Building Winning Portfolios Through Private Investments

As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a portfolio that incorporates both PE and VC investments is not straightforward. It requires skill and discipline. By looking at 2020 when private investments were among the top-returning assets classes, we learn more about how these investments have benefited institutional portfolios and provide some high-level tips on how to build winning portfolios. Investors properly positioned in private investments may have many more promising years ahead.

For an introduction to private investments and venture capital, watch the brief and educational videos with Caryn Slotsky, Senior Investment Director, at Cambridge Associates.