Portfolio Construction
Institutional frameworks for integrating private market allocations across client segments, risk profiles, and liquidity requirements.
Why This Strategy
Integrating private markets into an existing investment process requires more than selecting individual strategies. It requires a deliberate framework that accounts for client segmentation, liquidity constraints, risk tolerance variation, and the interaction between public and private allocations. Many advisory firms lack the internal resources to build this framework independently.
Client Segmentation Analysis
Determine appropriate exposure by client profile — accounting for eligibility, time horizon, income requirements, and risk tolerance.
Private/Public Interaction Modeling
Evaluate how private market positions interact with existing public allocations across the efficient frontier — optimizing for risk-adjusted portfolio outcomes.
Liquidity Management
Structure private market allocations to maintain appropriate liquidity at both the client and firm level, accounting for redemption windows and distribution schedules.
Scalable Implementation
Build frameworks that accommodate new client onboarding and practice growth without requiring custom construction for each engagement.
How Advisory Firms Access This Strategy
Multiple structures designed to accommodate varying client eligibility, investment committee requirements, and firm-level allocation parameters.
Customized private market allocation frameworks calibrated to your firm's client segments, risk parameters, and existing portfolio construction technology.
Analytical frameworks for evaluating the interaction between private market positions and existing public market allocations across the efficient frontier.
Structured guidance for determining appropriate private market exposure, vehicle selection, and liquidity parameters by client profile and eligibility.
Dual-Perspective Value
- A portfolio construction rationale tailored to their specific objectives and risk profile
- Appropriate diversification across private credit, equity, and strategic acquisitions
- Liquidity management aligned with their time horizon and distribution needs
- An institutional framework for making private market allocation decisions repeatable across the practice
- IC-ready documentation for each allocation rationale
- A scalable model that accommodates new client onboarding without custom construction each time
- Direct access to BIP Capital's investment team for portfolio-level strategic dialogue
Integration and Reporting
- Custom allocation models by client segment
- Private/public optimization analysis
- Implementation roadmap and timeline
- IC presentation documentation
- Quarterly rebalancing guidance
- New strategy integration analysis
- Client onboarding templates
- Market environment adjustment recommendations
- Compatible with existing portfolio management systems
- Key advisor platform integration
- Consolidated reporting across all private positions
- Performance attribution by strategy and vintage
Frequently Asked Questions
The Next Step
Connect with our team to discuss this strategy aligns with your firm's objectives.