Investment process

The process of investing in private equity is far more labour-intensive than investing in listed markets or bonds, and requires sophisticated investment professionals with a diverse range of skills including accounting, tax and legal expertise.

We typically review and evaluate around 130-150 fund investment opportunities and around 50 ‘pre-screened' co-investments each year. All potential investments are evaluated using our thorough and systematic investment process and proprietary research systems. This process is known as "due diligence".

Historically, we have been able to negotiate advantageous investment terms because of our prior experience, reputation and size of our commitments. Our senior executives serve on over 60 fund investment advisory boards, which allow them to ensure effective governance, resolution of conflicts of interest, and an ongoing alignment of interests between fund investment managers and their investors. Advisory board representation also gives us access to a broad range of fund investment managers and other limited partners to gather market intelligence and source direct investments.