Скачать или смотреть Private Fund Performance Benchmarking by Vintage Year in Dakota Marketplace

This video walks through how to think about private fund performance benchmarking inside Dakota Marketplace using real-world context.

In this example, we focus on vintage year 2017 opportunistic real estate funds and apply performance filters to ensure the data is meaningful. Funds with outdated performance reporting are excluded, helping avoid skewed results from vintages that were reported too early or did not fully reflect major market events, such as COVID.

By filtering for funds with performance updates within the past year, the benchmarking view better reflects how these funds actually performed through a full market cycle. This approach allows for more accurate comparisons and more realistic analysis when evaluating strategies, vintages, and outcomes.

This is a practical example of how Dakota Performance and Benchmarks can be customized to match real investment questions and market scenarios.

To learn more, book a demo of Dakota Performance and Benchmarks at dakota.com, and reach out with any questions.