Institution.
We support you in your fiduciary duties towards your stakeholders.
Our team is geared towards supporting institutions such as educational foundations, non-profit organisations, pension funds, professional federations,…
Because directors and managers of institutions manage the money of/for their stakeholders, they have a fiduciary duty towards their stakeholders.
We provide directors and managers of institutions, in addition to the advice and the tools we offer to our private clients, benchmarking tools and second opinions underpinning their fiduciary duty.
Tools
- Consolidation public/private markets investments, real estate and other direct participations
- Cash flow consolidation
- Cash flow planning
- Robust database of investments and transactions with direct investor access
Investment research
- Guidance and best practices on strategic asset allocation
- Combination of in-house research and external databases
- Selection of public/private markets investments
- Access to best in breed international managers
- Pooling of purchasing power
Support in fiduciary duties towards stakeholders
- Independent reporting and benchmarking
- Governance advice
- Second opinion on significant investments and transactions
Our team can facilitate access to best-in-class managers:
01
Personal network and experience
Our team has over 30 years of experience in asset management and investment research.
02
Efficient due diligence
We continuously manage a broad pipeline of investment ideas on a worldwide basis. We filter these down for an optimal portfolio construction.
03
Unique combination of listed and private market investments
Our team includes both listed and private equity specialists, providing you with the opportunity to build a seamless portfolio across asset classes.
You can only independently judge portfolio managers, if you are not a portfolio manager yourself.
Benefit from our
economies of scale
Working with us means joining forces with other high-net-worth families. By federating the investment power of these families, our clients can subscribe to liquid funds in our selection at favourable conditions. The federation of wealth is especially interesting for your illiquid investment portfolios (private markets). The minimum required investments in these funds can be too high to allow for a diversified illiquid investment portfolio.
We set up specific Belgian feeders that allow our clients to decide to invest in some or all of the illiquid funds proposed by the selected managers, for the amount they determine, and jointly subscribe to illiquid funds with other families. This way you can invest in multiple managers and build a diversified portfolio with several yearly allocations.
Frequently asked
questions.
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Our team has a long experience in independent selection of best-in-class managers on a global basis. Our expertise is to gain access to boutique managers that have proven their ability to navigate volatile markets over long periods of time. We get to know these managers on a personal level during our structured due diligence process.
Portolani prides itself in the complementary team members, who have specialist background in each of our verticals: Listed Investments and Private Markets.
We take our time to get to know the managers personally and run a comprehensive, in-house due diligence process. This structured analysis includes quantitative and qualitative assessments of the managers’ ability to deliver value over time. Finally we confirm our opinion via external references before confirming an allocation during our periodic investment committees.
With a history of advising families and institutions for almost 20 years, we have proven our ability to preserve wealth and realise excellent risk-adjusted returns. We will always review investments from a risk perspective and will prioritise products that show lower volatility vs. products that can show temporarily higher returns if we deem that these are riskier.
Our level of engagement varies from client to client, based on the level of portfolio complexity and ongoing advice requirement. This is the case for families, but even more so for institutional clients. Portolani works on a lean cost basis, and a part of the appeal to work with us is our ability to get access to the best fee structures via pooling of investments (clean- & institutional share classes). Our remuneration is mostly based on basis points of assets, but we can also discuss flat fee structures depending on specific situations.
Our team includes a risk manager, and a compliance officer who are running our internal procedures, in line with the FSMA requirements. Our KYC colleagues make sure that our KYC/AML processes and documentation are always up-to-date.
