StepStone offers customized portfolio construction through managed accounts and advisory relationships. We have extensive experience working with pension funds, sovereign funds, endowments, and foundations to design customized private markets programs, ranging from conducting initial launches to enhancing established programs.
When designing a private markets program and seeking to optimize the portfolio allocation, StepStone uses a research-intensive investment process, supplemented by the extensive use of analytical techniques, to attempt to identify those managers that are exceptional and whose investment strategies, firm resources and philosophies are best positioned to outperform the market on a risk-adjusted basis.
This process is further enhanced by our sector specialization, which provides valuable domain expertise, and the information advantages provided by StepStone’s integrated private markets platform.
Our integrated platform also offers a distinct sourcing advantage, providing increased access to highly sought-after general partners. We maintain a comprehensive pipeline of fund managers that span the globe. Our Firm has relationships with over 750 general partners and a proprietary database that contains information on over 24,000 funds.
Each year, StepStone actively reviews several hundred private placement memoranda of private markets partnerships across a number of strategies and geographies and meets with hundreds of private markets managers.