BTA offers strategic advice and services surrounding alternative investing via fund managers.

We are specialized in private equity, including venture capital & private equity real estate,

whilst having expertise across the whole spectrum of asset classes and keeping the big picture in mind.

DUE DILIGENCE

support with the analyis of alternative investment funds

in particular, private equity funds, including venture capital or private equity real estate

Portfolio CONSTRUCTION

support in building the right portfolio for you with strong and suitable fund managers

sustainable investing - ESG

advice on sustainable investing practices

support with the implementation of ESG criteria into your investment approach

ASSET ALLOCATION

support in finding a well-suited asset allocation for you

IMPLEMENTATION OF LONG-TERM INVESTMENT APPROACHES

support with the implementation of long-term investment approaches such as the "endowment model" developed by David Swensen,

head of Yale Endowment

OTHER TOPICS

for advice on any other topics, please just get in touch: ml@bluethistleadvisory.com


Who CAN BTA BENEFIT ...

INVESTORS

for Due Diligence or Asset Allocation questions

FUND MANAGERS

seeking advice on investors' needs

OTHERS

seeking general advice on the

private equity / venture capital world