Advisory Services complements long-term strategic clarity with short-term tactical flexibility, crafting investment counsel that addresses each investor’s return expectations, liquidity needs and risk tolerance. Drawing on intelligence from all aspects of our global investment business, delivering a due-diligence edge through our signature data-driven solutions and in-depth coverage of the fund manager universe, our Advisory Services provide the expert guidance required to reach client goals.

$
521
B
Assets under advisory
As of 03/31/2024
325
+
Team
As of 03/31/2024

Precise portfolio planning

Our dedicated portfolio management team deploys unique tools and technologies to optimize each client portfolio design, including heat maps that indicate where to prioritize by geography, sector and strategy, and pacing models to achieve or maintain target allocation levels.

Operational due diligence

Every opportunity comes with operational risk. Which is why we rigorously examine the sponsor’s existing policies and controls, measuring them against current industry best practices.

Our advantages

Integrated platform

With a powerful platform that affords operational fluidity and access to expertise across all asset classes, our dedicated client service teams can design single or multi-asset class private market exposures according to specific portfolio needs and goals, ensuring that clients benefit from the full range of possibilities our platform provides.

Sustained specialization

Our investment professionals specialize by asset class, geography, and investment strategy, producing the research, the precise due diligence and the analysis that realize each client opportunity. They’re part of a service team we dedicate to each client, offering a full suite of capabilities or customized selections to complement the client’s strengths and coverage.

Expansive sourcing, selective approach

We’re deeply immersed in the GP world, drawing intelligence from over 5,300 meetings with fund managers every year. These relationships create an exclusive, robust pipeline of opportunities across the private markets, from which we aim to select the best, and nimbly execute according to our clients’ individual needs.

Robust fund analysis

We get the fuller picture on investments and GPs through our dedicated sector coverage teams and the rigorous analytics provided by our proprietary database and performance reporting systems.

Our perspective

Seeing it all makes sense of it all.