Private Markets - Portfolio Construction

Building Client Portfolios

In building private markets portfolios for clients, we are focused not just on individual opportunities but how those opportunities work together to deliver a diversified portfolio.

Our recommended portfolios are constructed to meet client risk, return and impact objectives.

To achieve this we typically seek to diversify exposures by asset class, impact theme, geography, vintage year and economic exposure. This enables us to construct portfolios for each client based on their portfolio size and the specific preferred opportunities available over time.

Ongoing Review

We support clients with ongoing portfolio monitoring, review, and impact reporting.

We meet regularly with appointed managers and review regular reporting to track progress against their strategy and identify emerging opportunities and risks. We also provide recommendations in relation to ongoing corporate actions.

These review outcomes can be provided to advisors to help them navigate these private markets investments on behalf of their clients.

We also provide tailored impact reporting that tracks impact against a client's desired impact areas and is able to show deepening values alignment.