iAccess Partners Hosts Flagship Private Equity Event with Vista Equity Partners in Zurich

Designing a Private Markets Portfolio

Newsletter Review | August 2025

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Three considerations when selecting evergreens

Compared to traditional closed-ended funds, the success of evergreen funds depends more heavily on the fund manager’s continuous capital deployment capabilities, investment knowhow, and platform size – making manager selection critical. In particular, three aspects must be considered when evaluating evergreens:

‍Liquidity management: While evergreen funds allow for periodic redemptions, liquidity is not guaranteed and must be managed effectively – especially if many investors seek to exit at once.

‍Expertise and deal flow: The long-term success of an evergreen fund depends on the manager’s ability to continuously source high-quality deals, maintain deployment pace (as capital inflows often incur monthly), and ensure diversification.

‍Valuation discipline: Equally important is the manager’s ability to value assets accurately and frequently, as most evergreen funds provide monthly unit pricing.

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The core-satellite playbook

By combining closed-ended and evergreen funds, investors can build a Private Markets portfolio that is both easily accessible and strategically focused. This is often referred to as a "core-satellite" model. Evergreen funds can reflect the broadly diversified core of the portfolio, while closed-ended funds serve as satellites, allowing for targeted investments in specific sectors, geographies, or strategies.

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The core-satellite model enables effective capital management (as exemplified below). Distributions from closed-ended funds can be reinvested into evergreens to keep capital deployed and maintain the desired allocation. Conversely, capital in evergreens can be redirected to closed-ended opportunities when the right ones arise.

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iAccess Partners Hosts Flagship Private Equity Event with Vista Equity Partners in Zurich

iAccess Partners and leading software investor Vista Equity Partners host Private Equity event in Zurich.

June 11, 2025

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iAccess Partners Hosts Flagship Private Equity Event with Vista Equity Partners

Zurich, Switzerland | May 2025

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iAccess Partners was pleased to host its latest Flagship Private Equity Event in collaboration with Vista Equity Partners on May 12, 2025, in Zurich. The event brought together a select group of wealth managers, private investors, and industry professionals for an in-depth exchange on the future of Private Equity investing.

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The evening featured strategic insights from the Vista team on key topics including:

Scaling enterprise software companies through operational excellence
The role of generative AI in value creation
Trends shaping the mid-market Private Equity landscape

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As Private Equity continues to gain momentum among private investors and financial intermediaries, iAccess Partners is proud to provide access to leading global managers and foster dialogue on the evolving opportunities within the asset class.

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You can find a few impressions of the event here.

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Free registration
No obligations
Fully digital

For qualified professional investors only.

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Newsletter Review | August 2025: Designing a Private Markets Portfolio

Designing a Private Markets Portfolio

Three considerations when selecting evergreens

‍

The core-satellite playbook

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iAccess Partners Hosts Flagship Private Equity Event with Vista Equity Partners in Zurich

iAccess Partners Hosts Flagship Private Equity Event with Vista Equity Partners

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