Blackstone

NOVEMBER 16, 2023

From 2015 to 2023, a portfolio that added a 20% allocation to private credit reduced volatility, increased annualized returns, and added 140 basis points of income. From 2015 to 2023, a portfolio that added a 20% allocation to private credit reduced volatility, increased annualized returns, and added 140 basis points of income.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” With a home equity line to collateralized your house.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Pension Pulse

NOVEMBER 10, 2023

Our original investment was made in 2015 alongside BPEA EQT. Our original investments were made between 2015-2017. Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities.

Investing 59

Investing Buyout Stakes Assets 59