medium · Private Equity & LBOs

An analyst is calculating the Public Market Equivalent (PME) using the Kaplan-Schoar (KS-PME) method. A contribution of $100 was made when the index was at $1,000. A distribution of $150 was received when the index was at $1,200.

What is the KS-PME, and what does it indicate?

  1. 0.80; the fund underperformed the public market index.
  2. 1.25; the fund outperformed the public market index.
  3. 1.00; the fund's returns were perfectly correlated with the index.
  4. 1.50; the fund's absolute multiple was 1.5×.

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