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Private Equity &
Hedge Funds
Industry Trends

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$7.35 Trillion

Private Equity1 & Hedge Fund2 Industry

Total assets for the private capital industry include private equity,
private debt, real estate, infrastructure and natural resources funds.

Private Equity Funds
Hedge Funds
$0.70
$0.49
2001
$1.19
$1.11
$1.21
2005
$2.32
$2.75
$1.92
2010
$4.67
$4.11
$3.24
1H 2019
$7.35

Institutions Increase
Allocations to Alternatives by

5x

Alternatives include hedge funds, real estate, private equity,
commodities and others.3

alternatives
cash
bonds
equities
5%
3%
32%
60%
2001
25%
2%
27%
46%
2018

University endowments and Fortune 500 pension plans
allocate substantially to private equity and hedge funds.

% of total portfolio allocated to private equity & hedge funds.4

Private Equity and Hedge Fund Industry Trends for Yale University
80%
Private Equity and Hedge Fund Industry Trends for Harvard University
60%
Private Equity and Hedge Fund Industry Trends for The University of Texas at Austin
60%
Private Equity and Hedge Fund Industry Trends for GM
28%
Private Equity and Hedge Fund Industry Trends for Boeing
24%
Private Equity and Hedge Fund Industry Trends for Maryland State Retirement and Pension System
21%
Private Equity and Hedge Fund Industry Trends for OPERS
26%

The investment objectives, time horizon, risk tolerance, asset allocations, tax considerations, and other significant attributes of these and similar institutional investors may differ substantially from those of an individual investor.

Manager Selection Matters

Top quartile private equity and hedge fund managers can outperform bottom quartile
managers by 10-12 percentage points per year.7

Average, Top Quartile, Bottom Quartile Performance of Managers
Average Top Q Bottom Q Public Global Equities Public Global Fixed Income Real Estate Commodities Timberland Farmland Private Debt Private Equity Venture Capital Infrastructure Hedge Funds 25% 20% 15% 10% 5% 0% -5% -10% -15%

1. Preqin Alternatives in 2020 report

2. HFR 2020 report

3. Towers Watson 2018

4. 2018 Annual Report of each institution (for public corporations reference Form 10-K)

5. Pensions & Investments 2019

6. Preqin November 2019

7. CAIA. The Next Decade of Alternative Investments.

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