Financial Institutions Stats
Global figures as of 1 January 2024.
Quote from Debra Ng
Our breadth of coverage has positioned us to be well equipped in dealing with existing portfolios,
while adding depth to support the Institution’s own research on the funds they recommend.
Debra Ng, Head of Asia, Partner
How Albourne can Help
How Albourne Can Help – Common Issues & Our Solutions
Financial Institutions are able to harness Albourne’s extensive data analytics, proprietary portfolio tools and research coverage (Investment Due Diligence, Operational Due Diligence and Quantitative Due Diligence) built up across alternatives since 1994.
Competitive
PressuresTo satisfy their own clients’ interests in alternatives, Financial Institutions can draw on Albourne’s extensive resources to expand their own teams & offerings, while managing headline risk at the same time.
Coverage
of Legacy PortfoliosAlbourne’s global reach and breadth across alternatives, spans not only a wide range of Investment Due Diligence but also Operational and Quantitative reports.
D&I
ConsiderationsAlbourne launched a publicly available Diversity & Inclusion Questionnaire in 2020 with AIMA. Our efforts to provide transparency and standardization continue with a team focused on D&I.
Budget
ConstraintsAlbourne offers competitive fixed fee services which are available to clients regardless of assets under management or investor type.
Headline
RiskThoughtful Investment Due Diligence, detailed Operational Due Diligence, intelligent Quantitative Due Diligence and ongoing daily monitoring can help clients manage headline risk.
Many Manager
RelationshipsFor portfolios with many line items, Albourne offers a range of Operational Due Diligence monitoring solutions, while our robust screening tools can help Financial Institutions triage fund meeting requests and referrals.
Private Markets(“PM”)
Data ManagementThe collective power of MoatSpace (Albourne’s manager portal), a dedicated Private Markets Quantitative Due Diligence Team and its proprietary tools (e.g., the Cash Flow tool) can help enable clients to stay on top of PM data.
Access to
LaunchesAlbourne can help Financial Institutions invest in desirable funds, with the added benefit of Aggregate Consultant Discounts where available.
Complex
PortfoliosAlbourne’s proprietary online tools have been built based on years of experience. Having advised on portfolios since 1994, these tools have been designed to manage the complexity and idiosyncratic nature of investments.
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[1] This is a conservative aggregation of the estimated investments in
alternatives (where known) of Albourne Group clients worldwide, using public sources where
possible.
