Govern the portfolio, not just the deal.
Committees, decision rights and an operating rhythm that let an investment organization decide at the level of the whole portfolio.
Part of
One programme, alongside Platforms & Data and AI Enablement.
Worth asking
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01
When did your committee last see the portfolio its deals add up to?
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02
Who can approve a decision of this size, and would everyone give the same answer?
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03
How much of the committee’s time goes to reading rather than judging?
The landscape
We know where decisions sit, and who makes them.
Where decisions sit
- Board and its committees
- Investment, risk, audit and governance committees
- Management forums
- Investment committee, credit and risk committees, ALCO
- What they decide on
- Direct deals, fund commitments, co-investments, portfolio allocation
- The rules that shape them
- Prudential and securities regulators, public-sector accountability for state-owned institutions, and industry principles for private markets, across Canada, the US, the UK, Europe, the Gulf and Singapore
Who's in the room
- Board chair and directors
- CEO
- CIO and investment teams
- CRO and risk
- CFO
- General counsel and corporate secretary
- Internal audit
Who we work with
Pension plansCrown and public financial institutionsFamily officesFund managers and GPsInstitutional LPsHow we help
How we help
Committee design
Charters, membership, rhythm, and materials built on four parts: the ask, the plan, the proof, the risk.
Decision rights
Who decides what, at which threshold, and how exceptions are handled.
Portfolio-level process
Annual allocation and quarterly outcome reviews in place of deal-by-deal approval.
Where to start · 2–3 weeks · fixed fee
IC Effectiveness Review
A focused look at how your committee decides, what it sees and where decisions slow down.