Assets Under Advice (AUA)
Public Markets
Assets Under Advice (AUA)
Private Markets
Our Methodology
Asset Classes
Public Markets
Public Market investments represent a class of assets that are openly available for purchase and sale on public exchanges. These investments include listed equities, bonds, and other financial instruments issued by publicly listed companies and government entities. Public market asset classes offer high liquidity, as they can be readily bought or sold, providing investors with the flexibility to adjust their portfolios in response to market conditions.
Our Investment Advisory function advises institutional investors on their allocations to Public Market asset classes – advising them on their blend of asset classes and by helping them select and monitor appropriate managers.
Public Markets consists of:
- Fixed Income
- Equity
Private Markets
Private Markets encompass a diverse range of investment opportunities that are not publicly traded on exchanges. These investments include private equity, venture capital, private debt, real estate and infrastructure. Private Market investments offer the potential for attractive returns and diversification, but they typically involve longer investment horizons and reduced liquidity compared to public market assets.
Our Investment Advisory function specializes in guiding institutional investors through the intricacies of Private Markets. We work closely with clients to identify suitable GP relationships, perform commitment planning, evaluate funds, and monitor performance over time.
Private Markets consists of:
- Private Debt
- Private Equity
- Real Estate
