Develop a programme
Portfolio design, manager diligence and implementation support to develop fund-of-funds capabilities in house.
Built around your team
A manager shortlist is only one part of a programme. We help organise the investment questions, evidence and operational responsibilities into a coherent process that your team can own and repeat.
Discuss your programme
Areas of support
Translate your objectives into a portfolio framework covering strategy mix, commitment pacing, concentration and liquidity considerations for your team’s review.
Working output: a programme brief and portfolio design framework for internal review.
Structure the research universe, document requests, questions, evidence gaps and investment committee materials.
Working output: a diligence workplan, comparison framework and documented open questions.
Translate the approved design into workstreams across internal teams, managers and external service providers.
Working output: a responsibility map, provider requirements and implementation timetable.
How we work
Practical support at each stage, with decision ownership inside your firm.
Set your objectives, investor needs and decision boundaries.
Clarify the mandate, existing capabilities and the gaps to address.
A programme brief
Agree the portfolio framework and diligence standards.
Structure manager research, evidence review and a workable operating model.
A documented framework
Approve managers, providers and responsibilities.
Coordinate the workstreams, information and handoffs required to get started.
An implementation plan
Review portfolio changes and retain approval authority.
Support monitoring, capital-call coordination and consistent reporting.
An ongoing review rhythm
The next conversation
Tell us where your firm is today and what you want to develop next.