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  "documentTitle": "Global Private Equity Report 2016",
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      "text": "The next step was to embed the macro perspectives that the exercise developed in the firm's culture and deal processes. Armed with the list of sectors that the firm decided it would focus on, deal specialists communicated them to the financial intermediaries with which they worked and broadcast them to the world by featuring them on the firm's website. The firm redesigned its deal scorecard to ensure that it would explicitly assess the fit between the deals that it saw and the subsectors that the firm determined it would target. Finally, the firm fine-tuned its due diligence process, developing expertise specific to the thematic subsectors of interest in order to strengthen the quality and speed with which it would be able to determine whether to pull the trigger on a prospective deal and how much to pay. Now sizing up all of its prospective deals for their fit with its core investment themes, the firm has boosted its win rate on auctions for companies in its areas of focus.",
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      "text": "Grooming in-house specialists. When a large investment firm set out to develop its thematic approach, it entrusted its macro idea exploration to a newly formed team dedicated specifically to that task. With investments spanning many asset classes and geographic markets, it needed broad in-house expertise across a wide front to investigate thematic concepts for its far-flung deal teams, and it worked with them to convert the macro themes into concrete investment theses.",
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      "text": "Based on its initial assessment of the firm's strengths and its internal evaluation of deal teams' interests and past successes, the team identified six themes that it would focus on in depth. As it took its evaluation of the specific",
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      "text": "specific industries and subsectors. Capitalizing on these insights, the firm redirected its sector focus, concentrating on those sectors that it believed would benefit the most from the new trends and where it was confident that it had an ability to invest.",
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      "text": "Sources: Bureau of Labor Statistics, Consumer Expenditure Survey, 2012; Bain Macro Trends Group analysis, April 2014",
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      "text": "Figure 2.12: Spending patterns vary across life stages, magnifying the impact of demographic shifts",
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