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Investing in Private Equity

UBS Alternative Investments, 1 December 2010

5 Pages Posted: 7 Mar 2011 Last revised: 28 May 2013

Sameer Jain

Active Allocator Inc.; Massachusetts Institute of Technology (MIT); Harvard University

Date Written: March 3, 2011


The fundamental reason for investing in private equity is to improve the risk and reward characteristics of an investment portfolio. Studies have shown that private equity returns do not correlate closely with returns from other asset classes, such as bonds and in certain cases public equities. Having an allocation to private equity therefore may help smooth out the returns of a balanced portfolio as well as provide additional sources of returns.

Suggested Citation

Jain, Sameer, Investing in Private Equity (March 3, 2011). UBS Alternative Investments, 1 December 2010. Available at SSRN: or

Sameer Jain (Contact Author)

Active Allocator Inc. ( email )

NJ 07310
United States

Massachusetts Institute of Technology (MIT) ( email )

77 Massachusetts Avenue
50 Memorial Drive
Cambridge, MA 02139-4307
United States

Harvard University ( email )

1875 Cambridge Street
Cambridge, MA 02138
United States

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