• Private Equity AIF
• Liquidity Enhanced
• Real Estate AIF
• UCITS
• Local Opportunities
• Provides portfolio management functions to AIFLNP’s and self-managed AIF’s

• Multi Asset Class advisory for corporate and local money accounts
• Quantitative and Qualitative Analysis of complex portfolios
• Credit instrument analysis
• Portfolio restructuring and hedging
• Assistance in negotiating and interacting with third-parties
• Treasury advisory

Our risk management philosophy is underpinned at every stage through detailed and methodical analysis using bespoke evaluation software programs. Detailed outputs include:

• Benchmark Analysis
• Micro analysis of all underlying funds
• Liquidity profiles
• Back-testing analysis
• Stress-testing
• Provides risk management functions to AIFLNP’s and self-managed AIF’s

The respective investment committees meet regularly to ensure they meet the portfolio’s risk and return objectives. Key areas of consideration include:

• Adherence to investment guidelines
• Review of existing portfolio performance and new opportunities
• Risk Management and Portfolio re-balancing

• Risk / Return Objectives
• Thematic investments
• Legal and Regulatory considerations
• Tax efficiency
• Time Horizon
• Liquidity
• Unique Circumstances