Offerings

Separate Accounts

Overview

Separate accounts are constructed by our team according to investor requirements. A separate account can target countries worldwide, as desired by the investor. Separate accounts are available to very large institutional investors.

A customized solution to match investor goals

We offer separate accounts, which can be customized to individual investment goals. Separate accounts refer to separate mandates/investment structures established by a single investor and customized to fit their unique needs.

We act as an manager of collective assets, but investors have the flexibility to get actively involved in the structuring of the separate account and in the related investment activity.

Advantages of Separate Accounts

  • Collaboration between EIP and investors to determine exposure and strategy
  • Active investor involvement and tailored solutions
  • Diversification across various subsectors, geographies and investment stages
  • Provision of individualized and comprehensive investment memoranda and portfolio reviews
1
Investor participation

Collaboration between investment manager and investor to determine optimal portfolio composition

2
Tailored solution

Portfolios tailored to investors’ alternative investment objectives

3
Leverage of existing platform

The integrated approach of an existing alternative investment platform brings unique expertise and management capabilities

4
Value-added after investment

Comprehensive monitoring and reporting after the investment tailored to the needs of investors

Benefits of Separate Accounts

copyright alpiq

Personalization

  • Investment policy determinable by the investor
  • Reflects investment needs, risk appetite, return requirements etc.

Tax Efficiency

  • Ability to control the timing of transactions with tax implications
  • Structuring by investor determinable

Management Focus

  • Investment policy determined by the investor taking into account their investment needs and the risk / reward tolerance in the portfolio

Service

  • Investors receive an above-average service from the manager
  • Personalized investment products