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Private equity readies for retail investors

Goola Warden
Goola Warden • 15 min read
Private equity readies for retail investors
Photo Credit Bloomberg
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Retail investors may soon be able to invest in private market investment funds. Do investors understand the mechanics of PE?

Private equity (PE) plays an increasing part in the portfolios of many sovereign wealth funds, pension plans, endowments, insurance funds and high-net-worth individuals. For instance, around 20% of most institutional portfolios are invested in alternatives such as PE and credit. In Europe and the US, retail investors can invest in certain evergreen PE vehicles.

On March 27, the Monetary Authority of Singapore (MAS) announced it is asking for feedback on a proposed regulatory framework for retail investors to invest in private market investment funds. The proliferation of evergreen products and the recent European Long Term Investment Funds (ELTIF) 2.0 regulation have made private equity more investment-friendly for retail investors.

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