How to Benchmark Private Capital

Research Paper
May 1, 2019
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We discuss the importance of constructing a benchmark for private-capital portfolios that is both accurate and informative. We address the characteristics that such a benchmark should have and recommend a pooling methodology to avoid the danger of misleading performance data. This paper was originally published on Burgiss.com. MSCI acquired The Burgiss Group, LLC in October 2023.

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