Increased Appetite for Private Equity

Over the past two decades there has been a steady decline in the number of companies listed on U.S. stock exchanges. In 1996, during the dot-com peak there were more than 8,000 public companies, but this has declined to just over 4,300 as increased regulation and consolidation has more than offset the number of IPOs and corporate spinouts. Over 2,000 companies were delisted between 1997-2003 as the maturity, composition, and fundamentals of these businesses were not able to attract institutional capital and thus failed to meet the listing standards of U.S. exchanges.

Meanwhile, the perception of the private equity industry continues to evolve as more capital and managers gravitate towards the space. There are over 7 million businesses in the U.S. and the number of private equity-backed companies has steadily increased to now over 7,100 companies. Investors continue to be attracted to the return potential, alignment, and innovation within the private markets. With nearly $1 trillion of dry powder in the private equity industry and near record fundraising we are almost certain to see the number of private equity-backed companies increase over the next decade.

Furthermore, it will not be surprising to see investors shift more of their allocations into private equity. Private markets offer a larger and growing opportunity set, and further upside than the fully valued equity markets. With both the number of managers and investment options increasing, we are likely to see a widening range of returns produced by the industry which will make manager selection even more critical for investors.

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Don’t You Know, We’re Talking About An Evolution? Addressing The New Challenges Facing The Diverse Manager Community

In recent years, some proactive and thoughtful pieces have spurred constructive dialogue within the investment consulting and plan sponsor communities on the measurable benefits of incorporating “diverse” investment firms within their various investment programs. In short, a diverse investment manager can be defined as a firm that is women owned, minority owned, or a combination of the two.

This newsletter strives to enhance the ongoing series of constructive discussions and solutions featuring Marquette, the diverse investment manager community, and the plan sponsors who wish to advance diverse manager initiatives. It is Marquette’s view that broader conversations about the diverse manager community should deliberately acknowledge the existence of newer structural headwinds that diverse managers face in today’s market. By focusing on these material hurdles – some of which are highlighted in this newsletter – the plan sponsor, diverse manager and consultant communities will be in a stronger position to formulate practical solutions to these challenges.

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Investment Manager Search 2013: Fiduciary Duty Deep Dive

Live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. 

Thorough manager due diligence and fee negotiation are critical to avoiding poor products and performance erosion.

Register now to join us for a live webinar on the investment manager search fiduciary duties of high alpha, high integrity and low fees. An update of our popular manager search webinar in 2011, we’ll dive even deeper into the details of a five-step best practice process with traditional and alternative manager case studies. Clear guidance for both clients and managers will also be covered, including “do’s and don’ts” for approaching our research process.

 


Live Webinar – Tuesday, June 18, 2013 – 1:00-1:45 PM CT

Please contact us for access to this video.

Investment Manager Search Stewardship

Live webinar to discuss a best practice approach to fulfilling your fiduciary duty to meet the investment manager search stewardship “Big 3” – high alpha, high integrity and low fees.

Many institutional investment programs suffered major losses during the 2008-2009 financial crisis due to poor products and even outright fraud. Lack of a disciplined investment manager search due diligence process was almost always the root cause.

Register now to join us for a live webinar to discuss a best practice approach to fulfilling your fiduciary duty to meet the investment manager search stewardship “Big 3” – high alpha, high integrity, and low fees.

Continuing the conversation from our last webinar, Investment Stewardship 2011: Fiduciary Duty in An Uncertain Decade, we’ll dive deeper into two key fiduciary responsibilities that lead to high alpha, high integrity, and low fees:

  • Quality control – Get to know managers with thorough due diligence steps to avoid fraud and poor products. We’ll review a five-step process for fulfilling your manager search fiduciary duty in detail.
  • Cost control – Keep costs from eroding performance by actively negotiating so-called “industry standard” fees. We’ll review a case study where the institution realized significant cost savings through fee analyses and aggressive negotiation.

 


Live Webinar – Friday, July 22, 2011 – 1:00 PM CT
Investment Manager Search Stewardship
The Fiduciary Duty of High Alpha, High Integrity & Low Fees

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

Investment Stewardship 2011

Discusses today’s emotional market volatility and a focused approach to meeting the requirements of investment stewardship in 2011 and beyond.

In the wake of the 2008-2009 financial crisis, institutional investment stewards are faced with more complex fiduciary duties than ever.

Join us for a live webinar to address today’s emotional market volatility and discuss a focused approach to meeting the requirements of investment stewardship in 2011 and beyond.

This webinar will review the three key fiduciary responsibilities that lead to successful investment programs in good markets and bad:

  • Risk control – Stay off the greed-fear roller coaster with complete clarity on asset allocation and a conviction to rebalance as needed.
  • Quality control – Get to know your managers with thorough investment manager search due diligence steps to avoid fraud and poor products.
  • Cost control – Keep costs from eroding performance by actively negotiating so-called “industry standard” fees.

 


Live Webinar – Wednesday, May 25, 2011 – 1:00 PM CT
Investment Stewardship 2011
Fiduciary Duty in An Uncertain Decade

Presenters: Brett Christenson, CFP®, CFA and Greg Leonberger, FSA

Please contact us for access to this video.