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.
First separate account
$ 0 .6B
Total SMA assets
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:
Quantitative Portfolio Construction
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.