Resources

Investment strategies, a clear view of how we work with clients, and practical support resources.

Core Strategies

Six foundational approaches that shape how portfolios are constructed, monitored, and adjusted over time.

1 · Foundation

Asset Allocation

A cornerstone of our client service model, our asset management capabilities are enriched by the exhaustive view of the GP universe provided by our large-scale primary fund deployment on behalf of clients. As a trusted partner to fund managers, we have preferred access to investment opportunities, enabling the creation of more selective, bespoke solutions across sectors, strategies and structures. When the strategy is conducive to a multi-manager solutions approach, we design commingled vehicles that empower clients to invest in a range of strategies while gaining exposure to quality assets.

2 · Risk Control

Diversification

Multi-Asset Class Expertise. Spanning private equity, infrastructure, private debt and real estate, our expert teams of sector specialists give clients a significant edge in shaping and sustaining single- or multi-asset class exposures to meet their investment goals. Our reach and expertise across asset classes, investment strategies, commercial structures and geographies help drive and define the customized solutions at the heart of our offering. Whatever the scale of involvement or exposure, we build relationships that are mutually respectful and rewarding.

3 · Active

Active Management

With deeper dimension of data, Marketswave consistently produces a peerless wealth of insights through SPI, our proprietary data and technology platform. Drawn and delivered from all parts of the business, we openly share our intelligence with each other and our clients and partners to provide sharper views that inform more confident strategic decisions.

4 · Efficient

Passive Management

Marketswave's sourcing advantage is now yours. We invest selectively with some of the best-in-class managers. These deep relationships afford us preferred access: meaning you get best-in-class opportunities in products that can help build diverse, resilient portfolios and your practice. As one of the pioneers in designing the individual client experience in private markets, we focus on easy onboarding, expert support and consistent updates. Institutional-caliber products offering regular liquidity opportunities, frequent valuations and transparent reporting. All so you can focus on what you do best.

5 · Discipline

Risk Management

After we complete the analysis of the risks and project the potential losses and gains, we can prioritize the risks. We base this prioritization on the potential impact and the likelihood of each risk materializing. Using this prioritized list, we allocate our resources to minimize the risks that could cause the most damage. Once we implement our risk management plans and document all results, we review our records carefully and apply any necessary changes. By continuously improving, we stay flexible and strong as we encounter and identify new risks.

6 · Expansion

Alternative Investments

What our alternative investments have in common is that they have less restricted investment rules than traditional funds and aim for absolute returns, that is to achieve positive returns regardless of how the underlying markets develop. Marketswave has built deep expertise in alternatives over the years, refining our approach across hedge funds, private equity, real estate, and specialized private strategies.

How It Works

A clear sequence from first conversation to ongoing service — showing both what the client provides and what the firm delivers at each stage.

Discovery and Client Fit

We begin with an introductory meeting, call, or digital form that explains whom the service is for, any account minimums, and the scope of advice. We gather your financial objectives, time horizon, income and liquidity needs, existing holdings, tax considerations, and tolerance for investment losses. This ensures the eventual recommendation is connected to your circumstances rather than a prepackaged portfolio.

Plan, Investment Policy & Proposal

Client information is translated into a written plan: target return, risk limits, strategic asset allocation, liquidity reserves, relevant constraints, benchmarks, and the recommended investment approach. A fiduciary process formalizes objectives, time horizon, acceptable risk, expected return, asset classes, and an investment policy statement before implementation.

Account Opening, Agreements & Funding

Practical setup work is handled separately from investment selection: completing the advisory agreement, confirming discretionary or advisory authority, opening the custodial account, transferring existing accounts or assets, defining beneficiaries where relevant, and funding the account. We make clear who holds custody, who may trade, how long setup normally takes, what documents are needed, and whether the client must approve trades.

Build and Implement the Portfolio

The mandate is translated into investments: select asset classes, diversify holdings, choose active managers, passive index funds, individual securities, or alternatives where appropriate, and execute trades. Portfolio construction is treated as risk-aware implementation — not a guarantee of performance. Managers can use securities such as equities, bonds, commodities, and real estate.

Monitor, Rebalance & Manage Risk

Management does not stop after investing. The team monitors portfolio performance, allocation drift, market conditions, liquidity, and investment-specific risks, then rebalances according to the agreed policy and review schedule. Rebalancing is intended to keep exposures within agreed risk parameters as market changes alter portfolio weights.

Reporting, Reviews & Communication

Ongoing deliverables include secure online access, account statements, performance reporting against relevant benchmarks, tax documents, periodic review meetings, and a process for updating the plan after life events. Responsibilities extend beyond selecting investments to settling transactions, maintaining records, and preparing clear reports for clients.

Stage	Client provides	Firm handles	Client receives
Onboarding	Goals, financial details, risk preferences, documents	Suitability review, account setup, transfer support	Clear recommendation and service agreement
Portfolio design	Constraints and preferences	Research, allocation, investment selection	Proposed allocation, rationale, risks, and fees
Ongoing management	Updates on changes in circumstances	Trading, monitoring, rebalancing, administration	Statements, performance, review meetings

Blog & Press

Company updates, market perspectives, and announcements. This section serves as a community center for posts, memos, and official communications.

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Research notes, firm announcements, and client communications will appear here as they're published.

Article Coming Soon

Research notes, firm announcements, and client communications will appear here as they're published.

Content will be published here as research notes, firm announcements, and client communications become available.

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