How you can take advantage of fund managers’ knowledge
By Dan Carter | 27 June, 2016
Innovation in FinTech has led to fundamental changes in virtually every area of the UK financial services industry, creating an increasingly level playing field for private investors and broadening their access to investment opportunities.
At the same time, few private investors have the time, knowledge or experience to conduct a thorough investment process from start to finish. This is particularly true of investments into companies that aren't typically listed on a stock exchange
For these alternative assets; which are becoming increasingly popular as a way to offset short term market swings and volatility; finding the opportunity, agreeing terms, conducting effective diligence and monitoring each investment can be time-consuming, expensive, and sometimes simply not possible.
Invest with the experts
At CoInvestor, we’ve built a platform that allows investors to build their own portfolios of direct investments in alternative assets by co-investing alongside experienced fund managers on a deal-by-deal basis.
By allowing them to participate directly in deals listed by fund managers on the platform,we’re giving investors access to the kind of pre-vetted opportunities that would previously have required investment via several funds.
What’s more, we offer total transparency of fees and processes, demystifying the investment process and providing both investors and advisers with better quality information.
How does it work?
Each investment listed on the CoInvestor platform has been subjected to detailed and rigorous investment processes by the fund manager presenting it.
The fund manager, acting as lead investor, has already committed to proceed with the investment using their own funds. By listing the deal on the platform, they give you the opportunity to join them as a co-investor. You can then decide whether or not to participate based on the information provided.
If you do decide to proceed, all the administration processes are taken care of on the platform and, following your commitment, the fund manager will remain actively involved in monitoring the investment – supporting the company to grow and working towards a successful exit at the right time.
Co-investing – more control with all the benefits of professional management and advice
The CoInvestor platform offers unprecedented access to a wide range of alternative asset investments and hands investment choices back to investors while retaining all the benefits of professional advice. Investors can self-select opportunities based on the information provided and build tailor-made portfolios that are suited to their personal risk profiles and areas of interest.
Financial advisers are also able to register with CoInvestor before introducing their clients to the platform. While all investment decisions made via CoInvestor remain ‘execution only’, advisers can view all activity on the platform and maintain a strong understanding of the direct investments made by each client – knowledge that many advisers don’t currently have.
By bringing private investors, fund managers and advisers together on a premium digital platform, CoInvestor is fundamentally reshaping the world of alternative asset investing.