June 22, 2020
Institutions have long allocated to private markets, very broadly speaking, for a combination of reasons that include potential for alpha, diversification, and, as long-term investors, in seeking a measure of consistency at scale. Family offices and larger institutional investors including pensions, foundations, and endowments have long recognized the benefits of investing in private markets. However, a leap into private equity investing is not to be taken lightly for individual accredited investors. “Think like an endowment” discusses factors related to private market investments for mass affluent investors in light of a recent SEC proposal.
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