PORTFOLIO

Global integrated private markets investment management requires a dedicated portfolio strategy, portfolio implementation and portfolio servicing. Our team provides the framework for appropriate investment decisions.

Global integrated private markets investment management requires a dedicated portfolio strategy, portfolio implementation and portfolio servicing. Our team provides the framework for appropriate investment decisions.

We have expended similar amounts of time, expertise and resources to support our portfolio companies, thus helping these organizations reposition and expand their businesses to attain leadership positions in their markets.

Value creation is our priority. To achieve this, our investment professionals work closely with management teams and corporate partners throughout the life of our investments. They are supported by our team of dedicated industry specialists, who capitalize on deep vertical sector knowledge to seek out value creation opportunities.

Portfolio Strategy

The portfolio strategy component of investment management is comprised of strategic asset allocation and investment level steering.

Strategic asset allocation is designed to provide a framework for long-term portfolio diversification. We define this as an investment strategy with a risk/return profile tailored to clients\’ needs while optimizing cash flows stemming from investments/commitments.

Investment level steering is defined as the development of an investment plan to achieve and maintain the desired private markets exposure for the client based on our understanding of cash flow patterns of different private markets investments.

Portfolio implementation/relative value

Once the portfolio strategy has been established, our “relative value” investment strategy is designed to identify the most attractive investment opportunities at a given point in time, based on an understanding of key return drivers and the market environment.

Portfolio Service

Our private markets investment management involves the ongoing monitoring and valuation of investments as well as administration and accounting. These processes are carried out by various dedicated in-house teams.

We apply rigorous quantitative and qualitative risk management together with thorough investment due diligence. This contributes to an outstanding track record and high client satisfaction. In establishing appropriate processes regarding risk management in accordance with our risk control framework, we distinguish between two risk categories.

Investment risk management: An integral part of the investment management activities includes the consideration of other risk factors besides the risk-adjusted return potential of investments. We have implemented a structured investment process which includes a rigorous due diligence process.

We face a number of internal and external operational risks in our business activities, from the changing regulatory landscape to business continuity risk and succession planning, and even technology. As such, we have implemented various policies and frameworks to tackle these risks and manage them.