BLUEGRASS has been creating customized solutions and flexible separate accounts to address client objectives for more than past few years.
Today, we offer bespoke, multi-strategy portfolio construction, portfolio monitoring, reporting and administration, tailored client service, and comprehensive knowledge transfer programs designed for each client’s specified needs and objectives
BlueGrass is attractively positioned to be your separate managed account partner of choice.
We offer a deep team of experienced professionals; data-driven portfolio construction, investment, and risk analysis processes; and a flexible approach to meeting investment and service needs. Together, these capabilities have enabled us to help clients successfully meet a variety of investing challenges.
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ExperienceLong-tenured, cohesive team with a track record of success developing flexible, tailored investment solutions to meet a variety of investing challenges and objectives.
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PartnershipDemonstrated history of success developing flexible, innovative investment solutions to meet investment and service needs with an emphasis on continuous, proactive dialogue, and partnership.
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FlexibilityDemonstrated history of success developing flexible, innovative investment solutions to meet investment and service needs with an emphasis on continuous, proactive dialogue, and partnership.
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ServiceGlobal firm providing worldwide access through 12 local offices situated in key markets; dedicated client account teams and over 160 investment and 470 operations and service professionals providing expertise across disciplines. |
Quantitative Portfolio ConstructionPartnering with clients, we have developed custom knowledge transfer programs to educate clients on a variety of subjects most relevant to their needs, including investment related activities, execution and operations focused initiatives, and broader educational opportunities. |
Knowledge SharingPartnering with clients, we have developed custom knowledge transfer programs to educate clients on a variety of subjects most relevant to their needs, including investment related activities, execution and operations focused initiatives, and broader educational opportunities. |
Specifically developed to meet an investor’s goals and objectives, a custom solution, or separately managed account, is a custom portfolio made up of private market investments that can include any combination of primary, secondary, or direct co-investment strategies.
