New Performance Update Underscores Private Equity’s Consistent Pension Returns

Private Equity Continues To Outperform All Other Asset Classes Over The Long Term

WASHINGTON – Private equity continues to deliver the strongest returns to pensioners and investors over a 10-year time horizon, according to the American Investment Council’s (AIC) 2017 Q1 Performance Update Report, released today.

“Amid shifting economic conditions and a low-interest rate environment, private equity’s commitment to generating long-term results offers public pensions an especially effective and reliable investment strategy,” said AIC President and CEO Mike Sommers. “This report demonstrates how private equity consistently provides the highest returns, net of fees, for America’s public servants.”

The report shows annualized private equity investments outperformed the Russell 3000 index over the 3- and 10-year time horizons. Private equity performance also outpaced both the Russell 3000 and S&P 500 total returns indices by 2.4 percentage points each over the 10-year time frame ending March 31, 2017.

“Pension fund investments in private equity continue to outperform their investments in public indices over multiple time horizons,” explained Bronwyn Bailey, AIC’s Vice President of Research and Investor Relations. “Despite the record jump in stock values since 2016, private equity funds reliably outperform equity indices over the long-run.”

Read the full report here.

About the American Investment Council

The American Investment Council (AIC) is an advocacy and resource organization established to develop and provide information about the private investment industry and its contributions to the long-term growth of the U.S. economy and retirement security of American workers. Member firms of the AIC consist of the country’s leading private equity and growth capital firms united by their successful partnerships with limited partners and American businesses. More information about the AIC can be found at www.investmentcouncil.org.

 

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