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Private equity: how to approach this investment sustainably?

Growing interest in investing in unlisted companies is prompting investors to ask themselves questions about the right timing and ideal allocation for their portfolios. In an article published in Funds Magazine, Estelle Dolla sheds some useful light on the subject of unlisted investment in all its forms: private equity, co-investment, private debt, etc.

If you are a private investor or wealth management professional interested in one of our unlisted asset funds (co-investment, private equity, infrastructure, private debt), please contact us: Discover Our Offer

The specifics of unlisted investment

Unlike listed equities, private equity and unlisted investments work differently. Funds investing in unlisted companies raise money gradually over an investment period of 4 to 5 years, thus naturally integrating the technique of programmed investment.

The maturity of each investor and the diversification of risks are key factors. The private equity market offers a wide range of risk profiles, from venture capital funds to investments in real estate, infrastructure and private debt.

The optimal allocation to unlisted investments depends on the individual investor and his or her need for liquidity. Family offices, for example, had an average of 16% of their assets in unlisted investments at the end of 2023.

See our range of unlisted asset funds in detail

Finally, timing is not the main criterion in private equity. When investing in unlisted companies, it's more important to choose the right managers, based on a detailed knowledge of the teams and their track record.

To sum up, investing in unlisted companies requires a different approach to listed assets. Diversification, knowledge of the management teams and an allocation adapted to the investor's profile are essential.

For more information, see Estelle Dolla's original article on Funds Magazine.

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