PERSPECTIVE3-5 min to read

Role of Private Assets in portfolios and society – webinar

Our latest webinar explores trends and opportunities in Private Assets.

17/03/2021
Private-assetssplash-image2

Authors

Caspar Rock
Chief Investment Officer
Rainer Ender
Global Head of Private Equity, Schroders Capital
Jeremy Rogers
Chief Investment Officer, Big Society Capital

Kate Leppard and Caspar Rock were joined by Rainer Ender, Head of Private Equity at Schroders Adveq, and Jeremy Rogers, Chief Investment Officer of Big Society Capital.

Some of the key points raised:

- Private assets can play a valuable role in diversified portfolios, where investors can afford to lock up a portion of their capital for the longer term.

- The private equity model has proved resilient through two periods of severe market stress: Covid-19 and the financial crisis of 2008.

- While some of the earliest private equity investors were feared as “barbarians at the gate”, the industry is now increasingly aware of its social responsibilities.

- Private equity can offer a way to access successful companies that are remaining private for longer than has traditionally been the case.

- The industry’s strong track record means it attracts significant capital, reducing the “illiquidity premium” on offer.

- The private market in impact investments is a source of significant untapped opportunity, offering diversified sources of returns with low correlation to other portfolio holdings. Revenue streams are often government-backed.

- Impact investments can provide solutions to significant UK social challenges. Areas that Big Society Capital has been investing in include housing for vulnerable groups, debt for social enterprises and social outcome contracts.

Issued in the Channel Islands by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroders (C.I.) Limited, licensed and regulated by the Guernsey Financial Services Commission for banking and investment business; and regulated by the Jersey Financial Services Commission. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

 

Authors

Caspar Rock
Chief Investment Officer
Rainer Ender
Global Head of Private Equity, Schroders Capital
Jeremy Rogers
Chief Investment Officer, Big Society Capital

Topics

Perspective
Economic views
Private Assets
Global Market Perspective

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF, (No.24546) . Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at 40 Esplanade, St. Helier, Jersey JE2 3QB, (No.31076).

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.