Case Study

Caltech Investment Office

Caltech Investment Office

Pages 1 Pages

The Caltech Investment Office oversees the Institute’s investment management activities, managing over $2.5 billion with the goal of providing increased support for the Institute’s academic and research programs. Of the $2.5 billion, around 11% is allocated to private equity. Brian Chen is an Investment Associate at Caltech responsible for oversight of the private equity portfolio, including the evaluation and analysis of fund investment opportunities. Improving Processes Prior to using the Performance Analytics functionality of eVestment Private Markets, the process for carrying out track record analysis of a manager and compiling reports relied solely on spreadsheets and was a “much more labor intensive process, ” Chen said. Another key issue for Chen and his col

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