Private equity, real estate victims of their own success

February 10, 2017

Private equity, real estate victims of their own success

February 6, 2017 | by ARLEEN JACOBIUS | Pensions & Investments 

Most alternative investments took a hit in assets in the year ended Sept. 30, as higher distributions than capital calls made their mark on defined benefit plan portfolios.

Pensions & Investments‘ annual survey of the largest U.S. retirement plans showed assets invested by defined benefit plans among the top 200 funds dropped 7.2% in private equity, 6.4% in hedge funds, 1% in real estate equity and 0.9% in real estate investment trusts.

There were a few bright spots: energy investments rose 52% and infrastructure, 16.2%, but both were coming off still-small bases.

Private equity and equity real estate particularly suffered from too much of a good thing.

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.