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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