May 20, 2019
PME Webinar: Key Takeaways
Recap of our private market equivalent webinar to define and explain the history of a PME.
May 17, 2019
Chart of the Month: Secondary Returns From Discount vs. Asset Growth
Discounts are not necessarily the biggest driver of returns. Cobalt’s May Chart of the Month explains what this can mean for your secondary strategy returns.
May 14, 2019
Leveraging Private Market Equivalents (PME) for Industry-Level Analysis
Many LPs are already leveraging Private Market Equivalents (PMEs) for portfolio analytics. However, Cobalt LP shares the value in leveraging PMEs for industry-level analysis as a whole.
April 26, 2019
Chart of the Month: Comparing Private Markets and Public Indices
Cobalt LP’s April Chart of the Month compares private markets against public indices. This chart highlights fund performance for each vintage year.
April 23, 2019
Public Market Equivalent (PME) in Private Equity
The importance of a public market equivalent (PME) analysis and how it allows investors to make direct comparisons between private market funds and public benchmarks.
April 8, 2019
Private Credit Exposure: A Growing Trend for LPs
The Hamilton Lane Private Markets Survey found that LPs have increased their private credit exposure within their portfolios since 2017. Cobalt LP breaks down how to streamline and take advantage of this trend.
March 28, 2019
Trends in Private Equity: What LPs are Thinking
Excerpt: Hamilton Lane’s Private Markets Survey showed interesting trends in private equity. We’ll explain how LPs approach private markets investing in 2018 and 2019.
March 22, 2019
Chart of the Month: Risk Adjusted Performance Over A 20 Year Basis
Hamilton Lane’s March Chart of the Month evaluates private equity risk adjusted performance over a 20 year basis. It highlights the annualized time-weighted return for private equity, credit and real assets.
March 13, 2019
Digital Transformation in Private Equity
2019 trends LPs must consider in private markets and the technologies they should be thinking about to embrace the digital transformation.
March 5, 2019
Growing Private Equity Exposure of Limited Partners
LPs are growing their private equity exposure, particularly among insurance companies. We explain how technology solutions can help LPs understand the private industry and plan for future commitments.
