LBO Link’s Post

🎯 How to invest in the FTSE 100 There are several ways to invest in the FTSE 100, from buying individual shares to investing in managed funds. 📖 Read the full article in the comments from Rob Morgan, Spokesperson & Chief Analyst, on how to invest wisely in the UK's 100 largest listed companies ⬇️ #FinancialGoals #PensionSavings

Today’s limited partners are not the LPs of yesterday. Pension funds, university endowments, and insurance companies remain the mainstays. But family offices and high-net-worth individuals occupy an increasingly important seat at the table. Their portfolios are rapidly evolving, as PE/VC investments join the traditional mix of real estate and public equities. Notably, 2023 marked the first time family offices allocated more toward PE/VC than equities. Meanwhile, wealthy individuals are expected to funnel over $7 trillion into private markets by 2033. The challenge for family offices and high-net-worth investors is identifying and partnering with the right VC firms. A good place to start is not with the established names, but the emerging ones. Funds under $350 million are ~50% more likely to return 2.5x+ the invested capital than those with $750+ million. Go small to get the big returns that can help protect and grow family wealth across generations. Sources: Deloitte Private, PitchBook, PWM #Investing #VentureCapital #VC #privatemarkets #privateequity

📰 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗙𝘂𝗻𝗱𝘀 𝗔𝗿𝗲 𝗣𝘂𝗹𝗹𝗶𝗻𝗴 𝗛𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗙𝗿𝗼𝗺 𝗦𝘁𝗼𝗰𝗸𝘀 Interesting market dynamics are emerging as major indexes reach record highs, as reported by the Wall Street Journal. Investment managers at pension funds are shifting their focus from equities to alternative investments such as private equity and private debt. This shift could stimulate global M&A activity and deployment of capital in two ways: 1. Strategic Alternatives: The C-suite could pursue strategic alternatives (e.g., acquisitions, divestitures) to maintain or boost stock prices as investment managers sell their positions. 2. Value Creation Strategies: Access to more capital supports more value creation strategies to enhance the performance and growth of private equity portfolio companies.

The power of private equity: The world's biggest PE investors announced! 💼 In a dynamic market that is constantly evolving, private equity remains a robust investment opportunity. Despite fundraising challenges, the top 100 investors are on the rise, with a total of $2.3 trillion invested in private equity as of December 2023 - an impressive 8.5% increase from the previous year. 📈 Curious who leads the pack? From Singapore's Temasek Holdings to the California Public Employees' Retirement System, the Global Investor 150's 2024 ranking reveals the titans of private equity investment. These investors are not just making moves in the market, they are setting benchmarks with their strategic allocations. 💡 Read the full ranking and discover the strategies these institutions are using to stand out in the competitive world of private equity.📊 https://lnkd.in/en4PfBpi #PrivateEquity #Investing #Finance #GlobalInvestors #MarketTrends

Mergers and Acquisitions (M&A) involving DB pension schemes can be tricky to navigate, with careful planning and consideration needed to protect the scheme’s position, mitigate risk and also allow the opportunity to create value. M&G’s Additional Funding Solution (AFS) may be a suitable solution to help with these concerns. Watch the short clip below to find out how AFS can support the aims of trustees and the sponsor / potential sponsor in a M&A scenario. This is only intended for advisers for pension schemes and/or scheme Trustees, Sponsors and Trusts. It’s not for retail customers or scheme policyholders. This is for information only and is not advice or a recommendation. #definedbenefitschemes #definedbenefitsolutions #pensionschemes

This is not new news (that sounds weird), private equity has continued to find alternate sources of capital to invest and despite the perception of the “non capitalists”, ordinary people hold a large chunk of money in their retirement plans. This money is set and forget and pray we don’t have another 2008 or 2020 (of course these were the ones that I personally went through) and maybe we retire with enough to live just above the poverty line until we ultimately pass. Private Equity firms like KKR Apollo Global Management, Inc. Blackstone Bain & Company Advent (list goes on and on) want to get their hands on the “dumb money”. To be clear “dumb money” is defined as “investors who are generally viewed as relatively less informed and are often more emotional when it comes to investment decisions”, I am not saying individuals who solely invest in equities and mutual funds are stupid. Some are, and that’s ok, that’s why they pay experts to manage their funds. But would PE really provide the little people higher returns? Or are they just looking for additional avenues to collect their management fees and grow their AUM? I personally believe it is a healthy mix of both. Private equity has some of the smartest individuals in the workforce. From operations to finance to supply chain, you name it, they have it. However, even the smartest guys in the room make mistakes and sometimes they are big. There is only so much research that can be done, models created, and financial reports that will paint that pretty picture of where their optimism lies. So, although you might have an opportunity to get a higher returns more frequently you have to have a higher risk tolerance. Last thing, then I want some participation. There are trillions of dollars sitting on the sideline right now with no where to deploy the capital. If PE gets access, what are they going to do with it? #finance #investment #money #equities #stock #privateequity #nyse #business #sales Leap Brands Leap Health Nick Zecchino

Are you going under the hood of your #institutionalinvestment portfolios to understand your #alts allocations and how they can accelerate alpha? In a KKR report, alternative investing is up by 10% over 2022 for #familyoffices. Full insights from InvestmentNews with perspectives Adero Partners, Harbor Asset Private Wealth, LVW Advisors. Vidrio(dot)com helps allocators from #OCIOS to #consultants, #assetmanagers, #familyoffices, #endowments, #pensions, and others increase portfolio clarity through better #datamanagement controls and advanced reporting and analytics. Reach out today for a free demo of our system. How to ensure alts exposure adds value to your portfolio - InvestmentNews https://hubs.li/Q02GmqKb0

How do we make it convenient for individual investors to access #privateequity? “To make private equity accessible to individual investors, we must maintain the same institutional rigour and performance standards. This means adapting our operational platform to be more convenient for individual #investors.” Says Peter Beske Nielsen, EQT’s Global Head of Wealth. Read his full piece here: https://ow.ly/EfLa50UtlTJ

This is a very useful piece for PE firms looking to extend their reach for capital into the individual investor space. Vistra Fund Solutions made a major move in 2024, for providing the operational platform mentioned below, through the acquisition of Phoenix American’s fund admin business. The STAR platform is designed to manage the complex requirements for managing individual investors and now we have combined it with Vistra’s global capability for fund administration. Get in touch if you’re interested to know more.

This is a very useful piece for PE firms looking to extend their reach for capital into the individual investor space. Vistra Fund Solutions made a major move in 2024, for providing the operational platform mentioned below, through the acquisition of Phoenix American’s fund admin business. The STAR platform is designed to manage the complex requirements for managing individual investors and now we have combined it with Vistra’s global capability for fund administration. Get in touch if you’re interested to know more.