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Portfolio Management

Portfolio Management Services are increasingly regulated and used as a governance tool by institutional investors. Investors benefit by having access to industry-leading reporting services and information databases that permit for better monitoring and control over investments.

Montana Capital Partners offers state-of-the-art reporting activities to closely monitor private equity portfolios and produces reports for its clients to demonstrate the structure and success of the investment program to other institutions such as authorities or corporate boards for example.

• Portfolio Construction

  As in real life, the first steps are often the most difficult. Montana Capital Partners offers the Portfolio Management Service to all investors who start a private equity program. The team will provide answers to investors based on the relative allocation of the private equity program, the absolute commitment amount, the correct numbers of funds, and the correct level of diversification. The benefit for investors is the creation of a risk-return optimized portfolio from the outset.

• Portfolio Rebalancing

  After managing a private equity program for a longer time period, it might make sense to stop for a moment and look back in order to strategically review the portfolio and diversification of the portfolio as well as concentration parameters. Montana Capital Partners performs deep portfolio analyses based on proprietary analysis tools and advises on how to improve the quality and diversification of the portfolio, manage the expected liquidity requirements and advises if and how positions can be reduced or increased if necessary.

• Reporting

  With increasing allocations to private equity, the rising number of sophisticated investors, and more stringent regulatory requirements, the importance of reporting increases. Montana Capital Partners offers leading reporting services that provide a comprehensive overview of the investor’s portfolio but also very detailed information on the portfolio company level. Reporting services can also be combined with the risk management reports in order to receive a comprehensive overview and picture of the portfolio.