Investor and transaction services

Funds-of-funds diligence and allocation support

Organise manager evidence, portfolio exposures, fund terms and open diligence questions into a consistent basis for allocation-committee review.

A defined mandate

Build a comparable manager-research process.

Organise manager evidence, portfolio exposures, fund terms and open diligence questions into a consistent basis for allocation-committee review.

Start with the decision you need to make, your role and authority, target sectors and markets, ticket range, timing and the information available. The engagement scope should identify the work Matchpoint undertakes and any independently appointed specialist work.

Manager screening

Compare each manager with the strategy, geography, vintage and risk limits in the allocation mandate.

Look-through exposure review

Map overlapping managers, strategies, underlying exposures and liquidity commitments where the necessary data is available.

Fund terms and fee comparison

Identify management fees, carried interest, fund expenses, governance rights and liquidity provisions for specialist review.

Committee and monitoring materials

Maintain the decision rationale, outstanding evidence, approval conditions and follow-up reporting requirements.

Start with a scoped diagnostic

Manager-screening diagnostic; comparable diligence matrix; exposure and fee review; allocation-committee pack.

Discuss this engagement

Evidence to bring

Provide the mandate or investment thesis, authorised decision-makers, existing adviser appointments, available financial and operating information, constraints, timing and the specific decision requiring support.

Proof and delivery requirements

Before engagement, confirm the named delivery lead, relevant experience, permitted references, specialist qualifications, document access and sample deliverable structure. Any transaction or performance claim requires verifiable source evidence and permission to use it.

Delivery responsibilities

GCC and cross-border mandates

Define the scope for the UAE, Saudi Arabia, Kuwait, Qatar, Bahrain, Oman and any wider international market relevant to the mandate. Assess local ownership, investment, promotion, data, tax and execution requirements with qualified advisers. Country references describe the intended assessment scope.

Capital markets ecosystem

Investment roles, structures and decision criteria

Explore the participants and transaction options relevant to this practice. Each entry sets out a discussion scope, decision checks, a paid engagement starting point and the specialist responsibilities to confirm.

Institutional and Strategic Capital

Fund of FundsCME-030 · Institutional and Strategic Capital · Equity Investor

Ecosystem role: Equity Investor
Related asset class: Alternatives
Instrument context: Equity or co-investment

Mandate context: large-scale strategic, infrastructure and cross-border investments. The structure and rights are established by the specific transaction documents.

Decision focus: Policy fit and accountable capital decisions.

Mandate, approval authority and allocation constraints
Concentration, liquidity and valuation evidence
Conflicts, reporting and decision rights

Scope to discuss: Investor strategy, opportunity screening, fund or direct-deal diligence and capital access.

Paid engagement entry point: investor thesis and mandate brief; followed by screening, diligence or transaction execution.

Illustrative GCC scenario: An illustrative Qatar institutional allocation can be mapped to its investment policy, committee authorities, portfolio exposures and required manager or asset diligence. This is a hypothetical decision example.

What should be agreed before a mandate involving Fund of Funds?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Further reading on diligence, market frameworks and applicable requirements. These resources do not verify an individual mandate or Matchpoint permission.

Engagement questions

What is the first paid engagement?

Manager-screening diagnostic; comparable diligence matrix; exposure and fee review; allocation-committee pack.

How are scope, fees and specialist responsibilities agreed?

Manager claims require source evidence and attribution. The allocator retains allocation authority; custody, fund administration and regulated portfolio management require their own confirmed appointments. Agree the deliverables, named providers, timetable, evidence access and fee terms in writing before work begins.