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Why Private Market Due Diligence Is Becoming a Portfolio-Level Conversation
Blue Vault highlights an InvestmentNews discussion in which EQT's Peter Aliprantis argues that private-market allocations should begin with portfolio construction. The September 25 article addresses diversification, manager access and deal sourcing alongside the selection of individual products.
The coverage stresses the interaction between an investment and an investor's existing holdings. Liquidity requirements, geographic and sector concentration, sponsor exposure and investment vintages can change the significance of an otherwise attractive standalone opportunity. The article's focus is portfolio fit, rather than endorsement of a particular fund.
Research considerations
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