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Do You Really Need 'Private' Investments? (Independent Vanguard Adviser, 05.27.2025)

The following was referenced today on Citywire. Don't believe that it has been previously linked. Apologize if dup.

https://www.independentvanguardadviser.com/do-you-really-need-private-investments/

SUMMARY
Private markets are being pitched as the next frontier for everyday investors—with Vanguard now joining the push. But don’t believe the hype. Alternative investment funds are expensive, opaque and illiquid. Their risk-reducing qualities are oversold. And unless you have access to the best managers, private investments are more likely to add complexity to your portfolio than improve performance.

Comments


  • one has better reward:risk in the equity of the 'best' managers ; kkr,bam,apollo...
    but IAV does not advocate for individual stocks either.
  • No. Next question?

    The speed at which Wall Street is rushing to jam private investments into retirement plans, etc. these days is more than a little concerning and reeks (to me) of a blatant money-grab ... er raid ... on the captive piles of money held by "the little people" who often are referred to as "dumb money" while the proverbial getting's (really) good.

    Glad my 403b is not under the influence of such people sitting on our state investment committee!
  • I have seen reports that there is one Executive Order coming to allow private-equity in 401k and another to just call soccer football (may be the other could be called American football).
  • I have seen reports that there is one Executive Order coming to allow private-equity in 401k and another to just call soccer football (may be the other could be called American football).

    FIFA gave the prez a trophy and a medal. I wonder what he's getting out of the financial industry?

  • a2z
    edited July 18
    if there is any global sports organization whose culture fit's trump, it is FIFA.
    (bribes of course, not the rolling on the grass clutching his shins)

    would be very interested in how well the american tourist economy for foreigner visitors fares against the love for world cup soccer. seems a sure thing matches in canada and mexico will do very well.
  • Executive Order coming to allow private-equity in 401k
    How would Vanguard, for example, folds private equity in 401(k) plan? Being one of the fund within the Target date funds or their LifeStrategy funds ?
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