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Private equity, real estate victims of their own success

February 10, 2017

Private equity, real estate victims of their own success

February 6, 2017 | by ARLEEN JACOBIUS | Pensions & Investments 

Most alternative investments took a hit in assets in the year ended Sept. 30, as higher distributions than capital calls made their mark on defined benefit plan portfolios.

Pensions & Investments‘ annual survey of the largest U.S. retirement plans showed assets invested by defined benefit plans among the top 200 funds dropped 7.2% in private equity, 6.4% in hedge funds, 1% in real estate equity and 0.9% in real estate investment trusts.

There were a few bright spots: energy investments rose 52% and infrastructure, 16.2%, but both were coming off still-small bases.

Private equity and equity real estate particularly suffered from too much of a good thing.

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