Global Managed Accounts

Building investment exposure in the most flexible way.

EXPERTISE, PERFORMANCE, SERVICE

 

We offer global managed accounts for private equity, private debt and infrastructure investments. Our separate account solutions comprise primary fund investments, secondary transactions, and/or direct co-investments for a single investor and offer the widest possible flexibility around investment strategy and pace, client involvement and pricing.

Clients appoint us as a full outsourcing partner or choose to remain involved in different aspects of the investment and portfolio management process. Our mandates include investing and managing both globally diversified, as well as geographically focused portfolios towards defined target allocations or investment goals. Our clients value Alpha as a one-stop-shop partner.

Our service range includes:

  •  Asset allocation, investment strategy and portfolio construction
  •  Market screening and investment sourcing
  •  Rigorous due diligence and investment evaluation
  •  Manager benchmarking and selection
  •  Pricing and negotiation of secondary fund investments and direct co-investments
  •  Investment structuring and execution
  •  Customised reporting, including online access for clients to their portfolios
  •  Portfolio restructuring and re-balancing
  •  Cash flow planning, portfolio scenario analysis and stress tests

Our highly professional investment, portfolio management and reporting process is supported by our proprietary software system SIROS, which is a powerful, web-based investment database and an effective performance monitoring and risk management tool.

Accountability, responsiveness and flexibility to fulfil our clients’ needs are at the heart of our business model.

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