Your performance is our focus
Aksia is a specialist research and portfolio advisory firm providing alternative investment solutions for institutional investors
$290bn+
AUA
450+
Professionals
100%
Active employee owned
Alternative asset classes
Aksia arrived early to the modern private credit asset class and has built extensive investment research capabilities
- $86bn AUA
- 19+ 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
Aksia applies a practitioner’s lens to allocating to hedge funds – focusing on markets context, team strength and forward looking appraisals
- $58bn 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
Aksia blends a top down market perspective with bottoms up analysis in real estate investing
- $12bn AUA
- 18+ 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
Aksia has deep roots in the private equity industry and a deal transparency focused research perspective
- $113bn AUA
- 19+ 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
Aksia is experienced in both infrastructure and natural resources investing
- $25bn AUA
- 18+ 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 Professionals
Operational Due Diligence Professionals
Risk Management Professionals
Portfolio Advisory Professionals
Client Operations and Accounting Professionals
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
ReadAksia 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
ReadAksia’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
Discover MAXAksia 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
All references to Aksia herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). As of August 31, 2023. AUA is defined as the sum of the NAV and unfunded commitments of our clients’ underlying investments. AUM is defined as the sum of the NAV and unfunded commitments of our clients’ underlying investments and the amounts committed to an Aksia-managed vehicle but not yet committed to an underlying investment. AUA/AUM represents assets advised and/or managed by Aksia and tracked by Aksia’s Client Operations team. AUM includes all accounts where Aksia serves as the investment manager, whether in a fully discretionary manner or where the client retains veto/approval authority. Number of professionals and experience is as of September 30, 2023.