Endowments & Foundations
Riskkey®
With its ability to model heavily-illiquid portfolios and to process complex multidimensional uncertainty, RiskKey® can greatly support the thought process and decision objectivity of:
  • CIO and investment officers
  • Risk and allocation officers
  • Manager research teams
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R&D

For endowments and foundations, R&D covers a broad range of areas, the most common area being pricing risk in extremely illiquid or complex situations.

Examples of commissioned projects and studies relevant for endowments and foundations:
  • Modeling and pricing risk for illiquid (or extremely illiquid) holdings
  • Modeling and pricing features in deals
  • Modeling and pricing complex real options in assets and liabilities
  • Minimum EBITDA growth required to compensate USD investor for taking risks in certain countries (related to co-investments and private equity direct investments)
  • Price of FX risk in foreign countries, including countries with no functional markets
Consultancy
Examples of consulting services for endowments and foundations:
  • Risk-based evaluation of asset allocation
  • Nonlinear modeling of underlying managers. This is particularly powerful in the case of hard-to-model portfolios, such as PE, VC, diversifying, or opportunistic. Based on these models, the client’s staff can then manage the portfolio independently using all features included in RiskKey®.
  • Objective basis for major portfolio decisions, such as liquid vs. illiquid, leverage, or allocation/spending changes
  • Applications of nonlinear modeling to manager vetting, portfolio construction and allocation
  • Accurate design of combined investment structures, such as portable alpha
  • Transition to risk-based portfolio implementation
  • New investment practices for portfolios and underlying investments
  • Training in multidimensional nonlinear modeling
  • Optimization of the “liquid” (sub)portfolio serving a private equity (sub)portfolio
  • Optimal liquidity sourcing; quantitative support for entries and exits
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FAQ
What is the difference between Aiperion consultancy and R&D?
  • In consultancy, we are generally able to apply our already developed conceptual frameworks and solutions to solve clients’ problems
  • In R&D (projects and studies), we need to develop and apply new conceptual frameworks or solutions to solve clients’ problems
How is Aiperion supporting endowments and foundations?
  • We offer discounts to organizations focused on supporting women and minority owned businesses
  • We are able to co-fund research and modeling work related to diversity and economic equality
  • Internal funding option for small endowments and foundations: if you have a project which is impactful for your organization and beyond but are budget constrained, talk to us; we will consider it for internal funding
Interest
General
RiskKey only
Services
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