There’s a potential illiquidity premium – the excess return received for tying up capital for an extended period of time – for allocating capital to private equity, private credit and private real estate markets that have historically delivered a substantial illiquidity premium relative to their public market equivalents.

Download this white paper to learn how you can help your clients determine the appropriate percentage to allocate to private markets by developing an “illiquidity bucket” that can also help instill a long-term disciplined approach to investing.

All investments involve risk, including possible loss of principal.

This material is intended to be for general interest only and should not be construed as general investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

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