Report Highlights Private Equity’s Strong Long-Term Returns For Investors

Private Equity Continues To Outperform Traditional Equity Markets Over A 10-Year Horizon

WASHINGTON – Private equity continues to deliver outstanding long-term value to investors and retirees,…

Private Equity Continues To Outperform Traditional Equity Markets Over A 10-Year Horizon

WASHINGTON – Private equity continues to deliver outstanding long-term value to investors and retirees, according to the American Investment Council’s (AIC) Q2 2017 Performance Update, released today.

“For pensioners who value retirement security, the focus of private equity portfolio managers aligns perfectly with their long-term outlook,” said AIC President and CEO Mike Sommers. “Since market volatility is always a risk, private equity’s ability to achieve better performance over time sets it apart as a reliable strategy to guard against uncertainties and reach long-term objectives.”

According to the report, annualized private equity investments outperformed the Russell 3000 and the S&P 500 index by 2.3 and 2.4 percentage points, respectively, over the 10-year time frame ending June 30, 2017.

“Asset owners remain confident in private equity’s proven track record of long-term value creation,” said AIC Vice President of Research and Investor Relations Bronwyn Bailey. “In particular, private equity has successfully generated 8.9 percent annualized returns for pensions over a 10-year period, significantly exceeding stock market returns,” she said.

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.