Methodology / v1.0

How the index is built.

Every allocator is scored across fourteen weighted dimensions, triangulated from public filings, regulatory data, council interviews and proprietary research. Final rankings are reviewed by an independent council before publication.

• 01

  Capital Deployed

  Total capital deployed into productive private investment over trailing 36 months.

• 02

  Mandate Clarity

  Clarity, public articulation and discipline of investment mandate.

• 03

  Governance

  Board independence, IC structure, conflict-management practices.

• 04

  Transparency

  Public reporting cadence, depth and audited disclosures.

• 05

  Sectoral Influence

  Weight of allocator within priority sectors and ability to crowd-in capital.

• 06

  Geographic Reach

  Diversity of markets actively allocated to.

• 07

  Co-Investment

  Demonstrated ability to syndicate and co-invest at scale.

• 08

  Track Record

  Realised returns and DPI relative to vintage benchmarks.

• 09

  Stewardship

  Engagement, ESG integration, post-investment value creation.

• 10

  Innovation

  Product, structure and instrument innovation.

• 11

  Talent Density

  Quality, retention and progression of investment staff.

• 12

  Risk Discipline

  Risk framework, drawdown management and liquidity stewardship.

• 13

  Impact Outcomes

  Measured developmental impact tied to investment thesis.

• 14

  Long-Term Return

  10-year IRR / TVPI relative to peer set.