From allocation to monitoring, alongside you.
We support the construction and management of your Private Markets portfolio, alongside your team and under your governance.
Four areas of expertise
The full investment cycle, covered by practitioners.
A
Strategic Asset Allocation
- Tailored Private Markets allocation
- Risk-return and diversification optimisation
- Exposure targets and liquidity constraints
- Tactical adjustments to market outlook
Deliverable · Allocation policy
P
Commitment Pacing
- Commitment plans
- Modelling of calls, distributions and exposures
- Sizing and timing of commitments
- Path to target allocation and self-funding
Deliverable · Multi-year pacing plan
I
Investment Sourcing & Due Diligence
- Proactive sourcing across a broad GP network
- Access to primaries, secondaries and co-investments
- GP selection and due diligence
- Investment memoranda for your committees
Deliverable · Investment memorandum
M
Portfolio Monitoring
- Consolidated, tailored reporting
- Look-through analysis of funds and underlying assets
- Performance, cash flows and exposure tracking
- Benchmarking and periodic reviews
Deliverable · Portfolio review
How we engage
A one-off mission or an ongoing partnership.
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Diagnostic
Review of the portfolio, objectives, organisation and existing tools.
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Structuring
Allocation policy, commitment plan, data and reporting set-up.
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Ongoing support
Selection, due diligence, monitoring and committee preparation, alongside your team.
Who we work with
Sophisticated portfolios, lean teams.
- Single Family Offices
- Multi Family Offices
- Foundations & endowments
- Wealth managers
- Mid-sized institutional investors
Talk to us
Let's build your Investment Office 2.0.
Investor expertise and data infrastructure, working for your Private Markets program.