Two meaningful upgrades to Private Fund Benchmarks are available now: geography-specific views of more than one thousand regional benchmarks for more precise peer comparisons and a redesigned benchmark management experience.

Upgrade 1: Regional benchmarks measure performance against local peers

Alongside the management flexibility, we're introducing regional benchmarks and the ability to compare private funds against peers in the same geography, not just a single global number. Global benchmarks can obscure local market trends, making regional investments difficult to evaluate accurately. A European buyout allocation measured against a global pool that's majority-US isn't an apples-to-apples comparison, and clients have told us so.

1,000+ regional benchmarks across five geographies

Addepar Private Fund Benchmarks offers over 1,000 regional benchmarks across five geographies: North America, Europe, Latin America, Asia and the Middle East. You can now isolate specific geographic markets and measure performance against local peers. For example, if your firm invests in European funds, you can easily separate them from broad global data and benchmark against a true regional peer set.

Additive regional benchmarks, not a replacement

This upgrade is additive. Global benchmarks remain the default and are completely unchanged. Regional variants are a new, parallel option you can opt into when and where they make sense, available across vintage, strategy and sub-strategy levels.

Who benefits from these upgrades and how?

  • For wealth advisors and family offices, these benchmarks demonstrate localized alpha with real evidence. Rather than arguing that a fund should be compared regionally, you can show the regional benchmark directly in the platform.

  • For endowments and institutional investors, regional performance breakdowns support more precise asset allocation decisions and give board reporting an added layer of rigor.

  • For reporting teams, regional benchmarks are now native to the benchmark selection list, removing the need to manually reference outside providers and reconcile that data by hand.

How to use regional fund benchmarks

Assign a fund's region one at a time in Addepar’s Analysis function or by bulk importing data. From there, add the Private Fund Benchmark Since-Inception IRR column and select the Private Fund Benchmark Since-Inception (Geographic) benchmark association. Since-inception benchmarks can now be used and managed like any other benchmark in Addepar, with no special handling required.

Upgrade 2: More control over how you manage benchmarks

Private Fund Benchmarks has been enhanced to give Addepar clients more direct control over how you manage benchmark data. You can now manage benchmarks, including since-inception benchmarks, with more flexibility, adding classification details, and getting automatic monthly data refreshes instead of manual upkeep.

Fund benchmarking features available now

Both enhancements to Private Fund Benchmarks are live today. If you manage funds with meaningful regional concentration, whether that's a European buyout book, a Latin America credit strategy or an Asia-focused allocation, this is a good time to start tagging fund regions and putting the new benchmarks to work.

Want to learn more about Addepar Private Fund Benchmarks?

Reach out to your Addepar representative or contact us to get started.