As legislation or best practices evolve, it is sometimes
necessary to review and restructure existing vehicles
and portfolios. Unfortunately, it is also the case that some
investment vehicles or portfolios underperform or do
not meet investor requirements.
CG Analysts can be retained by fund managers, board
members or investor committees to carry out an impartial
review and to report on and, where possible, provide
solutions to any issues that may be identified.
Restructuring may range from a partial disposal of
underperforming policies to a wholesale change in
valuation methodology, vehicle structure or management
approach.
Whatever the need, CG Analysts will provide a
detailed report outlining what the issues are, why they
are relevant, the suggested route(s) to addressing the
issues and the likely outcome. Where a more wholesale
change is required, CG Analysts work with clients to
agree and implement a course of action. This may include
the introduction of specialist service providers where
appropriate.
