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SIE: Investment Companies & Packaged Products
SIE practice questionmediumPrivate Equity

Private equity funds are best suited for which type of investor?

  1. AAccredited investors seeking long-term, illiquid investments✓ Correct answer
  2. BInvestors seeking daily liquidity and market pricing
  3. CRetail investors with a short time horizon
  4. DInvestors wanting guaranteed principal
Explanation

Why AAccredited investors seeking long-term, illiquid investments

Private equity requires investors to be accredited with a tolerance for illiquidity and long holding periods. Retail, short-term, and principal-guaranteed investors are not appropriate.

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