Behind the Curtain of Ben’s Proprietary Alternative Asset Portfolio Management Tool
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?
Private Fund Strategies including:
- Private equity
- Venture capital
- Private credit
- Real estate
- Natural resources
- Hedge funds
- And more
- 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.
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Subject to Qualification. Securities products are offered through Emerson Equity, LLC. Member FINRA/SIPC. Ben and Emerson Equity, LLC are separate, unaffiliated entities.
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The views and opinions expressed are those of the panelists and do not necessarily reflect the official policy or position of Ben or Oxford Economics. The information in this material is not intended to replace any information or consultation provided by a financial advisor or other professional nor shall be perceived to constitute financial, legal, accounting or tax advice.
These materials contain certain estimates, projections and forward-looking statements that contain substantial risks and uncertainties. The estimates, projections and forward-looking statements contained herein may or may not be realized, accurate or complete, and differences between estimated results and those realized may be material. Such estimates, projections and forward-looking statements are illustrative only and reflect various assumptions of Ben’s management concerning the future performance of Ben and its affiliates, and are subject to significant business, economic and competitive uncertainties and contingencies, many of which are beyond Ben’s control.
Except as otherwise noted, the materials speak as of December 2020. Neither Ben nor any of its affiliates or representatives undertakes any obligation to update or revise any of the information contained herein or to correct any inaccuracies which may become apparent.