Working with institutional investors to implement operational and investment best practices

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INVESTOR ADVISORY

Middlemark Partners offers bespoke advisory services for institutions, family offices and fund managers seeking to enhance their infrastructure, investment efficiency and strategic partnerships.

Investor advisory

Our edge is understanding the unique needs of each investor and manager, which stems from our team’s diverse experience conducting due diligence and portfolio management at leading global firms.

SERVICES FOR INVESTOR ADVISORY CLIENTS

Operations & Infrastructure Advisory

Internal Investment

Internal Investment and Operational Due Diligence assessments

Managed Account Platform

Managed Account Platform best practices and implementation

Service provider

Service provider due diligence

Research & Investment Advisory

1

Best-of-breed manager introductions

2

Emerging manager searches

3

Sophisticated peer group analytics

4

Client portfolio review and analytics

5

Outsourced investment and Operational Manager Due Diligence

6

Market and industry trend reporting

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