Your performance is our focus

Aksia is a specialist research and portfolio advisory firm providing alternative investment solutions for institutional investors

$270bn+

AUA

380+

Professionals

7

Offices globally

Alternative asset classes

75+

Investment Research Professionals

60+

Operational Due Diligence Professionals

35+

Risk Management Professionals

45+

Portfolio Advisory Professionals

95+

Client Operations  and Accounting Professionals

Private Credit

Aksia arrived early to the modern private credit asset class and has built extensive investment research capabilities

  • $82bn AUA
  • 20+ years average industry experience by senior team
  • Extensive coverage of the full breadth of private credit strategies
  • Co-investment sourcing, diligence and execution
  • In depth Operational Due Diligence
  • Open architecture framework
  • Loan level risk transparency
  • Full Operations and Accounting support
Hedge Funds

Aksia applies a practitioner’s lens to allocating to hedge funds – focusing on markets context, team strength and forward looking appraisals

  • $63bn AUA
  • 19+ years average industry experience by senior team
  • Specialized investment research teams by strategy/region
  • In-depth Operational Due Diligence
  • Manager coverage documented in over 2,000 Investment & Operational reviews
  • Open architecture framework
  • Online risk transparency and portfolio analytics
  • Full Operations and Accounting support
Real Estate

Aksia blends a top down market perspective with bottoms up analysis in real estate investing

  • $10bn AUA
  • 19+ years average industry experience by senior team
  • Coverage across Core, Core+ Value and Opportunistic
  • Co-investment and joint venture sourcing, diligence and oversight
  • In depth Operational Due Diligence
  • Full Operations and Accounting support
Private Equity

Aksia has deep roots in the private equity industry and a deal transparency focused research perspective

  • $95bn AUA
  • 20+ years average industry experience by senior team
  • Seasoned teams covering buyouts, growth, venture and special situations
  • Deal level risk data & analytics
  • Co-investment sourcing, diligence and execution
  • In depth Operational Due Diligence
  • Full Operations and Accounting support
  • End of fund support and solutions
Infrastructure & Natural Resources

Aksia is experienced in both infrastructure and natural resources investing

  • $22bn AUA
  • 19+ years average industry experience by senior team
  • Infrastructure and natural resources research verticals
  • Deal level data & analytics
  • Co-investment sourcing, diligence and execution
  • In depth Operational Due Diligence
  • Full Operations and Accounting support

Investment Research

Manager and deal research is the foundation for what we do

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Aksia research is documented in detailed reports, stressing perspectives that are not packaged by a GP’s materials. Investment Research teams are specialized by sector and operate using a team approach as we believe that debate and diversity reduce reliance upon any one researcher’s opinions.

With professionals across regions, Aksia’s investment research covers more than 25 sectors and 140 strategies across all five asset classes. Aksia clients can access research, analytics and portfolio information via our online research, analytics and portfolio portal “MAX”. 

Operational due diligence

Our operational due diligence reviews employ a team approach with differing skillsets and multiple layers of evaluation

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Aksia and our clients share the belief that it is far better to not invest, than to invest and assume material risk of operational or other business failures. Many operational failures have historically involved breakdowns in areas that fall outside of the organizational basics of service provider confirmations, back-office process flows and legal documentation. 

Portfolio Solutions

The breadth and depth of our research coverage allows us to work with clients to customize portfolios to their unique objectives

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Aksia’s Portfolio Advisory teams work with clients to help them achieve their portfolio objectives, providing support across all aspects of portfolio building and ongoing management, including sourcing, pipeline management, pacing, portfolio construction and ongoing monitoring and reporting. 

Aksia provides a spectrum of services from non-discretionary to discretionary depending upon each client’s preferences. Each advisory relationship is customized by the client.

Max Platform

A unified alternatives technology platform encompassing portfolio reporting, risk, research and more

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Aksia provides performance focused solutions for Institutional Investors.  We bring considerable global resources to alternative portfolios in a customized manner, focused on rigorous investment processes, wide sourcing of investment opportunities and technology enabled operations, risk, and reporting frameworks

Our Clients

All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of August 31, 2022 and includes NAV plus unfunded commitments. AUM includes fully discretionary accounts and accounts where the client retains veto authority. Number of professionals and experience is as of September 1, 2022.