The valuation bridge is a key tool for understanding the value creation of a private equity fund. But despite its valuable insights, the bridge is often categorized as an “LP-only” tool and not widely used by GPs. In the ever evolving and competitive fundraising landscape, GPs who fail to understand their valuation bridge and proactively utilize it as an analytics tool are missing an opportunity to create compelling narratives about their strategy and risk being unprepared for questions from potential investors.
As a Senior Investment Officer at the Office of the New York City Comptroller, Eneasz Kadziela, CFA, CAIA is part of a team that is responsible for advising and monitoring the private equity portfolio of the five New York City retirement systems who are in aggregate $229 billion in assets and benefit the public employees, teachers, firefighters, and police of New York City
From years of working with GPs and LPs across the private markets, we’ve had a behind the scenes look of many tech stacks and processes. While most have implemented specific software for fund accounting or CRM capabilities, portfolio performance data management and analysis is still left to non-specific tools: spreadsheets or generic business intelligence software.
This blog post highlights how data-driven investors like New Mexico PERA can leverage TopQ+ to enhance their portfolio analytics for more effective manager due diligence.
Analytics Best PracticesFund Investor Insights Client Case Study: How Desjardins outgrew the consultant model and enhanced their internal due diligence capabilities with TopQ+ by Andrés Ramos, Content Marketing Specialist - eVestment Private Markets This blog post highlights one of common stories we hear from Limited Partners: they need better tools to get to the data [...]
Analytics Best PracticesFund Investor Insights Understanding Private Fund Return Concentration with Return Curve Analysis by Andrés Ramos, Content Marketing Specialist - eVestment Private Markets The return curve is a data visualization technique that, when applied to a private markets fund or track record, acts as a powerful tool to help identify how value has been created. It plots the percent contribution [...]
Analytics Best PracticesInvestor Relations What are LPs Really Doing with Your Track Record? by Cameron Nicol, Senior Marketing Manager - eVestment Private Markets It’s a trend you’ll likely have experienced first-hand as a member of a private fund manager’s Investor Relations or Finance team – increasingly complex, granular and frequent requests for your fund and [...]
Analytics Best PracticesOperations Excellence Analyzing Your Portfolio with eVestment Private Markets by Graeme Faulds, Director of Product - eVestment Private Markets The Performance Analytics functionality of eVestment Private Markets originally set out to help institutional investors streamline and enhance their quantitative due diligence process. While this remains as the primary use, a growing proportion of [...]
Analytics Best PracticesOperations Excellence Gaining Deeper Insight into Private Equity Value Creation with IRR Attribution Analysis by Graeme Faulds, Director of Product- eVestment Private Markets The Internal Rate of Return (IRR) has several well documented issues but remains the most commonly used measure of private market performance. One of the most commonly cited issues relates [...]
Analytics Best PracticesFund Investor Insights Quantifying the Impact of Investors’ Skill on Private Equity Portfolio Returns Quantifying the Impact of Investors’ Skill on Private Equity Portfolio Returns September 29th, 2017 While all institutional investors strive to predict and select top quartile private equity funds, there is a significant cost of missing out on these funds. [...]