Advisory
Private Market Manager Research
Whether seeking to explore, implement, or expand existing manager relationships, AltsResearch provides investors the ability to increase their reach by leveraging our asset class expertise and relationships. The firm offers a tailored approach that is free of a “groupthink” process which can lead to common behavioral biases.
AltsResearch will work hand-in-hand with clients providing transparency and a passion to navigate the expanding universe of private market managers. Central to its uncompromising mission is that we do not manage assets, direct clients toward any products that are advised upon, or accept any commission or fees from managers that are reviewed.
AltsResearch will identify risks, operational capabilities, and performance attributes, both absolute and relative, associated with client-driven manager selection and provide reports summarizing investment opportunities. These reports will breakdown the diligence process into digestible concepts allowing decision makers to maximize their efficiency. Several key areas of research include:
- Suitability of strategy and investment philosophy
- Manager approach to risk management
- Operational expertise and value-add
- Alignment of interests
- Associated fees relative to market and fund/firm size over time
- Identification of historical alpha drivers relative to benchmarking approaches
In addition to manager diligence, AltsResearch can provide a comprehensive exposure review of an investor's private market portfolio to assist in understanding broad market diversification-related risks by sectors, subsectors and geographies.
