A truly custom solution built for you. At HarbourVest, we have selectively implemented custom separately managed account solutions for clients for more than three decades. Whether you are interested in more flexible portfolio construction, niche market opportunities to complement your existing portfolio, or access to a custom service plan, we leverage our team’s proven methodology to construct separately managed accounts that are tailored to meet your risk-return requirements.
Navigating the complexities of creating bespoke solutions requires both insight and access. Our disciplined process begins with understanding your goals, performance objectives, reporting requirements, and service needs. Then we plot a course for achieving your objectives and construct private equity and debt portfolios designed to meet your investment needs, combined with portfolio monitoring and oversight in a controlled environment.
Investors: Why consider HarbourVest?
Our Custom Solutions clients benefit from the services of HarbourVest’s leading legal and tax teams who help structure your program to your specific regulatory considerations, tax sensitivities, and operational requirements.
Working with HarbourVest offers:
- Flexibility: Custom programs – the ultimate flexibility in defining and shaping your bespoke private markets portfolio
- Collaboration: Working together to develop and implement a service plan focused on your needs – reporting, knowledge transfer, and service – over the life of a program
- Knowledge: Sharing insights to build your in-house knowledge of both the investment and evaluation process and operational support services
- Experience: Over 30-year track record spanning many economic cycles and a global team adept at recognizing meaningful patterns
- Service: One of the largest in-house operational teams in the industry – over 150 professionals who handle everything from analytics to cash management – creates a seamless client experience
HarbourVest Custom Solutions have included:
- Comprehensive, Diversified Global Private Equity Programs
- Global Venture, Buyout, and Special Situations Funds
- Global Secondary Purchases
- US and Europe Small/Mid Buyout Funds
- Asia Developed/Developing Market Funds
- Emerging Manager Funds
- Global Buyout Co-investments
- US Growth Equity Co-investments
- Credit and Private Debt
- Portfolio Completion Strategies