers are meeting the need for funding to build more houses and to generate cleaner sources of energy.
Then there is the real estate needed to support the digital economy and the cash-hungry fledgling tech companies that could be the future of the economy. So there is more than just listed equities and bonds working to fund members’ retirements and helping insurers to meet their obligations.
Indeed, more than £10trn worth of private market assets were under management globally in 2023, according to McKinsey, as investors seek higher returns and diversification against mainstream assets. Allocations could increase as the new government, just like the old one, wants more institutional cash to flow into UK infrastructure and private companies. But how are investors managing the rising illiquidity and fees that come with them? And how will alternative assets perform in the face of an uncertain outlook and growing geopolitical risk.
To take an in-depth look at these issues and more, portfolio institutional is hosting its second annual private markets club conference in the Spring.
Reserve your place at this event, which brings experts and insiders together to discuss:
- The investment case
- Managing illiquid assets
- Benefiting from the government agenda
- The role of alternatives in institutional portfolios
We look forward to seeing you in March 2025!
| Time | Event |
|---|---|
| 08:45 – 09:15 | Registration and breakfast |
| 09:15 – 09:20 | Welcome from the Chair |
| 09:20 – 10:00 | Fireside Chat I |
| 10:00 – 10:45 | Private markets: Has the investment case been proven? |
| 10:45 – 11:30 | Defined contribution and private assets: Managing alternative strategies |
| 11:30 – 11:50 | Coffee break |
| 11:50 – 12:35 | Beyond diversification: The role of private assets in institutional portfolios |
| 12:35 – 13:20 | Fireside Chat II |
| 13:20 – 13:25 | Closing remarks |
| 13:25 – 15:30 | Lunch and networking |
Panel topics:
Private markets: Has the investment case been proven?
The benefits of institutional investors holding alternative assets are widely publicised, but are they meeting expectations? Does the liquidity premium exist? And if so, are fees wiping out any financial gains? How are investors managing the lack of consistent and comparable data? And are such assets outperforming their listed peers?
Defined contribution and private assets: Managing alternative strategies
Private markets offer investors the potential to back fledgling companies that could become the next big thing or own what would once have been State assets, which could suit investors with long-term horizons. But how are defined contribution pension schemes managing the illiquidity in their portfolios? How big an issue are fees and is there enough suitable products for them to invest in?
Beyond diversification: The role of private assets in institutional portfolios
Private markets are a diverse asset class offering exposure to private equity, venture capital, infrastructure, real estate and private debt. All have different characteristics but what, aside from diversification, are these assets bringing to institutional portfolios?
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