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Powerful Analytical Insights into the Investment Performance of Ten Leading PE Funds and Their Institutional Investors

High Value-Add Analysis - Jan 2023 (#00579)
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An insightful analysis of the investment performance of ten of the most highly regarded private equity funds, based on data from four large US state pension funds that disclose performance metrics (CalPERS, Florida SBA, Pennsylvania PSERS, and Washington State Investment Board). The data was primary sourced from 259 LP interests in 191 sponsor funds, since inception through fiscal year-end 2020, with $80 billion distributed. A Top 10 Index was constructed and includes the returns for the ten largest PE sponsors: Advent, Apollo, Blackstone, Carlyle, Cerberus, CVC, KKR, Silver Lake, TPG, Warburg Pincus. This HVA provides all the Excel backup information.

Important insights senior decision-makers will gain from this HVA include:

  1. What is the performance of ten of the largest PE funds since inception through fiscal year-end 2020?
  1. What are the essential performance metrics in addition to IRR?
  1. What are the performance metrics of individual PE funds?
  1. What is the performance of the “Top 10 PE index”?
  1. How do PE fund vintage years differ?
  1. How are the returns among individual institutional investors by PE fund and vintage year?
  1. How does a PE IPO prospectus compare to the data disclosed by the investors?