A.W. Jones constructs tailored alternative investment portfolios for private and institutional investors through its Strategic Partnerships platform. Each partnership is designed to address the specific objectives of the investor while complementing their broader asset allocation framework. As a multi-asset class solutions provider, the firm makes its core investment, operations, structuring, and risk management capabilities available within a flexible engagement model that can evolve as a client's goals, capabilities and resources change over time. Strategic Partnerships may include the following capabilities:
Alternative Investment Program Design
Collaborative design and implementation of customized alternative investment programs aligned with the client's investment framework
Portfolio Construction & Risk Management
Advisory support for the construction and ongoing management of customized portfolios. The firm's portfolio management tools, risk aggregation capabilities, and analytical resources support the measurement and monitoring of risk across alternative investments
Due Diligence
Access to the firm's investment research, due diligence framework, and views on investment strategies. Investments may be sourced by A.W. Jones or by the client, and due diligence and monitoring may be conducted independently or in coordination with client personnel.
Structuring
Experience negotiating preferential terms with investment managers, supporting direct investment programs and customized portfolios. Available structures include separately managed accounts, funds of one, co-investment programs, commingled funds, series LLC structures, and special purpose vehicles.
Technology & Reporting
A suite of technology and reporting solutions to support clients in managing the alternative investment process. The firm can also integrate with a client's existing technology and reporting infrastructure.
Transition Services
Management of asset management platforms no longer core to a client’s underlying business as well as the liquidation and transition of alternative investment portfolios previously overseen by other investment managers.
