Wed, Jul 22, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Institutional investors and family offices add private equity despite lower distributions

Monday, November 20, 2023

Laxman Pai, Opalesque Asia:

Despite a challenging market environment, the study finds that investors continue to exhibit a growing appetite for private equity, said a study.

84% of family offices and 41% of institutional investors continue to allocate more than 10% of their portfolio to the asset class, compared to 81% and 39% in 2022, respectively, largely driven by continued outperformance relative to other asset classes, according to Montana Capital Partners' 11th Annual Investor Survey.

The survey entitled 'Private Equity in the Spotlight - How Leading Investors Navigate the Slowdown', explores current investment strategies and preferences of global private equity investors across family offices, foundations, and institutional investors.

Meanwhile, distributions in private equity portfolios have visibly slowed down, with two-thirds of respondents having received lower-than-expected distributions in 2023, and a third even indicating that the impact was significant.

This development is expected to continue in 2024 with 44% of respondents anticipating lower distributions than initially modelled. Not surprisingly, the need for liquidity jumped to the top of the list as among the key reasons to consider secondary sales of private equity commitments.

According to the survey, private equity performance has remained broadly resilient with 78% of investors having reported positive or flat performance in 2023 to date, underpinning the attractiven......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m