Investing in Private Equity

August 5, 2024

No longer the exclusive domain of institutional investors, private equity investments are increasingly playing an important role in the portfolios of individual investors. Expanding a traditional 60/40 portfolio to include an allocation to private equity may help build portfolio resiliency, adding a new source of diversification and uncorrelated returns. Understanding private equity and its potential benefits can help advisors consider how this asset class may fit with a client’s long-term financial objectives.

 

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