Foundations and Endowments face acute challenges in today’s market. Underperforming investment portfolios have left many struggling to fulfill investment commitments, whilst difficult credit markets and the reduction of traditional benefactors’ capital-base has increased the burden on effective fundraising.

We help our clients to understand the evolving alternatives landscape and evaluate current and potential investments in hedge funds and private equity firms.

Alternative Investments Landscape
Understand and smartly navigate the changing alternative investments market.

Portfolio Asset Allocation
Analyze and rebalance alternatives asset allocation strategies. Exploit opportunities in traditional and emerging industries.

Fund Manager Selection
Scrutinise existing and emerging alternatives managers. Manage exposure and assess the suitability of investments in light of new regulatory and fiduciary frameworks. Screen placement agents for suitability.

Secondary Markets
Increase liquidity or exploit potential through alternative investments secondary markets.

For information on how Critical Value Advisors can help your company, please contact us.