5. Post-investment advisory

Activities

  • Analysis and review of the portfolios at regular intervals adjustment of the investment strategy
  • Subsequent simulation of the new portfolios
  • Proposal on restructuring and disposal of funds, direct- and co-investments
  • Proposal of tactical secondary transaction : pro-active return/risk evaluation
  • Match solvency with dividend/yield payout obligations

Aspects

  • Risk-return profile
  • Cash flow profile (yield potential leverage, duration of the financial structure)