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Fund terms visualised

Management fees, hurdle rates and carried interest waterfalls; a visual guide to economic fund terms today.

Why the hurdle rate needs a revamp

For all the debate it provokes, the conventional hurdle rate has remained stubbornly untouched since the ’80s.

Auxo: A small firm ringing big changes to fund terms

Breaking from tradition, Auxo Growth Holdings I has no management fees and all of its LPs are invested in the management company.

Hellman & Friedman IX: No hurdle, no problem

Investor documents reveal the firm has not included a preferred return hurdle for its ninth flagship fund, which is seeking $15bn.

The rise of individual investors: collateralised fund obligations

Private Equity International examines CFOs in the first of a series on how retail investors can access private equity.

Why LPs don’t stress when GPs mess with the pref

The hurdle rate is facing downward pressure; investors might just let it slide.

LPs push Blackstone to raise infra fund’s hurdle rate at first close

One investor said the original rate was ‘just not a standard hurdle’.

Inside the Astrea IV securitisation

Tapping retail investors is the next frontier for some blue-chip firms. Could collateralised fund obligations be the answer?

Carry and hurdles in three charts

A growing number of GPs have moved past the 20% carry and 8% hurdle norms, according to a survey by MJ Hudson.

Energy storage: the next great disruptor

Despite a clear need and high growth potential, investors have not backed the energy storage sector in large numbers, partly due to a lack of standardised contracts, finds Jordan Stutts.

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