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 and asset allocation advice;
• Advice on alternative investments to Board of Trustees;
• Trustee training;
• Deal sourcing and structuring for private market funds;
• Independent valuation of private market funds.
On Demand Evaluation and Opinion
• We offer comprehensive hedge, private equity and/or debt funds assessments;
• Quantitative measurements and manager interviews;
• We produce articulate and concise opinions – highlighting a fund’s critical features;
• Clarify the weakness and strengths of each fund and how it compares to similar funds;
• Ultimately recommend if, how and when to invest in a fund.
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
• Choosing an appropriate structure to implement the portfolio;
• Complete understanding of the nature of the risks each portfolio takes and how those risks combine;
• Assist clients to build customised portfolios based on our experience, tools and databases – flexible solutions.