FLAT WORLD PARTNERS SERVICES
FWP provides custom solutions to meet your team’s specific needs and goals.
ADVISORY SOLUTIONS
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Pipeline & Sourcing
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Fund Manager Landscapes
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Thematic Research
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Performance & Impact Evaluations
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Due Diligence & Investment Recommendations
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Investment Memorandums
ASSET MANAGEMENT
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Manager of Manager Strategies
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Direct Investments
TECHNOLOGY & REPORTING
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Portfolio Reports that include impact
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Access to YvesBlue comprehensive public markets analytics and reporting
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Proprietary Manager Database that features a dashboard to access all work products from research and due diligence FWP has carried out since 2015 on private market funds and companies
INVESTING THEMATICALLY
The FWP team also invests thematically with diversity, equity & inclusion underpinning it all.
Renewable Energy
Financial Inclusion
Agriculture
Education
Healthcare
Water & Oceans
APPROACH
01.
CUSTOMIZATION
Construct portfolios according to the specific investment objectives – impact goals, return expectations, liquidity parameters and risk tolerances- of each client.
02.
OBJECTIVE ADVICE
Recommend specific investments that fit within the investment policy; evaluate market conditions, managers and opportunities; research and conduct due diligence on trends and managers to drive future performance.
03.
REPORTING
Create comprehensive and customized performance reports; review and discuss performance in the context of unique portfolio requirements; actively work with team of advisors.
04.
TRANSPARENT
We operate only in the best interest of clients. We do not sell proprietary products or accept fees from service providers or fund managers. We make our processes and portfolios transparent.
05.
BESPOKE SUPPORT
Flexible ad hoc project-based or continuous support how and when you need it.
FWP EXPERT PRODUCTS
ENHANCE YOUR INVESTMENTS
Custom select solutions and work products to meet your team’s specific needs and goals.
IDEA GENERATION
Sourcing
Screening
DUE DILIGENCE
Evaluations
Sustainability Analyses
Financial Performance Analyses
RECOMMENDATIONS
Investment Recommendations
Execution & Monitoring