Tipping the Scales: Balancing Private and Public Investments

With new private investment opportunities emerging across a range of asset classes, including private equity, real estate and private credit, many investors are reevaluating the role of these assets in their portfolios. Additionally, innovative fund structures are increasing accessibility by alleviating some of the illiquidity and tax reporting barriers that previously prevented investors from participating in private investments.

But education is key to navigating the complex private investment landscape, and important questions must be addressed: Will the “illiquidity premium” — the extra compensation investors demand for holding a less liquid asset — continue to manifest in the future? And what about alpha as a source of outperformance?

A new report by The Northern Trust Institute provides answers to these questions and more, including research-backed insights on the historical performance of private and public equity, private investment options and how to determine your optimal private investment allocation. Download the full paper to learn more.



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