Capital Dynamics

About

ADVISORY SERVICES

Capital ​Dynamics ​provides highly ​customized ​advisory ​services to ​clients seeking ​to compliment ​their own ​internal ​capabilities ​but still ​retain ​discretion over ​their ​investments. We ​can help ​develop a whole ​portfolio ​strategy based ​on strategic ​asset ​allocation or ​supplement your ​own investment ​expertise by ​advising on ​particular ​asset classes ​or geographies. ​We work closely ​with you to ​understand your ​goals and ​develop a plan ​to help you ​achieve them in ​terms of ​geographic and ​vintage year ​diversification ​as well as a ​balanced risk/​return profile.​  ​

Once ​investment ​decisions have ​been made, ​Capital ​Dynamics can ​also provide ​portfolio ​monitoring, ​risk management ​and portfolio ​servicing. â€‹ By partnering ​with Capital ​Dynamics for ​portfolio ​advisory ​services, ​investors can ​leverage our ​extensive ​operations, our ​global network ​of relationships ​and our deep ​due diligence ​experience. We ​work collaboratively ​with all of our ​advisory ​clients to ​ensure that ​their unique ​needs are fully ​met.   ​

PORTFOLIO SERVICING

Capital ​Dynamics ​provides ​comprehensive ​fund and ​portfolio ​administration ​services ​through its ​dedicated, in-​house Portfolio ​Servicing team, ​designed to ​meet the needs ​of sophisticated ​investors. As a ​longstanding, ​integrated ​asset manager ​and administration ​services ​provider, we ​understand the ​increasingly ​complex ​requirements of ​investors and ​strive to ​provide our ​clients with ​the highest ​level of ​customized, ​transparent, ​timely and ​accurate ​services and ​reports. ​

PORTFOLIO & RISK MANAGEMENT

At Capital ​Dynamics, we ​know that ​understanding ​and managing ​risk is an ​important part ​of investing. ​Our Portfolio & ​Risk Management ​team is highly ​experienced in ​quantitative ​risk management ​and has made ​Capital ​Dynamics a ​recognized ​leader in this ​area.  ​

Our Services

We provide ​Portfolio & ​Risk Management ​Services to ​clients around ​the world. Our ​services are ​designed to ​optimize risk/​return profiles ​to meet ​clients’ ​individual ​requirements.​  Services ​include: ​

The firm has ​also developed ​proprietary ​tools for ​benchmarking ​and performance ​measurements to ​evaluate ​private equity ​portfolios ​against the ​public markets (​PME+).  ​

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