Institutional Capital
  • Home
  • About ICA
    • Team
    • Network
  • Approach and Services
    • Investment Advisory
    • Capital Raising
    • Institutional Investors Forums
  • Events & News
  • Contact

Portfolio analysis and optimization

  1. Home
  2. Approach and Services
  3. 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
  • Collaborative portfolio planning, portfolio construction and research
  • Investment controlling and reporting
  • Manager selection and investment due diligence
  • Portfolio analysis and optimization
Privacy policy Legal Notice Imprint
Privacy policy Legal Notice Imprint

ICA Institutional Capital Associates GmbH and ICA Institutional Capital Associates Beratungs GmbH & Co. KG are acting in the context of investment brokerage and investment advice in financial instruments pursuant to Section 2 (2) No. 3 and No. 4 of the German Securities Institutions Act ("WpIG") as a contractually tied agent pursuant to Section 3 (2) WpIG exclusively for the account and under the liability of AHP Capital Management GmbH, Weissfrauenstrasse 12-16, 60311 Frankfurt am Main, ("AHP").