Our services
Bluemetric enables you to confidently make independent and informed choices about your assets. Our services focus on both the public and private markets and can be divided into Wealth Engineering and Wealth Advisory.
Our services
Bluemetric enables you to confidently make independent and informed choices about your assets. Our services focus on both the public and private markets and can be divided into Wealth Engineering and Wealth Advisory.
Wealth Engineering
Bluemetric supports you in the design of your wealth. Our objective and data-driven fundamental approach helps you determine the best-fit strategy. Bluemetric systematically monitors portfolio developments proactively and can present total wealth reporting with in-depth perspectives on current market developments at an aggregate level.
We publish regularly on the topics listed below and we also lecture at Erasmus University Rotterdam on these topics. Follow our LinkedIn page to stay up to date on the latest publications: LinkedIn Bluemetric
Private markets
Private markets offer a valuable addition to your portfolio with a considered strategy and a long-term plan with proactive agenda management. The main challenges of portfolio construction in private markets are (i) manager selection: which fund managers do I alloce to and when do they come to market? (ii) cash flow planning: how much do I allocate annually to private markets and how much to each investment style? and (iii) illiquidity: what consequences does the long-term nature of the investment have on the rest of my assets? Bluemetric helps you answer these questions.
Public markets
Our clients benefit from research from both academics and asset managers. The insights gained shape the advisory process. This advice is comprehensive from a quantitative and qualitative perspective and leads to wealth distribution in accordance with your goals and desires.
Wealth Advisory
We offer customized advice at the fund level for both public and private markets. From start to finish, we feel responsible for executing the investment process. As a client, you receive specific investment advice based on your long-term goals and wishes and we help you with innovative solutions.
Private markets
The combination of long-term relationships, the added value of our client base and our professional approach gives you access to the best managers. The comprehensive process includes identifying managers, performing in-depth due diligence, assisting with onboarding and proactively monitoring the portfolio.
Public markets
Bluemetric matches the best public market investment opportunities with a disciplined strategic plan based on our clients’ goals and needs. Proactively identifying opportunities, performing due diligence, implementation support and monitoring are crucial for this process.
Wealth Advisory
We offer customized advice at the fund level for both public and private markets. From start to finish, we feel responsible for executing the investment process. As a client, you receive specific investment advice based on your long-term goals and wishes and we help you with innovative solutions.
Private markets
The combination of long-term relationships, the added value of our client base and our professional approach gives you access to the best managers. The comprehensive process includes identifying managers, performing in-depth due diligence, assisting with onboarding and proactively monitoring the portfolio.
Public markets
Bluemetric matches the best public market investment opportunities with a disciplined strategic plan based on our clients’ goals and needs. Proactively identifying opportunities, performing due diligence, implementation support and monitoring are crucial for this process.
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Content
Diversification: An Alternative Perspective
Diversification is widely regarded as the only 'free lunch' for investors. By diversifying investments across different asset classes, investors can reduce their portfolio risk without sacrificing returns. The classical 60/40 portfolio (i.e. 60% equities and 40%...
The (Shadow) Bank of Private Equity
In the shadows of the growing private equity market, Collateralized Loan Obligations (CLOs) are gaining traction. Although CLOs indirectly invest in the senior debt of similar companies, they offer a potentially distinct risk-return profile from private equity....
Persistence in Private Equity: Utopian Perspectives?
Private equity managers promote their funds to potential investors based on (strong) historical performance. However, an age-old adage tells us that “past performance does not guarantee future results”. Still, a private equity manager's track record can be indicative...