McKinsey on Investing
Issue 4, Winter 2018

McKinsey on Investing

The best of our recent research and ideas for investors.

Articles in this issue

Article

How private equity is tackling operational complexity

– General partners are improving their efficiency and scalability through digital and analytical tools.
Article

Digital procurement in private equity: Unlocking sustainable impact

– Best-practice purchasing is now an even more potent source of value creation for private-equity leaders.
Article - McKinsey Quarterly

Competing in a world of digital ecosystems

– New players and blurring sector borders are starting to influence the competitive outlook in a wide range of industries. Here’s a close-in look at changes afoot in automobiles and banking.
Video

Talent management at BlackRock: A conversation with Larry Fink

– The most important component of good management is ensuring “diversity of mind,” says the CEO of the world’s largest asset manager.
Article

Is big really beautiful? The limits of pension consolidation

– Many governments are thinking about merging their disparate systems. New research finds real benefits, but capturing them is difficult.
Article - McKinsey Quarterly

High stakes: How investors can manage risk in the new infrastructure environment

– Technology is disrupting construction on multiple fronts. What are the consequences for infrastructure-investment managers?
Article - McKinsey Quarterly

A closer look at impact investing

– Impact investing directs capital to enterprises that generate social or environmental benefits. Our findings challenge the myth that this kind of “social” investment yields weak returns that take too long to realize.
Article

Looking behind the numbers for US stock indexes

– Record-high equity markets are prompting worries that stocks are overpriced. But a closer look finds that the market’s current value may not seem so extreme.
Article

Finding untapped potential in European healthcare service providers

– European healthcare service providers are complex and fragmented, but with niche market knowledge and a creative approach, investors can create substantial value.
Article

Private equity operating groups and the pursuit of ‘portfolio alpha’

– While this function has become ubiquitous at private equity firms, they have yet to adopt a standard approach.
Report

The continued rise of South Korean private equity

– Solid returns and optimistic forecasts have made South Korea an increasingly attractive market for investors.
Article

Private equity exits: Enabling the exit process to create significant value

– Investors can capture more value by focusing on three best practices in private equity portfolio company exits.

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