Odoo - Sample 1 for three columns

Portfolio Advisors LLC

9 Old Kings Highway South

CT 06820 Darien (USA)

https://www.portad.com/

Ansprechpartner Institutionelle Anleger

Alexander von Wollfradt

Head of Client Solutions EMEA

Telefon: +41 44 200 3514

E-mail: awolffradt@portad.com

Ansprechpartner Institutionelle Anleger

Alexander Schicho

Client Solutions DACH

Telefon: +41 44 00 3516

E-mail: aschicho@portad.com

Unternehmen im Überblick

Founded in 1994, Portfolio Advisors (“PA” or the “Firm”) was initially focused on private equity advisory work and relied on results and client referrals to grow. The Firm began to pivot in 1998, adding institutional clients and fund administration and reporting services, and made a strategic decision to concentrate on unique products that could capitalize on our growing network of general partner relationships.

PA launched its first commingled vehicle in 2000 with the goal of providing its expertise to a wider institutional audience and added secondaries to our strategy in 2003 – the same year we expanded into real estate. With the Asia-Pacific region booming after the turn of the century, the Firm started its first Asia-dedicated vehicle in 2006. As PA continued to grow, the Firm opened offices in Zurich and Hong Kong.

As PA’s platform of relationships grew, so did the information advantages inherent in tracking hundreds of funds, and thus our ability to pursue a wide range of primary, secondary and co-investment opportunities on behalf of the Firm’s clients and limited partners. PA launched its first dedicated private equity secondary fund in 2008, which included an allocation to private equity co-investments. After incubating the strategy within the Firm’s dedicated secondary funds, in 2011 PA launched its first dedicated co-investment fund. PA expanded into credit secondaries in 2013 and, later that year, acquired the mezzanine finance business and team from Credit Suisse, adding significant direct private credit capabilities to the PA platform. Dedicated to a culture of responsible investing, PA became a signatory to the United Nations Principles for Responsible Investment (UN PRI) in 2015.

Today, PA has approximately $26.9 billion in assets under management (“AUM”) across separate account advisory and discretionary commingled vehicle accounts. The Firm has a professional staff of 114 with offices in the U.S., Europe, and Asia. PA is an independent, employee-owned firm, SEC-registered, and a QPAM. Throughout PA’s history, the Firm has pursued a singular goal and philosophy: provide customized private markets investment solutions to sophisticated investors around the world, with integrity, broad domain expertise, and a commitment to client service.

Marktposition und Zielkunden

PA provides separate account advisory and discretionary commingled vehicle account services across private equity, private credit, and private real estate.

Allgemeine Investmentphilosophie

PA’s future business strategy is to continue maintaining the Firm’s privately held organization that seeks to provide outstanding service and competitive investment returns to its diverse client base. PA will prudently accept capital, take on new clients, and will expand its staff in accordance with growth.

PA plans to grow the Firm’s business over the next 3-5 years by maintaining its separate account advisory practice, adding one to two separate account relationships per year, completing the fundraising for the following PA-sponsored funds, and selectively launching additional, follow-on offerings within the Firm’s fund series.

esg philosophie

A UNPRI signatory since 2015, PA is firmly committed to continuously improving its UNPRI ratings.

Over $3.6 billion1 of AUM in mandates with client-specific investment restrictions that prohibit exposure to certain industries.

PA manages a Specialized Managers mandate that has committed over $350 million since inception of the program in 2010. The mandate targets emerging managers with certain characteristics such as minority, woman, LGBTQX, and disabled veteran ownership.

organisation

kategorie
ESG-Officer / ESG-Abteilung
x
Nachhaltigkeits-/ESG-Bericht (Unternehmensbericht)

ESG Rating (Unternehmen)

Unterzeicher der UN PRI
x


anlagestrategien

anlageklasse
Aktien
Renten
Wandelanleihen
Multi Asset

Immobilien x
Andere x

Kompetenz des Hauses bezüglich ESG Strategien

ESG considerations represent an integral part of PA’s investment process. PA requires all fund managers to complete the Firm’s ESG due diligence questionnaire prior to committing capital.

The Firm’s primary investment team assesses fund managers’ incorporation of ESG principles in their (i) investment process, (ii) value creation process and (iii) reporting to Limited Partners.

 

ESG verfahren und methoden

verfahren / methode

ESG Intergration
x
Best in Class Ansatz

Ausschlusskriterien x
Positiv Screening

Impact Investing
x
Engagement / Active Ownership

Mindeststandards / Normenbasierte Kriterien

ESG Reporting
x