The SMA or advisory structure is designed for investors seeking a bespoke, multi-asset development program tailored to defined return objectives and portfolio constraints.
Dedicated investment vehicle or advisory mandate for a single equity partner
Investor retains approval rights and customization over strategy parameters
Capital deployed across multiple projects over time
Full customization across asset types, geographies and risk levels
Ability to pace capital deployment in line with market conditions
Enhanced governance, reporting and transparency
Efficient scaling of capital with consistent execution standards
Attractive for large or repeat investors seeking long-term partnerships