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ARTICLE · 17 MAY 2017

Partners Group Eyeing Liquid Assets For Strategy Diversification

Herbert Smith Freehills Kramer LLP
Herbert Smith Freehills Kramer LLP
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To help meet daily valuation and liquidity demands of plan executives on the private equity side, Partners Group launched a strategy that includes an allocation to liquid assets

United StatesFinance and Banking
George Silfen
George Silfen
Ronald Feiman
Ronald Feiman
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To help meet daily valuation and liquidity demands of plan executives on the private equity side, Partners Group launched a strategy that includes an allocation to liquid assets. Robert Collins, managing director, investment solutions Americas at Partners Group, said 70% of the firm's strategy is invested in a "diversified, true private equity portfolio," but includes a 30% allocation to listed private markets for liquidity. The strategy is structured as a collective investment trust and is intended to be used in a professionally managed portfolio, such as a target-date fund. "Many plan sponsors today are exploring ways to bring the best parts of a DB portfolio to DC," Collins said. However, he believes the litigation-heavy environment has kept U.S. asset owners and large target-date providers from adopting the strategy.

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