Challenge:

Identify impact investment solutions

Solution:

Monitoring the market for potential impact investment opportunities across the asset class spectrum. Given our long experience with renewable and cleantech investments, the impact investment space is a natural extension of our accumulated competence in the asset classes. We can access our network to identify specific ideas based on the clients’ requirement.

Challenge:

Source emerging managers with potential equity interest available

Solution:

Via our CVC-solution, we can offer investors direct access to acquire equity interest in asset managers whilst the investor benefits from de-risking the investment in the product as an owner as well as benefits from the implicit ‘fee-break’.

Challenge:

Access to news flow as the office is not based in a major financial hub – the fear of missing out on exciting opportunities early

Solution:

As a group being based in London but operating with a network of affiliates we see potential investments early and can advise on specific ideas if and when they arise. Selectively we conduct the due diligence on the clients’ behalf

Challenge:

Sourcing and Due Diligencing new mandates

Solution:

We offer a bespoke sourcing and due diligence solution to a client network. Specifically, we have agreed a specific remit with the client and subject to initial approval for a shortlist, we are mandated to conduct the investment and operational due diligence

Challenge:

As a bank based in North America, the client seeks a niche operator that can help them compose a structured European asset allocation solution

Solution:

Based in London but with a strong European team, we have access to a diverse network of contacts. Assessing the clients’ requirements enables us to structure a portfolio that gives the client the predefined risk/return solution and satisfies the scale they are seeking

Challenge:

As a large pension plan, the group has access to the best mandates but feels that they are only shown consultants’ preferred ideas. The client is looking for innovative opportunities

Solution:

We focus on the sub-$1bn AuM space which investment consultants ignore for fear of advising on a manager that may not survive. We make it our priority to ‘roll-up’ our sleeves and go the extra mile in terms of detailed due diligence. Our deal books are known for their thorough analysis, specific advice and committed strategy recommendations