Services for Institutional Clients (LPs)

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Capital Innovations is focused on building managed and advised solutions that are intended to enhance our clients’ private markets programs and may include the following services:

• Collaborative strategic planning and advice
• Investment due diligence and implementation
• Legal negotiation and review
• Fund administration and reporting

Capital Innovations’ managed solutions are typically focused on small-to-mid sized investors and are customized for each individual client’s needs. Our advised solutions cover all private markets Real Asset strategies and cater to larger institutions with internal staff dedicated to private markets.

• Diversified across leading General Partners, geography, property type and industry.
  
• Dedicated Real Assets team has significant global direct and fund investing experience.
  
• Hands-on involvement in portfolio construction

Development of tailor-made strategies perfectly satisfying the individual requirements and preferences of the investor. Our approach is highly standardized and built on a set of seven basic criteria. Sophisticated portfolio models help illustrate the effect of changes in various parameters and provide a high degree of transparency.

Based on our market knowledge, access to managers and highly structured and established processes, we select the best funds for our client portfolios. We provide a comprehensive overview of the relevant market and manager universe and clearly highlight differentiating factors of the various fund offerings. 

Client feedback regularly emphasises the very high quality of our due diligence as a best-in-class product. Highly in-depth while still focused on the essentials. Due Diligence reviews are available in three levels of details and scopes, so that investors can flexibly determine their own internal level of involvement 

Our fund scoring offers a quick, standardized and quantitative approach to fund assessment and manager benchmarking. The manager and fund under review are scored and benchmarked in six categories comprising more than 60 criteria.

Our flexible reporting platform allows for reporting essential data efficiently and clearly arranged at portfolio level as well as down to each underlying investment. This specifically supports middle and back-office resources as well as portfolio managers, which are otherwise heavily burdened by processing the managers' comprehensive reports individually. It further fulfills the extensive and increasing transparency requirements stipulated by regulatory authorities.