WHO WE SERVE:

We help Asset Managers (GPs) and Asset Owners (LPs) and Consultants

Asset MANAGERS

CEOs, C-Suite Executives, and Business
and Functional Heads

As an investment leader, you not only have a considerable number of daily responsibilities and limited resources, but you may also need guidance, support, and resources to ensure strategic success.

That’s where Meta Investing comes in; we lead our clients toward enhanced capacity, organizational resilience, opportunistic growth, and sustainable scalability.
AREAS OF SERVICE: Investment Process: Sourcing, Diligence, Approval, Portfolio Management, Monitoring. Business Development: Sales/Distribution, IR, Product, Fund Structuring. Investment Support: Operations, Technology, Finance, Legal, Risk/Compliance. Team and Talent: Recruiting, Retention, Evaluation, Compensation. Organic Growth: New Products, New Channels, New Geographies, New Fund Vehicles. Strategic Opportunities: Governance, Strategic Plans, M&A.
Mobile service graphic: AREAS OF SERVICE: Investment Process: Sourcing, Diligence, Approval, Portfolio Management, Monitoring. Business Development: Sales/Distribution, IR, Product, Fund Structuring. Investment Support: Operations, Technology, Finance, Legal, Risk/Compliance. Team and Talent: Recruiting, Retention, Evaluation, Compensation. Organic Growth: New Products, New Channels, New Geographies, New Fund Vehicles. Strategic Opportunities: Governance, Strategic Plans, M&A.

AsseT Owner or Consultant

CIOs and Portfolio Managers

As an asset owner or consultant, you have a myriad of choices among asset classes and managers. While seeking to develop your own internal investment capabilities, you may also operate with different governance constraints to accomplish your mission. You may need guidance, support, and resources to ensure investment performance or organizational capability success.
That’s where Meta Investing comes in; we lead our clients toward enhanced capacity, organizational resilience, and opportunistic growth.
AREAS OF SERVICE: Asset Allocation, Manager Selection, Specific Investment Opportunities (discrete co-investments or portfolios), Co-Investment Process 
Mobile graphic: AREAS OF SERVICE: Asset Allocation, Manager Selection, Specific Investment Opportunities (discrete co-investments or portfolios), Co-Investment Process