Asset Management Solutions

Montana Capital Partners offers leading Asset Management Solutions in the form of Investment Management, Risk Management, and Portfolio Management Services. With increasing regulation of alternative investments and the ongoing sophistication of investors, the need for professional asset management services is expected to increase across the investor landscape.

Best-in-class Asset Management Services help to better manage and control investment programs as well as demonstrate these activities to authorities (e.g. regulators) and boards and will have a positive influence on the risk-/return profile of portfolios.

Pension funds, insurance companies, family offices, sovereign wealth funds and banks seeking solutions to the following questions will find an answer through one of our service offerings:

  • Obtain a second opinion on your investment program or outsource your portfolio management in order to reduce fees from fund of funds and invest in the best private equity managers globally through our Investment Management Services

  • Obtain sophisticated risk reporting on your private equity portfolio in order to improve your risk-/return characteristics through our Risk Management Services

  • Construct a new private equity program or perform a portfolio check including the rebalancing of your portfolio or receive a state-of-the-art report on your portfolio through our Portfolio Management Services