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PEI Persepctives secondaries analysis
Heightened supply and the climbing cost of credit mean the pricing for infrastructure secondaries is increasingly attractive for buyers.
Secondaries Investor FY 2023 Investor Report
Virginia Retirement System and the State of Wisconsin Investment Board were among the most active LPs making secondaries investments last year.
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Secondaries Investor reported in December that the Canadian pension giant had teamed up with Lexington Partners to lead the transaction.
The $19.1bn system looks to become the latest public pension to change rules to allow flexibility.
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Many limited partner institutions either have used the secondaries market to sell fund stakes, or are ready to hit the market with sales as soon as pricing hits the right level.
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The system recently changed its policy to allow for quick commitments to continuation funds.
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LP portfolio sales led volume last year, clocking in at an estimated $60bn out of a total of $115bn, according to PJT Park Hill’s full-year volume survey.
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The $138.5bn system recently sold huge stakes of its private equity portfolio.
Liquidity from the system’s PE portfolio dropped off over the past two years.
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Many public pensions face governance issues when considering continuation fund opportunities.
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