Summary

• In this article, we explore why we believe direct co-investments are well suited for retirement-plan sponsors seeking to incorporate private equity investments into their defined contribution and defined benefit plans.
• Unlike traditional drawdown private equity funds, evergreen vehicles can provide consistent PE exposure by enabling continuous deployment of capital and avoiding the typical fund’s ramp-up/wind-down cycle.
• As regulatory reform continues to favor the inclusion of PE in retirement plans, a growing array of evergreen funds now offers continuous exposure to the asset class for retirement plan sponsors to consider.

By Peter von Lehe | Maura Reilly Kennedy | Madeline Cary

An expanding array of evergreen solutions now aims to deliver continuous private equity exposure for retirement plan participants. But not all evergreen approaches are created

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