About

ADVISORY SERVICES

Capital Dynamics provides highly customized advisory services to clients seeking to compliment their own internal capabilities but still retain discretion over their investments. We can help develop a whole portfolio strategy based on strategic asset allocation or supplement your own investment expertise by advising on particular asset classes or geographies. We work closely with you to understand your goals and develop a plan to help you achieve them in terms of geographic and vintage year diversification as well as a balanced risk/return profile. 

Once investment decisions have been made, Capital Dynamics can also provide portfolio monitoring, risk management and portfolio servicing.  By partnering with Capital Dynamics for portfolio advisory services, investors can leverage our extensive operations, our global network of relationships and our deep due diligence experience. We work collaboratively with all of our advisory clients to ensure that their unique needs are fully met.  

PORTFOLIO SERVICING

Capital Dynamics provides comprehensive fund and portfolio administration services through its dedicated, in-house Portfolio Servicing team, designed to meet the needs of sophisticated investors. As a longstanding, integrated asset manager and administration services provider, we understand the increasingly complex requirements of investors and strive to provide our clients with the highest level of customized, transparent, timely and accurate services and reports.

PORTFOLIO & RISK MANAGEMENT

At Capital Dynamics, we know that understanding and managing risk is an important part of investing. Our Portfolio & Risk Management team is highly experienced in quantitative risk management and has made Capital Dynamics a recognized leader in this area. 

Our Services

We provide Portfolio & Risk Management Services to clients around the world. Our services are designed to optimize risk/return profiles to meet clients’ individual requirements.  Services include:

• Optimizing asset allocation through top-down portfolio analysis
• Enhancing portfolio risk/return profiles through diversification and concentration analysis
• Managing exposure and optimizing cash management through cash flow and net asset value forecasting
• Monitoring success through benchmarking

The firm has also developed proprietary tools for benchmarking and performance measurements to evaluate private equity portfolios against the public markets (PME+). 

Information

• Website: http://www.capdyn.com/
• Location: Zug, Switzerland

Taxonomy

• Finance
• Investments
• Private Equity