Our SMA clients enjoy the simplicity of accessing private markets — and the potential outperformance they can provide — through a single, streamlined fund structure. SMAs can provide administrative ease; instead of vetting multiple managers, reviewing dozens of legal agreements, and overseeing a stream of capital calls and distributions, our clients make one thoughtful, strategic decision to choose the right manager to fit their needs up front. After that, our team goes to work, which means the client’s frequency of capital calls and distributions is materially reduced; single line-item reporting is provided; and the process of managing complex legal and tax sensitivities is simplified.
Custom Solutions
Why consider a custom solution?
Our approach to custom solutions
HarbourVest has been creating bespoke and tailored solutions to address client objectives for more than three decades. Much as an architect would engage with their client to design and build a custom home, we partner with our clients to understand their goals and assess how we will help them meet their objectives. We then construct what we believe to be the optimal investment solution based on these insights.
We offer multi-strategy portfolio construction, portfolio monitoring, reporting and administration, tailored client service, and comprehensive knowledge transfer programs. We have a strong toolbox to help our clients that is rooted in the depth and breadth of our expertise in private markets.
The hallmark of our approach — what I believe we do better than anyone — is listen. We use our resources, our breadth of knowledge, and our global reach to support our clients in meeting their objectives.
Monique Austin
Managing Director, Head of Evergreen Solutions
We have a strong toolbox to help our clients that is rooted in the depth and breadth of our expertise in private markets. This equips us to nimbly address client preferences through the custom solution design process.
Edward Powers
Managing Director
Investors: Why consider HarbourVest?
At HarbourVest we believe we are well positioned to be your separate managed account partner of choice. We have knowledge gained from four decades in the SMA business, strong relationships with top GPs, and experience working with investors around the world, across economic cycles, and through changing regulatory environments. Our scale helps us identify strong investments, which we believe enables us to produce consistent outperformance across asset classes over time. And we support our SMA clients with a team of experienced legal, tax, accounting, and client service professionals on staff and in market to provide regional expertise. Together, we believe these capabilities help clients successfully solve their varied investing challenges.