Join us on October 14th, 2025, at 2:00 pm BST / 9.00 am EDT for a webinar examining key insights on the opportunities and risks surrounding evergreen funds, and how they may redefine private equity for both institutional and retail markets.
Evergreen funds are gaining momentum, with nearly $70bn in US assets by the end of 2024, part of a $350bn global market. While their scale remains small compared to total private capital, their significant growth highlights their growing importance, particularly compared to annual secondary market activity. With adoption broadening across the UK and EU through Long Term Asset Funds (LTAFs) and European Long Term Investment Funds (ELTIFs), evergreens are attracting diverse investors and are positioned to play a key role in defined contribution retirement plans.
This session, presented by Evan Clark, Senior Private Market Analyst at EDHEC Infra & Private Assets, will explore the key areas shaping the success and key considerations for the future of evergreen products:
- Valuations: How Fair Value principles and the use of NAV shape performance and reported gains
- Benchmarking: Why the debate between TWRs and IRRs matters for comparing results
- Volatility: What NAV swings reveal about risk in evergreens vs public markets
- Liquidity: The hidden challenges of leverage, inflows, and outflows that can test fund stability
REGISTER HERE
