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Investment consulting

MJ Hudson’s investment consulting team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics.

The team covers all asset classes and has a long track record of providing specialist services in alternatives including private markets, specifically infrastructure, real estate, private credit and private equity.

We service institutional clients in the UK and internationally, including public and corporate pension funds, private wealth managers, family offices, sovereign wealth funds and charities.

We build teams for each assignment, according to specific asset class requirements and client strategy.

We work on a retainer basis as well as on a project basis.

Our clients benefit from the strength of our dedicated in-house team, bespoke approach and long track record in alternatives.

"I have worked with MJ Hudson since day one in my role and they have been an invaluable complement to our team, providing strong reassurance in both investment and operational due diligence as well as bringing useful new ideas to our attention. Debate and analysis is always at the highest level, and their experience and coverage puts them at the top table of advisors in the alternatives investment space in my opinion."
Local Pensions Partnership
Who we work with

What we do

Bespoke research

MJ Hudson has been reviewing and carrying out due diligence on tax-advantaged investments for over 35 years and we pride ourselves on institutional quality research, process and expertise.

We are also flexible and are able to provide ad hoc:

  • VCT portfolio valuation and performance reporting services
  • investment due diligence
  • operational due diligence
  • legal reviews, due diligence, advice and/or negotiation
  • ESG advice to investors, intermediaries or managers
  • market intelligence projects.

Investment due diligence

Analyse the strength of a fund's offering and relative performance.

Due diligence is a vital component of any investment decision-making. We provide in-depth research and due diligence on fund investments and have a long track record of carrying out due diligence on complex alternative funds, including hedge funds, structured credit vehicles as well as other private market funds and co-investments.

Our approach focuses on the fund's investment positioning and how it differs relative to its peers, the track record of the fund and its team, the experience of its key investment professionals, the strength of the investment process, including the approach to ESG, and risk management. We have a proprietary methodology that we have developed and refined over the years.

Our approach can be customised to our clients' needs, whether they are an institutional investor looking for third party assessment to facilitate investment decision-making or whether they are an asset manager requiring an independent review of their fund.

Our investment due diligence service can be delivered as an integrated solution, alongside our proprietary operational due diligence methodology and legal due diligence. Whether delivered in isolation or with these other services, our clients achieve a new level of insight into the quality of the funds we assess.

Manager selection

Find the right investment managers using our customised, independent manager selection services to institutional investors.

Asset management has become increasingly complex and global in nature. Identifying talented managers who consistently outperform has become a more and more challenging and intricate process, requiring specialist expertise.

Moreover, there is no "one size fits all" approach; each client is different and as such, each manager selection exercise is unique and reflects different requirements, priorities and goals.

Our selection process is designed to be free of bias and bespoke, focused entirely on our clients’ specific requirements and follows a rigorous and proven framework, including qualitative and quantitative assessment factors.

We have extensive experience with procurement departments, public tender processes such as OJEU, formal selection exercises, and we assist our clients with the design and implementation of manager selection exercises. Where required, we also monitor the on-going performance of the managers selected. We can assist from initial scoping to beauty parades and manager interviews.

Our clients get better results benefitting from the below:

  1. a rigorous and structured process that identifies the best managers for the mandate
  2. competitive fees (we can assist in negotiations)
  3. comprehensive monitoring designed to meet their needs

On-going portfolio monitoring

We offer clients simple and flexible portfolio performance and risk monitoring services based on the provision of an independent and objective investment reporting framework.

These services entail performance, risk, liquidity and fee analyses for portfolios, while using industry-leading financial technology to provide efficient and ‘fit for purpose’ analysis with high quality and customisable reports, tailored to our clients’ demands.

Our monitoring can be for any periodicity and tailored to each asset class. In addition, reporting can be customised to compare performance and risk against a wide range of benchmarks.

Operational due diligence

Ascertain the strength of the operational framework underpinning the execution of a fund’s strategy.

Alongside the inevitable investment risk, operational risk can have a significant impact on the overall risk profile of any fund investment. MJ Hudson offers a comprehensive operational due diligence assessment service, to help address operational risk concerns associated with investing in alternative funds.

Our approach is based on proprietary methodology, developed by some of the team who were formerly at Moody’s and to which we have exclusive access. We focus on the fund’s corporate governance and oversight, its operations and valuation processes and procedures, risk management framework, corporate functions and the use of third party service providers.

Our approach can be customised to our clients' needs, whether they are an institutional investor looking for third party assessment to facilitate investment decision-making or whether they are an asset manager requiring an independent review of their Fund.

Operational due diligence can be coupled with investment due diligence and expanded to include legal due diligence from MJ Hudson Law for a fully integrated due diligence package.

Panel advisory solutions

MJ Hudson Investment Advisory offers a range UK tax-advantaged investment panel solutions ranging from panel selection to panel auditing, and one off projects.

Every panel solution is bespoke to our clients’ needs. Our team works alongside clients to ensure that we deliver solutions tailored specifically to their exacting needs. Examples of these panel options include:

  • advice, guidance and/or panel reviews
  • product selection
  • advice on exceptions
  • involvement in internal investment committees
  • regular panel rationale documentation
  • direct access to analysts
  • customised scoring and rankings
  • additional AdvantageIQ® system tools and features
  • "deep dive" research and due dilligence, where required
  • prioritisation of product review scheduling
  • advanced sector reports and market insights

We offer a wide range of tools and services to provide you with personalised panel solutions, priced to meet your criteria. These services include: portfolio construction, product auditing and governance advisory services. These services enable you to meet the ever-increasing demand for better governance and risk oversight by both shareholders and regulators. We can ensure that those needs are met by your compliance team and/or investment committee.

Our online research platform, AdvantageIQ® is the key to facilitating the delivery of all of our research services. AdvantageIQ® is our proprietary system that provides us and our clients with standardisation, greater transparency and improved monitoring for specific tax-advantaged investments and the broader market of tax-advantaged asset managers.

If you would like to find out more about our panel solutions, please view our panel advisory solutions page. For information and pricing for our variety of panel solutions please contact us.

Panel solutions

Our Panel solutions are for advisers or intermediaries who require advice, research, assurances or something more tailored to meet targeted investment or compliance needs.

Solutions available include:

  • panel selection services: we provide advice on panel criteria, customised selection, ongoing monitoring and due diligence research reporting;
  • panel review services: we provide review services aimed at enhancing governance of advisers and intermediaries. These include reviewing pre-existing panel selections, reviewing panel criteria and providing insights into existing panel selections, provision of due diligence research;
  • advantage select: this is our cost-efficient subscription service; we provide a curated selection of products/services to help advisers and intermediaries in fulfilling investor needs and compliance requirements. This service is delivered through our proprietary research system and database AdvantageIQ®. This includes data, filtering tools, analytics, and research; and
  • other services: we offer a selection of services to advisers and intermediaries including: commissioned due diligence reviews, due diligence data collection, panel monitoring services, investment committee attendance, training, personalised research (including performance and fee analysis), access to analysts and ad hoc consultancy services

About AdvantageIQ®:
AdvantageIQ®, is a proprietary online due diligence and reporting platform, part of the MJ Hudson IQ system. We collect information, perform our analysis and deliver reports to our clients. The system is fully auditable, tracking all changes made creating the audit trail required to meet many of our clients compliance-related needs. The system allows us to collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to raw due diligence data, all delivered centrally via customisable online panel dashboard and product fact sheets.

Strategy advice

Access specialist strategic asset allocation and portfolio construction advice, across all asset classes.

Rapidly moving capital markets, changing regulations and the sharpened focus on ESG and sustainability have resulted in significant challenges for institutional investors. Exacerbated by pressure from stakeholders, there is a need for investors to revisit and update what may prove to be outdated asset allocation and portfolio construction approaches, moving to a more modern, integrated, multi-asset investment model.

We work with clients to identify and refine their strategic objectives and with reference to their specific liabilities, constraints and ESG requirements; we use our proprietary modelling tools to translate them into long-term optimised asset allocation strategies. We are also able to help clients create a best practice governance framework for on-going portfolio management and provide support with portfolio monitoring, rebalancing and tactical positioning advice.

Once our strategy review is complete, our recommendations will be prepared as a detailed report for key stakeholders, including both quantitative and qualitative analyses to support our recommendations. Through our additional services, we are able to assist with the implementation; conducting manager selection exercises, interviews, due diligence, transition monitoring and other investment advisory activities.

Tax-advantaged investment platform

MJ Hudson has a proprietary online due diligence and reporting platform called, AdvantageIQ®. This system is how we collect information, perform our analysis and deliver reports to our clients, across the tax-advantaged investment market.

There are a number of services available to our clients on this platform:

  • panel solutions – including panel creation, monitoring and due diligence research services
  • advantage select – a curated product self-selection research subscription service
  • tax-advantaged investment open offer database – a free listing and filtering service for advisers and managers (this does not include research)
  • data collection services – we are able to collect and package due diligence data from managers and provide these to our investors

The system is fully auditable, tracking all changes made creating the audit trail required to meet our client’s compliance-related needs. The system allows us to collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to moderated data and offer documentation, all delivered centrally via customisable online panel dashboard and product fact sheets.

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Our thinking

This new report from MJ Hudson’s Investment consulting team investigates the performance of ARP funds since our last published review in March 2021 and over a longer horizon.
Research
The MJ Hudson Alternative Risk Premia Report 2022 – Rebound on an empty court
Historically, infrastructure investment was dominated by banks, governments and those with specialist operating knowledge. This is no longer the case. What are the strategies for success and the pitfalls to be avoided? This report will try and answer these important questions.
Sector reports
The Paradox of Infrastructure Investing: At the Crossroads
webinar
The rise of zebras over unicorns – trends in venture capital investing
Lauren Radford, Danis Shafrakin and Kjartan Rist in a conversation with Concentric - the leading European activist VC firm. Topics include: European VC, hunting zebras, VC activism, early stage investing and more.
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St. James’s Place
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St. James’s Place
Bespoke ESG advisory
St. James’s Place is a FTSE 100 company with £148bn of client funds under management providing a range of wealth management solutions from investments to pensions. Part of their private client offering is Inheritance Tax planning, which involves advising clients on a range of tax-advantaged investment (TAI) products. More and more of these clients were beginning to request products that have strong ESG integration and performance.
The St. James’s Place project was challenging but rewarding. We feel like we have ended up delivering them a very sound end product, which has led to further engagement with the client.
Finlay Taylor, MJ Hudson
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