Albourne provides services and solutions to clients invested in alternative investments across the liquidity spectrum.
Our Solutions
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Albourne’s customized portfolio advisory service acts as an extension of
client staff - whether
Investment Analyst, Back or Middle Office Analyst or CIO.
John Claisse, CEO & Executive Committee Member
James Walsh, Head of Portfolio Group
Emlyn Palmer, Partner & Head of Sustainable Investing
Jessica Ross, Head of Portfolio Group Europe
Debra Ng, Head of Portfolio Group Asia
Our Advisory specialists:
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Advice on building & monitoring highly customized portfolios.
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Measuring, monitoring & managing risk at the asset, fund, manager &
portfolio levels.
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Our research combines investment, operational and quantitative due diligence
across all alternatives to help
clients when integrating alternatives into their strategic asset
allocations.
Guy Ingram, Co-founder & Chief Economist
Christina Panayi-Stavrinides, Head of Quantitative Due Diligence (“QDD”)
Travis Williamson, Head of Hedge Funds Investment Due Diligence (“IDD”)
Tom Cawkwell, Head of Private Markets Investment Due Diligence
Ryan Teal, Head of Operational Due Diligence ("ODD")
Our Research specialists:
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Over 80 IDD Analysts. Online library of >4,000 IDD reports.
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Over 130 ODD Analysts. Online library of >2,500 ODD reports.
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Performance analysis & forecasting using proprietary Hedge Fund &
Private Markets models.
- Hedge Funds
- Private Equity
- Private Credit
- Real Assets
- Real Estate
- Dynamic Beta
Relative Value - Event Driven - Equity L/S
Directional - Multi-Strategy - Long Biased
LBO/Growth - Venture Capital
Distressed - Lending
Infrastructure - Transportation Assets - Oil & Gas
Agriculture - Timber - Mining - Water - Multi-Strategy Real Assets
Core - Opportunistic - Value Added - Multi-Strategy
Equity - Fixed Income - Foreign Exchange
Commodity - Multi-Assets
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Albourne’s approach to Implementation Support includes providing mid and
back office support services, but excludes making the
investment decisions, signing off legal documents or authorizing capital
movements.
Jonathan Koerner, Head of Middle Office Implementation
Rowan Levy, Head of Back Office Implementation
Nicolas Stylianou, Head of Fees & Liquidity
Christina Efstathiou, Back Office Team Lead
Our Implementation (B2YTM) specialists:
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Commercial Review, Deal Support, Subscription Assistance and Ongoing
Support.
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Transaction recordkeeping, NAV reporting & reconciliation, payment set up & custodial feed assistance.
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Fee Validation for Private Markets, Fee Reconciliation for Hedge Funds
& liquidity management tools.
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As a working consultant, Albourne can better collect, understand and
curate data, and create analytical tools that add value. Our fintech is
for practitioners, by practitioners.
Dr. Gaurav Amin, Head of Fintech & Implementation &
Executive Committee Member
John Shearman, Head of Fintech
Lucy Stavrinides, Head of Data
Our Fintech (Albourne D&ATM) specialists:
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Vast amount of alternatives data collected over 20+ years.
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Online interactive tools like Forward Calendar, Portfolio Manager, Cash
Flow Model & Advanced Search.
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Access to the daily curation of >7,000 media sites, Albourne TV,
newsletter review and the Albourne App.
Footnotes:
1 Some Implementation Support services are not available in
certain jurisdictions
Our Expansion
PriMaRS Indices
Launch of Albourne's third series of indices, Private Markets Return Series Indices
New Sustainable Investing Reporting Standards
Release of Sustainable Investing (SI) Questionnaire & Scoring Framework.
HedgeRS Indices
Launch of Albourne's indices series Hedge Fund Return Series
D & I Questionnaire with AIMA
Release of Diversity & Inclusion Questionnaire
Albourne Mobile App
iOS and Android versions of the Albourne App become available for all Clients
DyBeRSTM Indices
Creation of Albourne's indices series, Dynamic Beta Return Series
Investor Manifesto II
'New Initiative' Launch of the Investor Manifesto II
Diversity & Inclusion Initiative
Release of Diversity & Inclusion Initiative
Data & Analytics Service
Launch of Data & Analytics Service
Back Office software & Service
Release of Backoffice
PM Fee Validation & Aggregation
Private Markets Fee Validation and Aggregation service launched
The Shape of Fees
Albourne has been leading efforts to promote transparency and encourage better-aligned terms which can help to achieve a more consistent and fairer share of return between managers and investors. Albourne’s initiative to focus an industry conversation on the "shape of fees" has been central to these efforts.
Fee Analysis & Reconciliation
Launch Fee Analysis & Hedge Fund Reconciliation
Dynamic Beta Service
Release of Dynamic Beta software
Real Estate Service
Launch of Real Estate Service
New Initiatives
Launched The Investor Manifesto I & FeeMometerTM
First Sustainable Investing Questionnaire
Albourne's Sustainable Investing (SI) starts taking shape with the launch of its first SI questionnaire.
The Open Protocol
Launch of The Open Protocol Initiative
Bermuda
Albourne opens office in Hamilton, Bermuda
Real Assets Service
Launch of Real Assets Service
Bahrain & Germany
Albourne opens offices in Manama and Munich
Private Equity Service
Launch of Private Equity Service
Japan
Albourne opens office in Tokyo
Singapore
Albourne opens office in Singapore
Hong Kong
Albourne opens office in Hong Kong
Canada
Albourne opens office in Toronto
Albourne America
Albourne opens office in USA under Albourne America LLC
The Castle
Launch of Client portal, The Castle
The Albourne Village
Launch of a free portal for the alternatives investment community
Cyprus
Albourne opens office in Nicosia, Cyprus
London
Albourne moves UK office to London
Hedge Fund Service
Launch of Hedge Funds Service
Albourne Partners Limited
Albourne is founded and opens office in West Sussex, UK
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