Portfolio and Risk Management for Private Equity Fund Investments

2013 ◽  
pp. 638-653
Author(s):  
Axel Buchner ◽  
Niklas Wagner
Keyword(s):  
Risk Management ◽  
Private Equity ◽  
Equity Fund ◽  
Private Equity Fund

The SEC turns up the heat on private equity expense allocations

2016 ◽  
Vol 17 (2) ◽  
pp. 35-38
Author(s):  
Samuel Lieberman ◽  
John T. Araneo
Keyword(s):  
Financial Services ◽  
Private Equity ◽  
Equity Fund ◽  
Content Type ◽  
Private Equity Fund ◽  
Fund Managers ◽  
Compliance Programs ◽  
Raising Awareness ◽  
The Us ◽  
Practical Implications

Purpose To discuss the US Securities and Exchange Commission’s (“SEC’s”) increasing focus on disclosure and conflict-of-interest problems arising from how private equity fund (“PE Fund”) managers allocate expenses between management and fund investors. Design/methodology/approach This article summarizes the background of this focus on expense allocations and, drawing from the recent SEC enforcement actions focused on this issue, and identifies the types of both expenses and disclosures that have caught SEC attention. Findings After spending the first two or three years post Dodd-Frank raising awareness of these issues, the SEC has begun to impose large fines over expense-allocation conflicts and disclosure issues. Practical implications It is imperative for PE Fund managers to retain counsel to review their fund offering documents, expense allocation practices, and compliance programs to ensure consistency with the SEC’s recent decisions on these issues. Originality/value Practical guidance from experienced financial services lawyers.

scholarly journals Growth Strategies in Foreign-Invested Enterprises through Stabilizing Industrial Relations: A Case Study on Oriental Brewery

2013 ◽  
Vol 14 (2) ◽  
pp. 35-58
Author(s):  
Changmin Lee ◽  
Hyoung-Goo Kang ◽  
Young-Sang Yi
Keyword(s):  
Private Equity ◽  
Industrial Relations ◽  
Growth Strategies ◽  
Contributing Factors ◽  
Equity Fund ◽  
Dominant Position ◽  
Private Equity Fund ◽  
Before And After ◽  
Foreign Invested Enterprises

This paper suggests ways to develop healthy industrial relations at foreign-invested enterprises after M&A by studying Oriental Brewery Co., Ltd (“OBC”) case. OBC has the unique feature of being a foreign private-equity-fund (KKRKohlberg Kravis Roberts) invested company with dual unions. It is the only consumer product company in Korea that has regained the number one position in 2011 after 15 years of a continuous drop from the once dominant position with up to 70% of market share in the early 1990s. We have identified the contributing factors of such success from the perspective of union-management relationship before and after the M&A.

Practical Applications of The Evolution of Private Equity Fund Value

2021 ◽  
Vol 24 (Supplement1) ◽  
pp. 1.4-5
Author(s):  
Gregory W. Brown ◽  
Hu Wendy Y. ◽  
Jian Zhang
Keyword(s):  
Private Equity ◽  
Equity Fund ◽  
Practical Applications ◽  
Private Equity Fund

Putting Private Equity Scorecard Approach (PESA™) to Work

2018 ◽  
Keyword(s):  
Theoretical Model ◽  
Organizational Structure ◽  
Private Equity ◽  
Information Environment ◽  
Modus Operandi ◽  
Equity Fund ◽  
Private Equity Fund ◽  
A Company

The theoretical model of Private Equity Scorecard Approach (PESA™), introduced an article in the Spring 2018 issue of The Journal of Private Equity (“Private Equity Scorecard Approach: Quality versus Myth”), develops a methodology to value a company based on its quantitative and qualitative indicators. As pointed out in the article, however, any model would only exist in theoretical boundaries, unless applied in practice. In this article, the author discusses the specific characteristics of the internal processes and organizational structure of a private equity fund that uses the PESA™ methodology in its modus operandi. The author provides practical examples of the fund’s approach to investments as well as the necessary information environment in which the fund operates.

Industry-Wise Investment Pattern of Select Private Equity Funds in India

2018 ◽  
Keyword(s):  
Financial Services ◽  
Private Equity ◽  
Equity Fund ◽  
Equity Investment ◽  
Private Equity Fund ◽  
Investment Pattern ◽  
Equity Funds ◽  
Private Equity Funds ◽  
Indispensable Tool

The article is an analysis of Private Equity investment deal values across 24 industries by select Private Equity funds from 2007–2016. The purpose of the research is to identify any patterns of movement of deal values. The study established the growth rate of deal values and observed the performance of each Private Equity fund throughout the 10-year period. The purpose of the study is to determine the significance of Private Equity investment for the promotion, growth, and development of industries. In the case of heavy industries such as Energy, Engineering and Construction and Manufacturing, Private Equity investment becomes inevitable, at least as a supplement to government funding. Due to rising disposable income and purchasing power of people, industries such as BFSI (Banking, Financial Services, and Insurance) Retail, and other services such as Travel, Transport, and Telecom are also attracting considerable Private Equity. The role of Private Equity as an indispensable tool for industrialization is emerging and becoming dynamic. Furthermore, the government’s go-ahead attitude towards reforms is further boosting Private Equity investment’s opportunities and impact on India’s economic development.

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