S&P Private Equity 50 2023 (Reserve - SOFR) Index

The S&P Private Equity 50 2023 (Reserve - SOFR) Index measures the performance of the underlying private equity funds comprising the private equity index portfolio constructed by NewVest Management, LP (NewVest) for the 2023 vintage (NV50 PE 2023). Uncalled capital and distributions form a cash component that compounds using the current SOFR overnight rate plus a fixed spread (0.02963%).

NewVest, the private markets index manager, manages passively constructed private index portfolios that target diversified exposure to some of the largest private markets funds globally on an asset class-by-asset class and vintage period-by-vintage period basis. By doing so, NewVest believes its index portfolios can closely emulate the performance of individual private markets asset classes (such as private equity and private debt) on a vintage period-by-vintage period basis, and thereby provide simplified and streamlined access to private markets investments. See https://www.newvest.com/ for further details and relevant disclaimers.

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