November 2025 Report:
The Evolution of Institutional Portfolio Construction

Institutional investors have steadily boosted their private market allocations over the past decade. We examine the forces driving this trend and the opportunities and challenges these larger allocations bring.

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What’s inside the report

 

  • As private markets capture a larger share of global financing and value creation, substituting portions of public equity and credit with private
    counterparts has become key to preserving diversification.
  • As a result, institutional investors have increasingly expanded their private market locations to reduce volatility and unlock greater returns.
  • While private markets offer structural advantages, they bring operational complexity, including managing complex ownership and exposures, cash flow forecasting, increased reporting requirements, and more.
  • As private markets grow from a small slice to a meaningful share of institutional portfolios, holistic visibility across the portfolio and access to centralized data prove paramount.

“Chronograph’s technology has allowed us to capture and structure more than seven million data points from our portfolio, and we feel the LP solution is unique in its ability to capture such a rich and complete data set.”

Julian Rampelmann Managing Director, Carlyle Group

“As secondaries investors, we are investing in hundreds of funds and thousands of companies. This means our data scales up in a very rapid way. We’ve found that unlocking our data and prioritizing its value in our investment cycle has helped us become better investors.”

Dr. Christoph Jäckel Managing Partner, Montana Capital Partners

“Having worked with Chronograph and incumbent solutions at prior firms, I’ve seen firsthand how Chronograph drives value for stakeholders. It was critical for us to implement Chronograph as early as possible. The platform has been an integral part of our technology stack since day one and continues to support key data management processes within Knox Lane.”

Ivor van Esch Chief Financial and Compliance Officer, Knox Lane

“Chronograph acts as a critical hub for our data collection, valuation, and reporting processes. We are constantly collaborating with the Chronograph team to discover new capabilities and expand our use case.”

Shawn Larrabee Controller, Sorenson Capital

“Chronograph’s flexible data collection and reporting technology has enabled us to harmonize KPIs and deepen insights across our portfolio. Our investment, value creation, and finance teams can all easily collaborate with consistent and trusted data.”

William Salisbury CFO, Mainsail Partners

“We knew we needed to streamline data collection from our portfolio companies to improve operational efficiency. We wanted a tool that allowed for full flexibility in complicated workflow design and delivered a modern user experience. With Chronograph, we can pivot on a dime and collect additional data as needed.”

Igor Prokopiv Head of GPE Technology, The Carlyle Group
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An Indispensable Industry Partner

Chronograph serves a majority of the largest GPs and LPs and features a well-diversified global client base of leading institutions

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Total AUM Coverage

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Unique Funds

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Private Companies

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