Asset Class Mandates
For clients who want to outsource their alternative assets portfolios or other niche strategies, we can apply our investment expertise and robust investment network to a select part of your portfolio.
Private Markets Mandates
As a pioneer in alternative assets investing, we have been building and managing private investment portfolios designed to outperform for decades. Clients can fully outsource their private investment program to our team of highly experienced private markets investors. We also manage sleeves within an overall private markets portfolio, proving complementary management strategies such as private equity, private credit, co-investments, infrastructure, or real assets.
Every private investment mandate is overseen by senior, experienced investors who leverage the deep manager network and knowledge we’ve cultivated over decades of investing in private markets.
Whether we engage in a discretionary or a highly directive advisory basis, we adapt our strengths and approach to meet your needs and maximize your goals.
Hedge Fund Mandates
With five decades of experience investing in hedge funds, we help clients build hedge funds programs that target the extremely limited landscape of hedge fund managers that we consider suitable for investments. We can manage this portion of your portfolio either on a discretionary or a highly directive advisory basis.
Impact Strategies
Our specialized expertise in areas like Sustainable & Impact Investing and Diverse Manager Research allows us to create specific mandates for clients who want to make intentional, impactful decisions within their portfolio. Our strategies and areas of focus can augment existing capabilities and allow you to focus on other parts of your portfolio.
Each client situation is unique. Samples of recent client work include:
We built an infrastructure portfolio for a leading university’s endowment, focusing specifically on energy transition, digital, and healthcare
We built a private equity program to complement a family office’s established portfolio of direct private investments
We built a sustainable and impact investing portfolio that targets the impact themes most aligned with the client’s priorities