Private Equities

[cs_content _p=’16561′][cs_element_section _id=”1″ ][cs_element_layout_row _id=”2″ ][cs_element_layout_column _id=”3″ ][cs_element_headline _id=”4″ ][cs_content_seo]privateMetrics® Indices (USD)\n\n[/cs_content_seo][cs_element_text _id=”5″ ][cs_content_seo]privateMetrics indices represent the performance of private companies. The private2000 index includes the top 2,000 constituents by size and represent c.13% of the private market capitalisation in 30 countries.* The privateUS, privateEurope, and privateAPAC indices include constituents from each geography in the constituent universe of 2000 private companies. Indices are value weighted

\n\n[/cs_content_seo][cs_element_layout_grid _id=”6″ ][cs_element_layout_cell _id=”7″ ][cs_element_button _id=”8″ ][cs_content_seo]Download the index factsheet\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”9″ ][cs_element_button _id=”10″ ][cs_content_seo]Visit the product page\n\n[/cs_content_seo][/cs_element_layout_cell][/cs_element_layout_grid][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”11″ ][cs_element_layout_row _id=”12″ ][cs_element_layout_column _id=”13″ ][cs_element_headline _id=”14″ ][cs_content_seo]CUMULATIVE INDEX PERFORMANCE – GROSS RETURNS (USD) \n\n[/cs_content_seo][cs_element_raw_content _id=”15″ ][cs_content_seo]

\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”16″ ][cs_element_headline _id=”17″ ][cs_content_seo]Annual Performance (%)\n\n[/cs_content_seo][cs_element_raw_content _id=”18″ ][cs_content_seo]
\n\n[/cs_content_seo][cs_element_text _id=”19″ ][cs_content_seo]* From June 30, 2013

\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”20″ ][cs_element_layout_row _id=”21″ ][cs_element_layout_column _id=”22″ ][cs_element_headline _id=”23″ ][cs_content_seo]INDEX PERFORMANCE – GROSS RETURNS (%) (NOV 2024)\n\n[/cs_content_seo][cs_element_raw_content _id=”24″ ][cs_content_seo]

\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”25″ ][cs_element_headline _id=”26″ ][cs_content_seo]FUNDAMENTALS (NOV 2024)\n\n[/cs_content_seo][cs_element_raw_content _id=”27″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”28″ ][cs_element_layout_row _id=”29″ ][cs_element_layout_column _id=”30″ ][cs_element_headline _id=”31″ ][cs_content_seo]Index\n\n[/cs_content_seo][cs_element_raw_content _id=”32″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”33″ ][cs_element_headline _id=”34″ ][cs_content_seo]Annualized std dev\n\n[/cs_content_seo][cs_element_raw_content _id=”35″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”36″ ][cs_element_headline _id=”37″ ][cs_content_seo]Sharpe ratio\n\n[/cs_content_seo][cs_element_raw_content _id=”38″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”39″ ][cs_element_headline _id=”40″ ][cs_content_seo]max drawdown\n\n[/cs_content_seo][cs_element_raw_content _id=”41″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][cs_element_layout_row _id=”42″ ][cs_element_layout_column _id=”43″ ][cs_element_text _id=”44″ ][cs_content_seo]✶ Since inception annualised median turnover ❈ Based on monthly gross returns data, ♱ Based on 10 year monthly returns and NY FED Overnight SOFR from Sep 1, 2021 & on ICE LIBOR 1M prior to that date for risk free rate.
*The private market capitalisation is defined as the sum of the equity valuation of all companies in the Private Equity Backed Universe. Countries included are Australia, Belgium, Canada, China, Czech Republic, Denmark, Finland, France, Germany, Hong Kong, India, Ireland, Israel, Italy, Japan, Malaysia, Netherlands, New Zealand, Norway, Poland, Saudi Arabia, Singapore, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, UK, and US.
The Scientific Infra & Private Assets World PE Index was launched on Mar 31, 2024. Data prior to the launch date is back-tested (i.e., calculations of how the index might have performed over that time period had the index existed). Past performance is no indication or guarantee of future performance.

\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”45″ ][cs_element_layout_row _id=”46″ ][cs_element_layout_column _id=”47″ ][cs_element_headline _id=”48″ ][cs_content_seo]Top 10 INDEX CONSTITUENTS\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][cs_element_layout_row _id=”49″ ][cs_element_layout_column _id=”50″ ][cs_element_headline _id=”51″ ][cs_content_seo]private2000\n\n[/cs_content_seo][cs_element_raw_content _id=”52″ ][cs_content_seo]

\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”53″ ][cs_element_headline _id=”54″ ][cs_content_seo]privateUS\n\n[/cs_content_seo][cs_element_raw_content _id=”55″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”56″ ][cs_element_headline _id=”57″ ][cs_content_seo]privateEurope\n\n[/cs_content_seo][cs_element_raw_content _id=”58″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”59″ ][cs_element_headline _id=”60″ ][cs_content_seo]privateAPAC\n\n[/cs_content_seo][cs_element_raw_content _id=”61″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”62″ ][cs_element_layout_row _id=”63″ ][cs_element_layout_column _id=”64″ ][cs_element_headline _id=”65″ ][cs_content_seo]INDEX CHARACTERISTICS\n\n[/cs_content_seo][cs_element_layout_grid _id=”66″ ][cs_element_layout_cell _id=”67″ ][cs_element_headline _id=”68″ ][cs_content_seo]Market CapitaliSation (MUSD)\n\n[/cs_content_seo][cs_element_raw_content _id=”69″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”70″ ][cs_element_headline _id=”71″ ][cs_content_seo]Number of COnstituents\n\n[/cs_content_seo][cs_element_raw_content _id=”72″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][/cs_element_layout_grid][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”73″ ][cs_element_layout_row _id=”74″ ][cs_element_layout_column _id=”75″ ][cs_element_headline _id=”76″ ][cs_content_seo]KEY FACTOR EXPOSURES\n\nAbsolute factor exposures relative to the privateMetrics universe\n\n[/cs_content_seo][cs_element_raw_content _id=”77″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_column][cs_element_layout_column _id=”78″ ][cs_element_headline _id=”79″ ][cs_content_seo]WHAT FACTORS MEAN\n\n[/cs_content_seo][cs_element_layout_grid _id=”80″ ][cs_element_layout_cell _id=”81″ ][cs_element_icon _id=”82″ ][/cs_element_layout_cell][cs_element_layout_cell _id=”83″ ][cs_element_headline _id=”84″ ][cs_content_seo]PROFITABILITY\n\nFirms that have higher profits have a higher market value   \n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”85″ ][cs_element_icon _id=”86″ ][/cs_element_layout_cell][cs_element_layout_cell _id=”87″ ][cs_element_headline _id=”88″ ][cs_content_seo]MATURITY\n\nFirms that are mature exhibit less growth potential and trade a at a lower price\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”89″ ][cs_element_icon _id=”90″ ][/cs_element_layout_cell][cs_element_layout_cell _id=”91″ ][cs_element_headline _id=”92″ ][cs_content_seo]LEVERAGE\n\nFirms that can borrow more have a lower cost of capital and a higher value.\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”93″ ][cs_element_icon _id=”94″ ][/cs_element_layout_cell][cs_element_layout_cell _id=”95″ ][cs_element_headline _id=”96″ ][cs_content_seo]GROWTH\n\nFirms with higher revenue growth trade at a higher price.   \n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”97″ ][cs_element_icon _id=”98″ ][/cs_element_layout_cell][cs_element_layout_cell _id=”99″ ][cs_element_headline _id=”100″ ][cs_content_seo]SIZE\n\n

Larger, more illiquid firms trade at a lower price

\n\n[/cs_content_seo][/cs_element_layout_cell][/cs_element_layout_grid][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”101″ ][cs_element_layout_row _id=”102″ ][cs_element_layout_column _id=”103″ ][cs_element_headline _id=”104″ ][cs_content_seo]privateMetrics Index universe\n\n[/cs_content_seo][cs_element_text _id=”105″ ][cs_content_seo]PECCS classifies private companies across 5 objective and independent pillars. The classes in each pillar are exhaustive and mutually exclusive. Please refer to the complete description of the PECCS classification scheme here. Private companies eligible for inclusion in the private2000 index are drawn from the privateMetrics universe of over 1.3 million companies and are selected based on their computed market capitalization and country-activity weights based on the contribution of the country-sector to global private sector activity.\n\n[/cs_content_seo][cs_element_button _id=”106″ ][cs_content_seo]Check out the PECCS® Taxonomy\n\n[/cs_content_seo][cs_element_layout_grid _id=”107″ ][cs_element_layout_cell _id=”108″ ][cs_element_headline _id=”109″ ][cs_content_seo]GEOGRAPHY WEIGHTS\n\nCountries\n\n[/cs_content_seo][cs_element_raw_content _id=”110″ ][cs_content_seo]

\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”111″ ][cs_element_headline _id=”112″ ][cs_content_seo]PECCS® WEIGHTS\n\nActivity Pillar\n\n[/cs_content_seo][cs_element_raw_content _id=”113″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”114″ ][cs_element_headline _id=”115″ ][cs_content_seo]PECCS® WEIGHTS\n\nValue Chain Pillar\n\n[/cs_content_seo][cs_element_raw_content _id=”116″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”117″ ][cs_element_headline _id=”118″ ][cs_content_seo]PECCS® WEIGHTS\n\nLifecycle Pillar\n\n[/cs_content_seo][cs_element_raw_content _id=”119″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”120″ ][cs_element_headline _id=”121″ ][cs_content_seo]PECCS® WEIGHTS\n\nCustomer Model Pillar\n\n[/cs_content_seo][cs_element_raw_content _id=”122″ ][cs_content_seo]
\n\n[/cs_content_seo][/cs_element_layout_cell][cs_element_layout_cell _id=”123″ ][cs_element_headline _id=”124″ ][cs_content_seo]PECCS® WEIGHTS\n\nRevenue Model Pillar\n\n[/cs_content_seo][cs_element_raw_content _id=”125″ ][cs_content_seo]
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