Identifying best-in-class fund and co-investments across private equity, private debt, and real assets.

Commitment Pacing

The nature of private markets fund investments, with capital calls and distributions, requires a disciplined approach to commitment pacing to hit targets. Being both over or under invested vs. target is sub-optimal. Commitment pacing refers to the development of an investment plan detailing how much an investor should commit each year to private markets to achieve their overall allocation / cash flow objectives. Troviq uses several cash flow planning tools to support our partners in developing commitment pacing plans to maximise the likelihood of being “at target” over the long term.

Manager Selection

Private Equity funds have historically displayed a high degree of dispersion. High conviction manager selection is therefore key and offers potential for significant outperformance. Troviq’s manager selection philosophy is to identify managers Troviq believe have:

• A clearly defined “deal type” for which they have specifically relevant expertise.
• A repeatable approach that can drive performance across the relevant deal types.

An exceptional track record alone is not sufficient, though it can represent the ability of a manager to apply its strategy across different market cycles.

Portfolio Construction

Portfolio construction is intended to optimise the risk profile of the portfolio, whilst ensuring exposure is consistent with the desired mix of geographies, sectors and styles. Troviq’s “portfolio builder” tool can help clients understand different portfolio construction considerations and achieve the desired level of diversification over time.