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  1. Home
  2. Approach and Services
  3. Portfolio analysis and optimization

Portfolio analysis and optimization

Based on systematic and continuous portfolio analysis, ICA’s approach ensures that our clients’ are always well positioned to achieve their objectives within set risk parameters.

Given the illiquid nature of private market investments, the limited monetization capabilities of secondary markets and their specific cash flow characteristics, investors cannot rebalance the weights of all assets in their private markets portfolios dynamically. However, ICA helps to adjust investment programmes as needed based on changing goals, major fluctuations in the general market or regulatory environment or major changes in the organisation of investment firms.

More service spectrum:

Collaborative portfolio planning, portfolio construction and research
Manager selection and investment due diligence
Investment controlling and reporting
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