Maximizing the Opportunity in Private Markets

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).

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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

The information in this material and/or any other documents or information provided by The Beneficient Company Group, L.P. (Ben) does not constitute an offer to sell or the solicitation of an of an offer to purchase any securities of Ben or any of its affiliates. Offers to sell or purchase any security can only be made through definitive Offering Materials and subscription agreements with the applicable investor.
Subject to Qualification. Securities products are offered through Emerson Equity, LLC. Member FINRA/SIPC. Ben and Emerson Equity, LLC are separate, unaffiliated entities.
Neither asset allocation nor diversification guarantee against loss. Neither Ben nor any of its affiliates or representatives (i) makes any express or implied representation or warranty as to the accuracy or completeness of the information contained in these materials, or (ii) shall have any liability resulting from your use of these materials. These materials are not intended to provide the sole basis for evaluating any transaction with Ben or any other matter.
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.

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