access Solutions

Custom Solutions

HarbourVest has been creating customized solutions and flexible separate accounts to address client objectives for more than three decades.  Today, we offer bespoke, multi-strategy portfolio construction, portfolio monitoring, reporting and administration, tailored client service, and comprehensive knowledge transfer programs designed for each client’s specified needs and objectives.

Investors: Why Consider HarbourVest?

HarbourVest is attractively positioned to be your separate managed account partner of choice. We offer a deep team of experienced professionals; data-driven portfolio construction, investment, and risk analysis processes; and a flexible approach to meeting investment and service needs. Together, these capabilities have enabled us to help clients successfully meet a variety of investing challenges as detailed in the following whitepapers, including:

Working with HarbourVest offers:

  • Experience: Long-tenured, cohesive team with a track record of success developing flexible, tailored investment solutions to meet a variety of investing challenges and objectives.
  • Partnership: As a key stakeholder in your success, we work closely with clients before, during, and after they invest to help them make tactical adjustments, gain knowledge and expertise, and to provide a variety of services.
  • Flexibility: Demonstrated history of success developing flexible, innovative investment solutions to meet investment and service needs with an emphasis on continuous, proactive dialogue and partnership.
  • Service: Global firm providing worldwide access through 10 local offices situated in key markets; dedicated client account teams and over 125 investment and 200 operations and service professionals providing expertise across disciplines.
  • Quantitative Portfolio Construction: We work closely with clients to construct portfolios that are underpinned by comprehensive risk analysis to ensure optimal risk-adjusted returns.
  • Knowledge Sharing: Partnering with clients, we have developed custom knowledge transfer programs to educate clients on a variety of subjects most relevant to their needs, including investment related activities, execution and operations focused initiatives, and broader educational opportunities.

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