Private Markets - Opportunity Research
We research a wide range of faith-driven and faith-aligned investment strategies to identify the most likely suitable for client portfolios.
Our private markets research spans the globe and covers the full range of asset classes, including venture capital, private equity, real assets, and private credit.
We regularly monitor our pipeline of investment opportunities to identify opportunities that align with our client's investment objectives and approach to faith alignment.
Our research covers both intentionally faith-driven and faith-based strategies, as well as broader strategies where we see alignment with the objectives and expectations of faith-based investors.
We can provide our research in tailored formats depending on your needs. This might include:
Short deal fact sheets to help you identify investments that might be appropriate for further consideration.
Short-form research reports that identify an investment opportunity's strengths, weaknesses, and risks and provide an investment recommendation.
Full-scope due diligence reports that cover a broad range of investment and operational issues and provide an investment recommendation. These are designed to be able to be delivered to an Investment Committee or other governance decision-making body.
Private Markets Portfolios
We are able to work in both sub-advisory and consulting formats to recommend private markets portfolios that are diversified across asset class, impact theme, manager, geography and sector.
We apply our research process to private market investments, understanding that the illiquid nature of these assets requires that clients have high confidence before allocating. We make recommendations on appropriate products and their best use in a diversified portfolio.
We regularly meet with recommended managers to monitor the performance of their strategy, identify risks and recommend actions that investors should consider to maximize both the financial and impact performance of their private markets portfolios.
This leads to performance reporting that considers both financial and impact outcomes, along with case studies of real-world outcomes that can help clients to understand the tangible impacts of their investment.
We also understand that operational aspects of private market investments can be complex and challenging, and can provide support in completing subscription documentation and accessing relevant ongoing documents and forms.
