Skip to content

Tipping the Scales: Balancing Private & Public Investments

Share

Share this article on FacebookShare this article on TwitterShare this article on LinkedinShare this article via EmailPrint this article

With new private investment opportunities emerging across a range of asset classes, including private equity, real estate and private credit, many investors are reevaluating the role of these assets in their portfolios.

Additionally, innovative fund structures are increasing accessibility by alleviating some of the illiquidity and tax reporting barriers that previously prevented investors from participating in private investments.

But education is key to navigating the complex private investment landscape, and important questions must be addressed: Will the “illiquidity premium” — the extra compensation investors demand for holding a less liquid asset — continue to manifest in the future? And what about alpha as a source of outperformance?

A new report by The Northern Trust Institute provides answers to these questions and more, including research-backed insights on the historical performance of private and public equity, private investment options and how to determine your optimal private investment allocation. Download the full paper to learn more.

Dive Deeper

Private Investments

Learn whether private investments are right for you and how to evaluate the opportunities.

THE NORTHERN TRUST INSTITUTE

Proven Advice for Moments that Matter

Learn More

Tags

Investing

Disclosures

This document is a general communication being provided for informational and educational purposes only and is not meant to be taken as investment advice or a recommendation for any specific investment product or strategy. The information contained herein does not take your financial situation, investment objective or risk tolerance into consideration. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. Any examples are hypothetical and for illustration purposes only. All investments involve risk and can lose value, the market value and income from investments may fluctuate in amounts greater than the market. All information discussed herein is current only as of the date of publication and is subject to change at any time without notice. Forecasts may not be realized due to a multitude of factors, including but not limited to, changes in economic conditions, corporate profitability, geopolitical conditions or inflation. This material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed. Northern Trust and its affiliates may have positions in, and may effect transactions in, the markets, contracts and related investments described herein, which positions and transactions may be in addition to, or different from, those taken in connection with the investments described herein.

LEGAL, INVESTMENT AND TAX NOTICE. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Periods greater than one year are annualized except where indicated. Returns of the indexes also do not typically reflect the deduction of investment management fees, trading costs or other expenses. It is not possible to invest directly in an index. Indexes are the property of their respective owners, all rights reserved

Related Articles

Check
Navigate to undefined
Money Masterclass

The Entrepreneur's Trust

Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

Check
Navigate to undefined
Money Masterclass

Wealth Planning for Couples Without Children

Planning considerations for modern families.

Check
Navigate to undefined
Money Masterclass

Working Together on Passive Income and Estate Planning Goals

The sale of an interest in commercial real-estate among relatives unlocks value.

Check
Navigate to undefined
Money Masterclass

Tools to Transfer Values with Wealth

Maintain family harmony with these wealth transfer tools.

Explore Specialized Advice

Check
Navigate to undefined

Business Owner

Check
Navigate to undefined

Executive

Check
Navigate to undefined

Multigenerational Families

Check
Navigate to undefined

Unexpectedly Single