GlobalFinance advises and manages private equity accounts for investors on an individual and customised basis. This includes services to regulated industries such as insurance. We build and restructure the portfolios in close communication with our clients, performing top-down and bottom-up processes on a transparent and well-reported basis. Unlike pure fund managers we have been doing deals with many private equity firms and know the managers on the transaction level, i.e. the area where the value is really created. This may lead to an entirely different judgement than the one based on pure due diligence and statistical findings. As a result, we feel able to deliver the best mix of personal access, inside information and risk management to our clients.

• GlobalFinance is on top of current private equity developments and tracks new and existing products
• General benchmarking to other asset classes such as bonds, public equities etc.
• Independent evaluation of asset allocation strategies and investment managers
• Adaption of private equity strategies to individual risk, return and cash flow profiles
• Independent choice of products customised to client needs
• Has secured tranches in restricted funds and can offer special terms and conditions
• Proprietary database
• Disciplined investment and risk management approach.

Liquidity Plan cash flows appropriately Mix with secondaries and mezzanine Incorporate historical investments		Long-term horizon No need to get out or make fire sales Manage volatility Diversify
Information asymmetry and lack of transparency Receive information down to the individual portfolio company level Understand GPs' internal structures and developments Understand secondaries pricing		"Blind pool" risk Perform proper due diligence on GPs Receive additional inside information Know about defaulting LPs