Private Equity Annual Program Review
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<strong>Private</strong> <strong>Equity</strong> <strong>Annual</strong> <strong>Program</strong> <strong>Review</strong><br />
<strong>Review</strong> Outline<br />
Section<br />
Executive Summary<br />
<strong>Review</strong> Outline 3<br />
Investment Beliefs Key<br />
I. <strong>Program</strong> Overiew<br />
5<br />
<strong>Program</strong> Role<br />
6<br />
<strong>Program</strong> Investment Philosophy<br />
7<br />
Policy Benchmark<br />
8<br />
Portfolio Construction 9-10<br />
<strong>Program</strong> / Portfolio Characteristics<br />
11-13<br />
Investment Process 14-15<br />
II. Investment <strong>Review</strong><br />
ALM Assumptions Validation<br />
Market Environment<br />
<strong>Program</strong> Performance <strong>Review</strong><br />
Risk Profile & Portfolio Risk<br />
Forward-Looking Commentary<br />
III. Business <strong>Review</strong><br />
Business Model<br />
Functional Organizational Chart<br />
Investment Beliefs Map<br />
Pages 1 2 3 4 5 6 7 8 9 10<br />
2<br />
4<br />
16<br />
17<br />
18<br />
19-21<br />
22-23<br />
24<br />
25<br />
26<br />
27<br />
28<br />
Staffing Overview<br />
Strategic Initiatives 29-30<br />
Strategic Projects Update 31<br />
Sustainable Investment Practices 32<br />
<strong>Program</strong> Expenses / AUM Mix<br />
33<br />
Conclusion<br />
34<br />
Attachment 1, Page 3 of 34<br />
1<br />
2<br />
3<br />
4<br />
5<br />
6<br />
7<br />
8<br />
9<br />
10<br />
Liabilities ↑<br />
Long-Term Horizon<br />
Stakeholders ↑<br />
Three Forms of Capital ↑<br />
Accountability<br />
Strategic Allocation<br />
Risk Reward<br />
Costs Matter<br />
Multi-faceted Risk<br />
Resources/Process ↓<br />
3
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