– Managed Account Solutions –
Caledon tailors solutions to meet the specific needs of its clients, recognizing that a standard “one-size-fits-all” approach provided by traditional solutions is not appropriate for all investors.
This approach includes the design and implementation of new programs (e.g. strategy, guidelines, benchmarks), as well as transaction sourcing, evaluation, execution, and monitoring and reporting. Caledon manages a number of customized relationships that combine funds and co-investments in a manner specifically suited to the client.
We will often create managed accounts to build comprehensive investment programs for the client’s infrastructure or private equity allocation. Alternatively, we can create narrow strategies that can include specific sector build-outs such as distressed private equity or value-add infrastructure.
– Our Approach –
|Program Design:||Establish or enhance investment strategies, guidelines, objectives and benchmarks|
|Selecting Investments:||Source high quality funds, secondaries, minority direct investments and co-investments|
|Due Diligence:||Complete comprehensive investment diligence utilizing industry best practices|
|Closing Investments:||Negotiate, structure and complete fund and direct investments|
|Asset Management:||Monitor and manage investments, and interact with investment partners|
|Portfolio Reporting:||Provide client specific quarterly reporting|