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SIE: Investment Companies & Packaged Products
SIE practice questionmediumPrivate Equity - Liquidity

A major risk of private equity funds for investors is:

  1. AIlliquidity and long lock-up periods✓ Correct answer
  2. BDaily redemption at NAV
  3. CPublic trading on exchanges
  4. DUnderperformance compared to government bonds
Explanation

Why AIlliquidity and long lock-up periods

Private equity investments are not easily converted to cash and often require multi-year commitments. B, C, and D mischaracterize private equity features.

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