How We Work

Aka & Associates works with asset owners and asset managers on portfolio strategy, investment committee advisory, capital strategy and market development..

Our work ranges from ongoing advisory relationships and investment committee participation to helping investment committees strengthen challenge, decision-making and how they operate as the investment environment evolves, alongside capital strategy and market development assignments.

Areas of Focus

Independent advice across capital allocation, investment decision-making, capital strategy and market development.

Portfolio Strategy

Advising asset owners on portfolio construction, manager selection, capital allocation, liquidity and long-term investment priorities across public and private markets.

Investment Committee Advisory

Acting as an independent adviser to CIOs and investment committees on portfolio strategy and key investment decisions. Includes ongoing IC participation, strengthening challenge and decision-making.

Capital Strategy &
Market Development

Translating asset-owner priorities into capital strategy, product positioning and market development for asset managers. Includes new markets, investor segments and institutional engagement.

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Portfolio Strategy

Advising asset owners on portfolio construction, manager selection, capital allocation, liquidity and long-term investment priorities across public and private markets.
  • Strategic asset allocation and portfolio construction
  • Portfolio diversification and concentration risk
  • Manager selection and consolidation
  • Private markets programme design
  • Co-investment and strategic partnerships
  • Liquidity and long-term capital deployment planning
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Investment Committee Advisory

Acting as an independent adviser to CIOs and investment committees on portfolio strategy and key investment decisions, while helping strengthen challenge, committee effectiveness and how investment committees operate as the investment environment evolves.
  • Ongoing investment committee participation
  • Challenge and decision-making effectiveness
  • Investment committee role, culture and operating model
  • Portfolio and investment decision support
  • Governance, oversight and information flows
  • Executive and committee sounding-board support
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Capital Strategy & Market Development

Translating asset-owner priorities into capital strategy, product positioning, investor engagement and market development for asset managers.
  • Capital strategy and investor prioritisation
  • Product positioning and proposition development
  • New markets, investor segments and distribution channels
  • Institutional and LP engagement strategy
  • Market entry and strategic positioning
  • Senior-level investor relationship development