Bard Consulting

PORTFOLIO MANAGEMENT SERVICES

 

Portfolio Management Service


WHY IT MATTERS

Complex institutional portfolios may include discrete elements that require additional expertise and time.  Bard Consulting works with the in-house staff of institutional investors to monitor and manage these investment programs.   


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Bard Consulting provides ongoing portfolio services for approximately $4 billion of equity commitments and has provided wind-down services and manager bankruptcy monitoring for approximately $5 billion NAV.

WHAT WE DO

Bard Consulting provides ongoing portfolio services for approximately $4 billion of equity commitments and has provided wind-down services and manager bankruptcy monitoring for approximately $5 billion NAV.

Monitoring and reporting

Bard evaluates annual asset plans, monitors manager performance, and prepares management reports on the current status of investments and performance against objectives.

Manager selection

For portfolios designated for growth, Bard assists in identifying and underwriting appropriate managers, negotiating with managers, and reviewing legal documents.

Strategy definition

Bard works with investors to evaluate the potential of new and complimentary strategies, to develop and document strategic plans, and to oversee plan implementation.

Restructuring and wind-down

Bard assists clients in evaluating alternatives and then manages the work-out/wind-down according to our clients’ objectives.

Documentation abstracts

Bard abstracts governing legal documents into clarify business terms, with special emphasis on client and manager responsibilities.

New or restructured debt reviews

Bard reviews the debt solicitation process for acquisitions and proposed refinancing plans in light of current market conditions.