Absolute Return Strategies Presentation
Monitoring - What we do after an investment is made
Process oriented approach to
private asset fund
monitoring/risk management
―
-
Market commentary
Performance reporting
Due Diligence Re-
Underwriting
Annual Meeting
Attendance
Activity
(outer circle)
-
Portfolio characteristics &
Fund / Portfolio
Characteristics
Annual
Frequency
(inner) circle
partnership highlights
-
Watch List reports
-
Annual meeting reports
-
Advisory boards, where applicable
Ongoing
Quarterly
-
Partnership development reports
Performance Analysis
-
Partnership amendments &
consent recommendations
Cliffwater promotes transparency
across the industry
AltExchange member
Monitoring Calls
Manager Meetings /
Notes
Weekly Analyst
Meeting
Partnership
Development Report
Industry
Watch List Development
Report
Report
CLIFFWATER LIC
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