Beyond IRR: Performance Measurement in Private Equity – Don’t Get Left Behind

Private equity (PE) is no longer a niche play. With asset owners shifting from the traditional 60/40 model to a more diversified 40/30/30 allocation, alternative assets are now central to modern portfolios. However, as PE allocations increase, so do the challenges for investment managers: opaque valuations, cash flow-driven returns, difficulties with benchmarking, and the complexity of blending private and public exposures.

Private equity demands its own performance measurement approach. We examined this in a practical, expert-led webinar discussion with John D. Simpson, CIPM, Executive Vice President and Chief Verification Officer (CVO) at TSG, and Mark Elliott, Director & Head of Performance and Attribution Solutions at SS&C Technologies. We explored:

• Why private equity is reshaping portfolios from the traditional 60/40 model to a 40/30/30 mix.
• What analytic measures are appropriate for PE performance measurement and why.
• How challenges around private equity data management, benchmarking and reporting can be met.

Please fill out the form to access the webinar recording. To learn more about our solution to support your performance measurement needs, visit the SS&C Sylvan page.