PM Insights - Private Sector Benchmarks

**Overview**
PM Insights Private Sector Benchmarks track the performance of 15+ industries such as PM50 Growth, SaaS, AI, & Entertainment for daily ROI based on institutional secondary market trading activity.

**Use Cases**
- **Performance and Risk Management**
- **Portfolio Performance Evaluation**: Comparing portfolio performance against sector-specific and broad market indices.
- **Benchmarking Returns and Risk**: Using benchmarks to assess returns and evaluate the risk profile of private investments.
- **Diversification and Risk Assessment**: Analyzing portfolio diversification and risk by studying correlations within and across sector benchmarks.
- **Investment Strategy and Valuation**
- **Strategic Asset Allocation:** Informing asset allocation decisions based on sector trends and benchmark performance.
- **Valuation and Pricing:** Leveraging benchmarks for valuing private companies and informing pricing strategies in the secondary market.
- **Due Diligence and Screening:** Enhancing due diligence and investment screening processes by comparing potential investments against benchmarks.
- **Reporting and Market Insights**
- **Performance Reporting and Client Communication**: Improving client reports and communications with benchmark comparisons.
- **Market Trends and Competitive Analysis**: Gaining insights into market trends and conducting competitive analysis using benchmark data.
- **Product Development and Custom Indices**: Developing new investment products or custom indices based on benchmark data to meet specific investment strategies.

**PM Insights Private Market Indices Details**

- **Source**: Indices based on institutional secondary market activity observed by PMI via data-share agreements with leading broker-dealers and bank trading desks.
- **Indices**: PM50 Growth, FinTech, SaaS, AI, Entertainment, Data, Analytics, Financial, Automation, Payments, Blockchain, Transportation, DeFi, eCommerce, Security, Marketing, Automation, Cloud & Infra, Manufacturing, Neobank, Privacy, Banking, Health, InvestmentTech, Logistics, & Hardware.

**Sample fields include:** Sector, Date, ROI

For more details, refer to the embedded notebook.

**Additional Insights**
PM Insights can generate bespoke sector benchmarks on a set of criteria agreed with clients.