Separately managed accounts (SMAs) and specialized commingled funds are the foundation of our asset management business.
We pioneered building SMAs that integrate fund investments, secondaries and co-investments to develop an investment plan that is tailored to each client’s duration, risk and return preferences.
Specializing in real estate, private debt, venture growth, secondaries and co-investments, our commingled funds give investors targeted access to quality assets and niche strategies.
We offer a range of advisory services designed to help pension plans, sovereign wealth funds and other institutional and high net worth investors enhance their private markets investment programs.
Whether developing strategic investment plans, making tactical allocation recommendations, or optimizing a client's risk exposure, our advisory services bring to bear the full weight of our global platform and private markets expertise.
Monitoring & Reporting
StepStone's Monitoring and Reporting (M&R) team provides timely portfolio monitoring, reporting,and analytics services tailored to each client’s specifications through a leading transaction management and back office platform.
Our bespoke quarterly performance reports include benchmarking, market commentary, performance attribution and diversification analysis. We apply a rigorous, analytical approach to evaluating manager and portfolio performance and believe that active, continual analytical review can lead to better risk management practices and higher return potential.
By helping to diversify idiosyncratic risk, replace the allocation to traditional asset classes or increase overall risk-adjusted returns, liquid alternatives can enhance investors' portfolios.
We work closely with clients to provide the necessary transparency for monitoring purposes while respecting managers' needs to protect their positions.
Advanced Research & Analytics
StepStone's investment team leverages a proprietary collection of
data & tools to make more informed decisions