How We Work With Clients

We evaluate clients’ goals

Each client’s investment goals are unique. We understand that clients have specific expectations for their allocation to alternatives, in terms of reward versus risk, liquidity, concentration, geographic exposure and more. We also recognize and support our clients’ goals regarding ESG factors and their small, emerging and diverse manager programs.

We work with our clients to understand their investment expectations, as well as specific regulatory requirements or structural considerations. When evaluating clients’ needs, we assess how they might benefit from a collaborative advisory relationship that emphasizes the transfer of knowledge across investment, operational and technology capabilities.

We Build Investment Programs

Hedge Funds
Private Equity
Real Estate
Strategic Investments

Multi-client Portfolios

These pooled portfolios are turn-key solutions that provide immediate access to alternatives.

Customized Portfolios

These single-client portfolios are bespoke solutions based on specific investment preferences.

Advisory Services

Multi-client Portfolios

Efficiency and ease of implementation are the hallmarks of multi-client, or pooled, portfolios. These multi-client investments offer a single point of entry to alternatives. Investors achieve instant strategy diversification. We offer turn-key portfolio solutions across alternative asset classes and strategies.

Customized Portfolios

Our customized approach to portfolio construction provides clients the opportunity to have an active role in determining the composition of their alternatives programs. We assign a coverage team to each client. We begin by assessing the client’s investment and operational goals for the alternatives program. We also consider the client’s specific regulatory and reporting needs. We then collaborate with the client through the design, implementation and monitoring phases of the portfolio.

Advisory Services

Large investors who want to enrich their in-house alternatives capabilities leverage our advisory services. These services incorporate guidance and training across investment, operational and technology areas. We serve as an extension of staff, allowing clients to leverage the breadth and depth of our firmwide resources. Clients select from advisory services that include due diligence, structuring, transition services and administration. Certain clients choose to form a strategic partnership with us to oversee and guide their full alternatives programs, whether in one alternative asset class or across their entire alternatives allocation.

Our Clients

We understand that our clients have diverse risk/reward profiles and varying objectives. That is why we work with our clients to find the investment solution that is right for them.


Our Public, Taft-Hartley and Corporate pension clients all share the same goal: meeting obligations to pensioners.

Sovereign Entities

Many of our sovereign clients invest in alternative assets as part of their long-term investment plans.

Endowments & Foundations

The "E&F" investor seeks to have its portfolio meet and exceed the organization's spending target, while growing its capital base.

Financial Institutions

Banks, insurance firms and other financial services companies have unique investment needs and face restrictive regulatory requirements.

High Net Worth/Family Office

Many of our individual and family office clients invest the assets gained through their life's work and often invest with future generations in mind.

Other Institutional

We understand and address the specific requirements of health-care providers, corporate nonpension assets and other institutional investors.