medium · Frm Part 2 Risk & Investment Management

A Chief Investment Officer decides to 'pause' all new private equity commitments for 24 months to combat a 15% overweight caused by the denominator effect.

According to commitment pacing models, what is the most likely medium-term consequence of this tactical move?

  1. An 'allocation hole' will surface 3-5 years later, and the institution will likely miss out on high-performing 'crisis-vintage' returns.
  2. The management fee burden will increase as a percentage of NAV due to 'zombie' funds.
  3. The duration of the total portfolio will decrease significantly, reducing interest rate risk.
  4. The private equity weight will immediately return to target as old funds distribute cash.

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