StepStone Private Wealth

Now available - StepStone Private Markets (SPRIM) quarterly fund commentary! Since inception, SPRIM has generated an annualized net return of 23.11% and reached $2.8B in AUM.* The fund is focused on strategic portfolio construction, capitalizing on pricing dynamics and favoring resilient assets. Learn more about SPRIM's strategy and recent investments in the Q2 2024 Fund Commentary. https://bit.ly/3UPIQb7 *Inception date was Oct 1, 2020. AUM as of Jun 30, 2024. Past performance is no guarantee of future results.

StepStone Private Wealth announces the performance of StepStone Private Venture and Growth Fund (SPRING), a fund offering individual investors exposure to a diversified venture and growth strategy. The updated share price, portfolio characteristics and other important information can be found in the June 2024 SPRING Fact Card linked below. https://lnkd.in/ee9EsBtR

Michael Elio, Partner at StepStone Group is taking the stage at ALTSCHI 2024! 🗓️ Date: July 23 ⏰ Time: 8:15 a.m. 📍 Session: Opening Keynote Panel: Portfolio Construction - Finding the Best Opportunities in the Current Landscape Join @Michael and his co-panelists as they delve into the intricacies of modern portfolio diversification, moving beyond the traditional 60/40 portfolio construct. Don't miss out on this insightful discussion! 💼📈 #ALTSCHI #PortfolioConstruction #InvestmentOpportunities #Finance #Diversification

Striving to protect and grow long-term capital in the evolving market environment may require revisiting the fundamental ways portfolios are constructed. And with access to new tools at their disposal, advisors have the opportunity to meaningfully change outcomes for clients. Join StepStone Group's @Stephen West as he and his co-panelists discuss actionable frameworks for building portfolios with alternative investments during the 'Building with Alternatives: Frameworks for Private Wealth' session at @CAIS Live on July 23 at 9:45 a.m.

StepStone Private Wealth announces the performance of StepStone Private Credit Income Fund (CRDEX), an evergreen private credit fund offering individual investors and institutions exposure to a highly diversified, open-architecture portfolio of private credit assets. The updated share price, portfolio characteristics and other important information can be found in the June 2024 CRDEX Fact Card linked below. https://bit.ly/4d4FlUt

Michael Elio, Partner at StepStone Group is taking the stage at ALTSCHI 2024! 🗓️ Date: July 23 ⏰ Time: 8:15 a.m. 📍 Session: Opening Keynote Panel: Portfolio Construction - Finding the Best Opportunities in the Current Landscape Join @Michael and his co-panelists as they delve into the intricacies of modern portfolio diversification, moving beyond the traditional 60/40 portfolio construct. Don't miss out on this insightful discussion! 💼📈 #ALTSCHI #PortfolioConstruction #InvestmentOpportunities #Finance #Diversification

StepStone Private Wealth announces the performance of StepStone Private Infrastructure Fund (STRUCTURE), a fund offering individual investors exposure to a global investment portfolio of private infrastructure assets. The updated share price, portfolio characteristics and other important information can be found in the June 2024 STRUCTURE Fact Card linked below. https://lnkd.in/eGf5urqg

StepStone Private Wealth announces the performance of StepStone Private Markets (SPRIM), a fund offering accredited investors diversified global exposure to the major private asset classes. The updated share price, portfolio characteristics and other important information can be found in the June 2024 SPRIM Fact Card linked below. https://lnkd.in/eQGmu6_5

Bob Long, CEO of StepStone Private Wealth joins Ben Carlson, CFA and Michael Batnick, CFA on “Talk Your Book” to discuss StepStone’s newest evergreen fund focused on private credit and available to all investors, ticker: CRDEX. The podcast takes a deep dive into a hot topic on Wall Street: Private Credit. Tune in for insights on the fundamentals of private credit, the reasons behind its higher yield opportunities and StepStone Group’s unique advantages within the space. For important investor information and to listen to the podcast, click here: https://bit.ly/3KMh2yB

StepStone Private Wealth was proud to be a part of the Morgan Stanley Alternative Investments University panel this week to discuss the underwriting and portfolio characteristics of differentiated private equity strategies and how they can benefit a client's overall asset allocation. stepstonepw.com