How do we enter a new asset class?
Attractive investment opportunities are continually emerging across asset classes, offering investors the chance to generate alpha or diversify their portfolios in new ways. Whether your investment team suggests a new idea to you, or you inquire about an asset class that seems appealing, our goal is to help you make informed decisions about pursuing a new asset class. We educate you if you need to gain comfort in the asset class. We handle the back office support if you need an extra hand. We generate a forward calendar of opportunities if you don’t know where to begin. For alternative investments, we run models to plan a steady commitment pace or determine an appropriate target. We can be your fully outsourced investment office if you wish to delegate responsibility altogether.
Regardless of the asset class or if you grant us full discretion to invest on your behalf, our approach to portfolio construction lets you develop and keep manager relationships as you invest in their funds. And our ongoing monitoring and performance reports make it easy for you to judge how your portfolio has performed when compared to manager and/or peer group universes.