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.

0 984

First separate account

$ 0 .6B

Total SMA assets

0

Total separate accounts managed

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.

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 12 local offices situated in key markets; dedicated client account teams and over 160 investment and 470 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.

Meet the Custom Solutions team

What is a custom solution?

Specifically developed to meet an investor’s goals and objectives, a custom solution, or separately managed account, is a custom portfolio made up of private market investments that can include any combination of primary, secondary, or direct co-investment strategies.

Learn more about how we work with fund managers

Our offices span the globe from Boston to Beijing. Reach out through our contact form or find the HarbourVest location closest to you.

Get in touch

Private credit

Learn more

Secondary investments

Learn more