Our advice-led services
We offer value-added and specialist advisory services to institutional investors that have risk budget and capacity to invest directly.
Value-Added Services
• Investment strategy formulation and strategic asset allocation advisory.
• Specialist advisory on alternative investments to Board of Trustees.
• Trustee education and governance training.
• Origination, evaluation, and structuring of private market investment opportunities.
• Independent valuation and fair assessment of private market portfolios.
On Demand Evaluation and Opinion
• Comprehensive due diligence and assessment of hedge funds, private equity, and private debt funds strategies.
• Quantitative analysis and manager evaluation and interviews;
• Production of clear, concise, and defensible opinions, highlighting key risk-return drivers.
•Detailed articulation of each fund's strength, weaknesses, and relative positioning versus peer strategies.
• Actionable investment recommendations, including timing, sizing, and implementation considerations.
Comprehensive Due Diligence
• Due diligence conducted as an intensity far greater than industry norms.
• Save our clients money simply from identifying risks that kept them out of funds that would fail spectacularly.
Portfolio Design
• Advisory on optimal portfolio structuring and implementation frameworks.
• Comprehensive analysis of underlying risk factors and their interaction within a total portfolio.
• Design and construction of customised portfolios, leveraging proprietary tools, data, and market experience to deliver flexible, client-specific solutions.