Segregated accounts
Expertise
Segregated accounts
Through our Segregated Managed Account activity, we design bespoke portfolios aligned with the specific risk-return profiles, allocation preferences, and legal structures required by institutional clients. We ensure high-quality client relationship management through ongoing communication, market and regulatory monitoring, and customised reporting formats.
Access has 23 years of experience in managing SMAs for institutional investors seeking tailored exposure to Small cap Buy-outs and Infrastructure across Europe. The firm has managed 27 SMAs in one or a combination of sub-asset classes.
Investment programmes are structured in close collaboration with investors, reflecting their return objectives, financial and extra financial risk constraints, governance requirements and regulatory frameworks. Portfolios may be built across primary commitments, secondary transactions and selective co-investments, with a focus on disciplined pacing and portfolio diversification.
Investment programmes are structured in close collaboration with investors, reflecting their return objectives, financial and extra financial risk constraints, governance requirements and regulatory frameworks. Portfolios may be built across primary commitments, secondary transactions and selective co-investments, with a focus on disciplined pacing and portfolio diversification.
Investment programmes are offered on both a discretionary and non-discretionary basis, providing flexibility to meet a range of investor preferences.
For each SMA, a dedicated team is set-up, bringing together investment, ESG, and investor relations professionals. The team maintains close, tailored relationships with representatives of the client, ensuring they are regularly informed about market developments and the progress of their investments. Investor engagement is built on transparency and continuity, supported by clear and comprehensive quarterly reporting.
For each SMA, a dedicated team is set-up, bringing together investment, ESG, and investor relations professionals. The team maintains close, tailored relationships with representatives of the client, ensuring they are regularly informed about market developments and the progress of their investments. Investor engagement is built on transparency and continuity, supported by clear and comprehensive quarterly reporting.