What are the skills necessary to properly diligence alternative assets? Investment Partner Britt Whitfield was interviewed recently by Investment News, discussing the care advisors need to take when it comes to private markets.
“Private capital commitments are typically called and invested over multiple calendar years, which requires careful research, pacing plans, and monitoring to manage exposures over time. Developing a thoughtful approach to modeling and staging these commitments is essential to avoid over- or under-allocation relative to client objectives and to maintain the desired portfolio profile through market cycles,” Whitfield said.