Customised Solutions

We work with large institutional investors to create customised multi-manager portfolios for specific mandates.*

Our approach

We design customised funds for a specific investment strategy, structure or vehicle through our five-step process.*

1. Discover

We work with the investor to understand their specific preferences - such as volatility, target markets or manager characteristics.

2. Design

We design a portfolio solution in line with their preferences and structure the vehicle to meet requirements such as domicile, liquidity or limited liability.

3. Implement

We source and select managers, negotiate terms with managers and service providers and set-up managed accounts with brokers.

4. Monitor

We review and appraise the managers on an ongoing basis, manage and allocate the portfolio risk and manage the cash and margin exposure.

5. Report

We develop customised reports to suit investors’ needs and provide detail on the drivers of portfolio risk and performance.

*Customised Solutions: Abbey Capital Limited is authorised and regulated by the Central Bank of Ireland as an Alternative Investment Fund Manager under Regulation 9 of the European Union (Alternative Investment Fund Managers) Regulations 2013 (“AIFMD”). Funds structured and managed by Abbey Capital Limited are structured as collective investment undertakings that fall within the AIFMD definition of “alternative investment fund”. Abbey Capital provides investment management services to these funds and not to any entities that invest in the funds. Accordingly, the entities that invest in the funds are not clients of Abbey Capital and Abbey Capital does not provide any investment advice or services to these entities.

Let’s talk

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