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 rise as a percentage of NAV because the portfolio becomes concentrated in aging, underperforming zombie funds.
  3. The overall portfolio's duration will decrease substantially, meaningfully reducing the fund's exposure to interest rate risk going forward.
  4. The private equity weight will snap back to target immediately as existing legacy funds begin distributing accumulated cash to investors.

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