PEI Staff

Side Letter: New benchmarking tool; European zombie funds; Raymond James survey results

Side Letter will be taking a break over the Easter long weekend and will return on Tuesday, hopefully with a belly full of chocolate eggs. For now: zombie funds may return in Europe. Plus: LPs are souring on ESG and Coller Capital confirms its China strategy. Today's brief, for our valued subscribers.

Side Letter: Saudi PIF's GP disclosure; Goldman's insurance survey; Apollo HR head interview

A list shows which managers Saudi Arabia's $607 billion Public Investment Fund has committed LP capital to. Plus: the European Commission's "excessive" and burdensome regulation and Goldman finds private debt is increasingly popular. Here’s today's brief, for our valued subscribers only.

Side Letter: KKR's $8bn close; 5x continuation vindication; CalSTRS' two-pronged climate plan

KKR has closed its latest European flagship. Plus: How CalSTRS aims to deploy billions into climate investing; and the SEC is taking a closer look at third-party valuations. Here’s today's brief, for our valued subscribers only.

Side Letter: CPP's Kim interview; Goldman's plans; US pension's pause

The global head of private equity at the world's largest PE investor shares her thoughts on valuations, China and buying opportunities. Plus: Goldman eyes credit secondaries; and Fresno County Employees’ Retirement Association may pull back on PE. Here’s today's brief, for our valued subscribers only.

Neuberger Berman: SMAs are here to stay among Japanese LPs

The value proposition for separately managed accounts is as high as it’s ever been in today’s investment environment, say Jonathan Shofet and Yoshi Yagisawa at Neuberger Berman Private Markets.

Download PEI's 2023 Japan report

Inside: Making the cut – How Japanese LPs are getting selective about fund opportunities; After many previous false dawns, PE dealmaking is on the rise in Japan; Expert comment and analysis from NSSK, J-STAR, The Longreach Group and Neuberger Berman; Plus much more…

The Longreach Group: Untapped opportunities

Today’s dealfow dynamics offer a rich source of value-creation potential for investors in Japanese private equity, says Mark Chiba at The Longreach Group.

Mixed picture for Japanese fundraising

Japan-based capital raising picked up last year as country-focused volumes contracted – but the number of vehicles closed for both held steady.

J-STAR: Driving value through consolidation

Japanese PE firms can contribute to the local economy by investing in industry consolidation, say J-STAR’s Hideaki Sakurai, Kazumasa Ohara and Takashi Fukui.

NSSK: Business succession goes big

An ageing population is driving Japan’s business succession market and the targets are only getting larger, say NSSK’s Jun Tsusaka, Ryoji Kanamori and Makoto Iwami.