Fund & SPV design:

	Private Equity
	Emerging Markets
	Currency & Treasury products
	Islamic
	Funds of funds
	SPVs & SPEs, feeders for existing funds
	Exotic: Trade Finance, Shipping, Derivatives
	Public-Sector, 3rd-Sector

Portfolio management, administration & reporting systems solutions for institutions investing in:

	Private Equity funds
	Venture Capital funds
	Hedge funds
	Islamic funds
	Funds of funds
	SPVs & SPEs
	Agricultural / Timberland / Real Estate

Fund and investee assessments, monitoring & reporting on compliance with defined standards for:

	Corporate Governance
	Environment
	Labor standards
	Workplace health & safety
	Security
	Systems & productivity
	Any other client-specific protocol or best practices standards

Consulting services:

	International diversification
	Systems, data & reporting
	Business process streamlining & outsourcing
	Review of external & internal audit process
	GP / manager performance benchmarking

Portfolio analytic & reporting systems:

	Asset Allocation by industry, country, fund type, etc.
	Investment performance at fund and investee levels
	Non-financial performance at fund and investee levels
	Online storage & instant retrieval of all key fund documents (e.g. subscription agreements, LPAs, side letters, manager reports, etc.
	Development impact assessment & reporting
	Any other desired reporting on client-specific portfolio dimensions

We specialize in:

	corporate governance monitoring / reporting / interventions in portfolios of holdings in both public and private companies,
	monitoring of investee compliance with any sort of guidelines or protocols, and
	data-collection & reporting systems
	aggregating, consolidating & reporting on data across multi-manager or multi-fund portfolios.

This can be the most practical and cost-effective solution in many different situations, for example where:

	Client policies call for systematic application of a set of internal governance policies or non-financial screens across a portfolio of investees,
	a client needs to monitor investees for particular financial or non-financial events or trends,
	a client does not have or wish to dedicate in-house resources to the function, or

where the functions are beyond the mandate or core competence of the client's conventional portfolio managers or program administrators.

For example, a client can mandate us to:

	Manage an agreed regular program of investee assessments;
	Produce, maintain and disseminate compliance-related documentation
	Assume responsibility for governance- or SRI-related investor or investee communications or Public Relations / Investee Relations programs;
	Assume management and reporting responsibility for Business Development or TA programs, and
	other forms of intervention according to client-defined parameters.