In order to fully harvest the value of private markets, we believe strategic asset allocation and active portfolio management are crucial. At Ben, we call this framework Total Portfolio Management (TPM).
WHAT IS TPM?
CAPABILITIES
Private Fund Strategies including:
Private equity
Venture capital
Private credit
Real estate
Natural resources
Infrastructure
Hedge funds
And more
FRAMEWORK
Modern quantitatively driven portfolio construction
Market forecasts
Risk management techniques
WHAT DOES IT DO?
MARKET FORECASTS AND FUND VALUATIONS
Robust valuation process accounting for market risk, liquidity and other drivers of fund performance such as sector and strategy focus
PORTFOLIO CONSTRUCTION FRAMEWORK
Extraction of many synergies, economies of scale, and risk-adjusted benefits
Strong integration between portfolio optimization and fund valuation capabilities enables maintenance of balanced portfolios of illiquid assets
LIQUIDITY AND REBALANCING
Designed to unlock efficiencies that can be passed to clients in the form of competitively priced offers against illiquid alternative investments
Promotes accessible and transparent secondary liquidity for investors of alternative assets
Let’s have a conversation about the insights and trends revealed in our Private Markets report and what Ben’s secondary market liquidity solutions could mean for your investment portfolio.