Measuring alpha in private markets: Why asset-level data matters

About this episode

Frédéric Blanc‑Brude discusses the importance of asset-level data in measuring alpha in private markets.

As private markets mature and competition intensifies, investors are searching for ways to better measure risk, performance and true manager outperformance. Peer‑group comparisons and fund‑level IRRs may tell part of the story, but they are insufficient for knowing whether a GP is really achieving the alpha they might claim. In this episode, Frédéric Blanc‑Brude, CEO of Scientific Infra & Private Assets (SIPA), discusses why asset‑level data and benchmarking are becoming essential tools for investors. He explains how SIPA’s indices were developed to address long‑standing private markets data gaps, why the firm recently joined PEI Group, and how asset‑level benchmarks can help LPs determine whether GPs are genuinely generating alpha, or simply telling a compelling story. Learn more about Scientific Infra & Private Assets at sipametrics.com

People in this episode

Guest: Frédéric Blanc‑Brude

Topics covered

• private markets
• asset-level data
• benchmarking
• investor performance
• manager outperformance

Keywords

• alpha
• private markets
• performance measurement
• benchmarking
• investment risk

Mentioned in this episode

Organizations: Scientific Infra & Private Assets, PEI Group, SIPA

Places: sipametrics.com

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