Allocating to Private Equity

It is well known that private equity investing is dominated by institutional investors. As a group, they typically allocate between 5% and 10% of their portfolio to the asset class, with endowments and foundations regularly exceeding this range (averaging 12% and 11%, respectively) and family offices far outpacing the rest (29%). The general thinking is that allocations below 5% may have a limited impact, while allocations above 10% are typically found with investors who maintain a private equity program.







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