Full investment portfolio consolidation​​ Organizational structure and governance framework recommendations​​ Investment Policy Statement (IPS) outlining​​ Diversified long-term strategic asset allocation planning​​ Implementation of additional criteria such as ESG or shariah-compliance policies

Annual commitments and pacing planning​​ Tracking asset allocation target​​ Pipeline of vetted opportunities across alternative asset classes​​ Comprehensive due diligence reports, strategy analysis and fund reviews​​ Operational support services

Direct investments controlled by the client​​ Investment vehicles set up as needed