Our strategic advice is built to deliver results, not just analysis
Pillar I: Asset Analysis & Evaluation
We provide rigorous, independent analysis of your fund managers, alternative investments, and esoteric holdings. Whether you're evaluating a new private equity or private credit fund, assessing a hedge fund manager's track record, or stress-testing real estate and infrastructure investments, we bring analytical rigour to decisions where clarity matters most.
Investment process, philosophy, and alignment review
Performance attribution and consistency analysis
Due Diligence Oversight
Independent assessment of prospective managers and funds
Investment mandate clarity and strategy validation
Risk assessment and stress-testing frameworks
Operational Due Diligence (ODD): Independent verification of controls, compliance, and non-investment risks
Terms negotiation and risk mitigation guidance
Esoteric Asset Evaluation
Valuation and review of niche assets (e.g., royalties, litigation finance, digital assets)
Risk transparency and scenario analysis
Strategic fit within overall portfolio context
Market opportunity assessment and timing guidance
Transaction & Deal Review
Independent underwriting of direct co-investment opportunities
Valuation and pricing analysis for secondary market transactions
Alignment of interest verification for direct deals
Independent review of investment proposals or manager recommendations
Challenge existing assumptions and analytical frameworks
Pillar II: Portfolio Governance & Oversight
Beyond individual asset review, we provide ongoing governance oversight of your entire portfolio ecosystem. We ensure that your fund managers, custodians, legal advisors, and service providers remain strategically aligned. And we flag misalignments before they become costly. For boards and investment committees, we provide the independent perspective needed to govern complex portfolios with confidence.
Investment committee governance and strategic oversight
Portfolio positioning for board-level decision-making
Risk oversight and regulatory compliance alignment
Independent perspective on major strategic decisions
ESG and governance compliance assessment
Ongoing Monitoring
Continuous assessment of manager performance against benchmarks
Portfolio positioning and exposure tracking
Liquidity & Cash Flow Forecasting: Stress-testing portfolio liquidity to ensure capital call coverage and spending needs are met
Early identification of emerging risks or opportunities
Regular reporting and performance attribution analysis
Service Provider Oversight
Ensuring custodians, administrators, and teams remain strategically aligned
Cross-provider coordination to eliminate duplicative or conflicting advice
Oversight of service provider performance and fee appropriateness
Governance continuity during transitions or changes
ESG & Governance Review
Assessment of sustainability metrics and impact alignment
Corporate governance and voting oversight
ESG risk identification within portfolio holdings
Regulatory compliance and reporting support
Pillar III: Allocation & Strategic Guidance
We help institutional investors and family offices move beyond reactive decision-making. Whether you're exploring a new asset class through a pilot program, restructuring your portfolio allocation, or navigating market transitions, we provide forward-looking strategic guidance grounded in rigorous analysis and aligned with your long-term objectives.
