Breadcrumb Home INTERACTIVE November 16, 2020 01:02 PM By the Numbers Aaron M. Cunningham Tweet Share Share Email More Private fund closures ($1 billion+) Total private funds closed, by type Managers ranked by funds closed, 2018-2020 RankManagerFunds closedTotal assets (millions) 1Blackstone Group10$83,700 2Carlyle Group5$35,150 3Thoma Bravo4$35,400 4HarbourVest Partners4$15,410 5Ares Mgmt.4$14,140 6BlackRock4$11,260 7Advent International3$21,500 8EQT Partners3$13,920 9Clearlake Capital3$12,000 10CVC Capital Partners3$11,300 11KKR3$10,300 12Francisco Partners3$9,700 13Providence Equity3$9,300 14Audax Group3$7,400 15Summit Partners3$7,100 16Angelo Gordon3$6,050 17H.I.G. Capital3$5,500 Monthly corporate funding ratio Trailing 12-month returns by asset class MarchAprilMayJuneJulyAugustSeptemberOctober BB U.S. Agg 8.9%BB U.S. Agg 10.8%S&P 500 12.8%BB U.S. Agg 8.7%S&P 500 12.0%S&P 500 21.9%S&P 500 15.1%S&P 500 9.7% Cash 2.3%Global ex-U.S. fixed income 2.6%BB U.S. Agg 9.4%S&P 500 7.5%BB U.S. Agg 10.1%MSCI EM 16.5%MSCI EM 10.4%BB U.S. Agg. 6.2% Global ex-U.S. fixed income 0.7%Cash 2.1%MSCI EM 5.4%MSCI EM 2.1%MSCI EM 7.2%MSCI ACWI ex-U.S. 8.3%BB U.S. Agg 7.0%Global ex-U.S. fixed income 5.0% High Yield -6.9%S&P 500 1.8%Global ex-U.S. fixed income 2.7%Cash 1.7%Global ex-U.S. fixed income 5.9%BB U.S. Agg 6.5%Global ex-U.S. fixed income 5.5%MSCI EM 4.9% S&P 500 -7.0%MSCI EM -4.3%Cash 1.9%Global ex-U.S. fixed income 0.7%High Yield 4.1%Russell 2000 6.0%High Yield 3.3%High Yield 3.5% MSCI EM -11.3%High Yield -4.5%High Yield 1.38%High Yield 0.0%Cash 1.5%High Yield 4.7%MSCI ACWI ex-U.S. 3.0%Cash 0.9% MSCI ACWI ex-U.S. -15.6%MSCI ACWI ex-U.S. -11.2%MSCI ACWI ex-U.S. -3.4%MSCI ACWI ex-U.S. -4.8%MSCI ACWI ex-U.S. 0.7%Global ex-U.S. fixed income 4.6%Cash 1.1%Russell 2000 -0.1% Real Estate -23.0%Russell 2000 -13.2%Russell 2000 -3.4%Russell 2000 -6.6%Russell 2000 -4.6%Cash 1.3%Russell 2000 0.4%MSCI ACWI ex-U.S. -2.6% Russell 2000 -24.0%Real Estate -16.4%Real Estate -16.1%Real Estate -15.5%Real Estate -13.2%Real Estate -12.0%Real Estate -16.6%Real Estate -21.5% Investor sentiment as measured using Shiller evaluation tools S&P CoreLogic Case-Shiller 20-City Composite Home Price NSA index U.S. equities cyclically adjusted price-to-earnings ratio U.S. one-year stock market confidence index Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP; Yale University Recommended for You S&P 500 Dividend Aristocrats produces better returns, lower risk than overall index 60/40 portfolio's sharp rebound in November Hedge funds' quarterly performance flat; equity, fixed income down Sponsored Content: Sustainability Strategies: Evolving Perspectives Sponsored White Papers What a Fed pivot and ‘higher for longer’ mean for emerging markets A Guide to Home Equity Investments: The Untapped Real Estate Asset Class How to Modernize a School District Retirement Plan Q4 2023 Credit Outlook: Price Is What You Pay, Value Is What You Get There's More Than One Way to Be a Climate Investor Exploring the Commercial Application of Artificial Intelligence View More Sponsored Content Partner Content The Industrialization of ESG Investment For institutional investors, ETFs can make meeting liquidity needs easier Gold: the most effective commodity investment 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios Ten ways retirement plan professionals add value to plan sponsors Gold: an efficient hedge View More