March 14, 2014

Thomson Reuters Launches Investable Private Equity Index and Private Equity Benchmark

Indices measure performance of US private equity industry by tracking transaction-level returns of private equity fund investments before fees

NEW YORK – Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced the launch of two new indices focused on the US private equity buyout industry. The Thomson Reuters Private Equity Buyout Research Index and the Thomson Reuters Private Equity Buyout Index will utilize Thomson Reuters extensive knowledge and proprietary data to keep market participants informed about trends in the private equity universe.

The Thomson Reuters Private Equity Buyout Research Index is a comprehensive and highly representative indicator of the US private equity industry while the Thomson Reuters Private Equity Buyout Index is a groundbreaking investable index replicating the performance of the Thomson Reuters Private Equity Buyout Research Index using liquid, publically available assets. The Thomson Reuters Private Equity Buyout Index allows liquid access to the gross performance of the private equity industry through index-linked investment products.

The Thomson Reuters Private Equity Buyout Index has been licensed to DSC Quantitative Group, LLC for the purpose of creating investment-linked products.

"We are pleased to introduce two unparalleled indices for private equity market participants,” said Stephan Flagel, head of indices at Thomson Reuters. “These indices are a prime example of Thomson Reuters commitment to providing market leading benchmarks and investable indices in order to represent and provide access to illiquid asset classes such as private equity returns."

The comparative data below shows the Thomson Reuters Private Equity Buyout Index and Thomson Reuters Private Equity Buyout Research Index performance since 1997.

 

Annualized Returns YTD* 2013 2009-2013 1997-2013
Thomson Reuters Private Equity Buyout Index** 1.39% 42.60% 32.18% 17.26%
Thomson Reuters Private Equity Buyout Research Index** NA 44.33% 28.93% 17.53%

 

Source: Thomson Reuters Indices

*YTD figures are cumulative ending on February 28, 2014

** Thomson Reuters Private Equity Buyout and Thomson Reuters Private Equity Buyout Research launched on December 31, 2013 with history calculated back to December 31, 1996. The chart above indicates past performance. Past performance is not a guarantee of future results.

The Thomson Reuters Private Equity Buyout Indices extend the coverage of index solutions for alternative asset classes that the Thomson Reuters Indices group provides. In addition, broad benchmark index families covering global equities, commodities and fixed income markets are available. The Thomson Reuters Indices offering is extended continually based on market requirements.

Thomson Reuters provides innovative indices and index-related services to the global financial community to help investors make better decisions. Our index clients and partners rely upon the unparalleled breath, depth, global network and vast data and content sets that only Thomson Reuters can provide. Backed by the content, data, independence and global information network of Thomson Reuters, our indices and index services are designed to suit any need. 

Thomson Reuters
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