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Tipping the Scales: Balancing Private & Public Investments

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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.

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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

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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

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