Asset allocation and private markets : a guide to investing with private equity, private debt and private real assets / Cyril Demaria, Rémy He, Maurice Pedergnana, Roger Rissi, Sarah Debrand.
By: Demaria, Cyril [author.]
Contributor(s): He, Rémy [author.] | Pedergnana, Maurice [author.]
Language: English Publisher: Hoboken : Wiley, 2021Edition: First EditionDescription: 1 online resourceContent type: text Media type: computer Carrier type: online resourceISBN: 9781119381006; 9781119380993; 9781119381013Subject(s): Asset allocation | Private equity | Portfolio managementGenre/Form: Electronic books.DDC classification: 332.63/2 LOC classification: HG4529.5Online resources: Full text is available at Wiley Online Library Click here to viewItem type | Current location | Home library | Call number | Status | Date due | Barcode | Item holds |
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COLLEGE LIBRARY | COLLEGE LIBRARY | 332.632 D3917 2021 (Browse shelf) | Available | CL-52964 |
Includes index.
ABOUT THE AUTHOR
CYRIL DEMARIA is the manager of a series of venture capital funds, after serving as partner and head of private markets at Wellershoff & Partners and Chief Investment Officer in charge of private markets research at UBS Wealth Management. He is an Affiliate Professor at EDHEC Business School.
MAURICE PEDERGNANA is General Secretary of SECA, the representative body for private markets in Switzerland. He is professor at the Lucerne University of Applied Sciences and CIO at Zugerberg Finanz.
RÉMY HE is an investment analyst at Obviam, a Swiss investment firm focusing on private markets investments in emerging and frontier market.
ROGER RISSI is a lecturer at the Lucerne University of Applied Sciences and Arts (HSLU). His research areas include advanced capital market and portfolio theory, corporate finance, risk management and asset allocation with alternative investments.
SARAH DEBRAND is a Capital Markets Senior Analyst in a leading investment bank in London.
TABLE OF CONTENTS
Foreword
Acknowledgments
About the Authors
Data Sources
Abbreviations and Acronyms
Introduction
Chapter 1: Sources of Capital: Nature, Constraints, and Objectives
Chapter 2: Asset Allocation: Models, Limits, and Adaptations
Chapter 3: Private Markets Investing
Chapter 4: The Three Dimensions of Investment
Chapter 5: Portfolio Construction and Management
Conclusion
Glossary
Bibliography
Index
"The book seeks to address the need for institutional investors to address failing asset allocation strategies by allocating a larger proportion of assets to private market structures. As returns from bonds and stocks have been disappointing and the stock market volatile private assets are of increasing interest to pension managers and other large asset allocators. The book will focus on private equity, private debt and private real assets and will cover debates about correlation with other asset classes, returns, risks, the "endowment model", construction and deployment of an allocation, hedging (or the lack thereof) and illiquidity. All of this information is useful to large asset managers, pension funds in particular, that struggle to find a single authoritative source that deals with this type of asset"-- Provided by publisher.
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