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Important considerations in portfolio allocation to private equity

Private equity has become increasingly popular among institutional investors. However, as Fort Washington Capital Partners discusses, it is important for investors to understand the industry and the characteristics of a diversified private equity portfolio.

There are two primary reasons for investing in private equity. First, the industry has historically outperformed the public markets. Second, private equity has been shown to have a modest correlation to public equities, according to Fort Washington. Yet, once the decision has been made to invest in the asset class, there come even more important decisions such as choice of manager, choice of fund type and choice of sector specification.

Copyright © 2002 Fort Washington

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Fort Washington Capital Partners, LLC ('FWCP'), a Delaware limited liability company and a wholly owned subsidiary of Fort Washington Investment Advisors, Inc. ('FWIA'), is the General Partner of FWIA's fund-of-funds offerings.

Founded in 1990, FWIA and its subsidiaries manage over $24 billion in assets, including $675 million of private equity commitments. FWIA's team includes 34 investment professionals and 72 associates. FWIA offers money management expertise for a broad array of institutional and high net worth individual clients. FWIA has advised its Affiliates in private equity investments since July 1994. For the period 1985-1994, the portfolio managers responsible for private equity research and management were employees of FWIA's parent company, The Western and Southern Life Insurance Company and are currently employees of FWIA. For more information please visit www.fortwashington.com