Johnson Controls Announces Partnership with Capital Dynamics to Help Customers Fund Solar and Battery Storage Projects
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 Clean Energy Infrastructure Team to Acquire Wind Portfolio in Northern Ireland, United Kingdom
In The News
Bloomberg Brief: Consolidation, Disruption in Private Credit: Q&A
Benefits Magazine: Private Equity - The Increasing Appeal of Customization
Research
Co-investments: Intelligent portfolio construction over market cycles
Active co-investing: Widening the deal funnel in response to a higher valuation environment
Events
CHICAGO, ILLINOIS
Pension Bridge: The Private Equity Exclusive
LONDON
SuperReturn Infrastructure