Capital Dynamics Provides Innovative Loan Structure with ESG Margin Adjustment
Separately Managed Accounts
A customized private asset portfolio to meet a client’s specific investment requirements.
our Approach
For large investors with unique investment preferences we can design a portfolio using our private equity, private credit and private infrastructure expertise. We can tailor accounts by geography, investment period or risk/return profile. Clients may elect to be involved at every stage of the investment cycle or give us full discretion on their portfolio.
Services include
- Structure/vehicle set-up or consolidation
- Portfolio construction and strategic asset allocation
- Investment opportunity sourcing
- Full due diligence
- Investment recommendation or selection
- Monitoring of invested assets
- Tailored reporting and analyses through a secure web portal
- Research and educational seminars
“Our highly flexible and consultative approach distinguishes us. Our company culture demands innovation and the highest commitment to client satisfaction.”
latest News, Research & Events
Press Releases
Capital Dynamics Closes Mid-Market Direct V Fund above Target at $578 million
In The News
Dario Bertagna, Managing Director and Co-Head of Clean Energy, discusses with AIFI the current clean energy market outlook
David Smith, Senior Managing Director of Co-Investments, speaks with Citywire
Research
GP-led Secondaries - Reshaping the Landscape for Investors, Fund Managers and Portfolio Companies
U.S. Lower Middle-Market Direct Lending: A Safe Harbor in Times of Market Instability
Digital
VIDEO
Private Equity Co-Investments: Post-Crisis Performance
WEBINAR
U.S. Lower Middle-Market Private Credit in 2021 - An Attractive Opportunity Set for European Investors?