Investors

Portfolio monitoring & technical assistance

“My holdings are 5,000 km away. How do I know what is really going on?”

Our answer

For funds, family offices, development finance institutions and donors: we provide local monitoring of holdings, portfolio assessment and technical assistance to financing schemes. You keep the decision; we give you the field intelligence to base it on.

What you get

Regular local monitoring of holdings
Alerts on weak signals, before they become losses
Portfolio assessment and recommendations
Technical assistance to financing schemes

In practice

Duration: Ongoing
Format: Annual subscription per holding
Fee: On request

Recurring mandate, quarterly or annual.

Have my portfolio monitored

Describe your portfolio and monitoring needs — we'll propose a suitable arrangement.