Asset Managers

Embedded investment support for asset managers across PE, private credit, hedge funds, and multi-strategy, from diligence to reporting.
Asset Managers

Overview

Asset managers across the buy-side spectrum, from boutique credit shops and direct lending platforms to multi-strategy firms managing hundreds of billions, are Concentric’s largest and most complex client relationships. 

Our professionals work directly alongside your investment team, functioning as genuine extensions of your analytical capability rather than external vendors. The model spans buyout and growth equity, direct lending and mezzanine, syndicated and private credit, hedge fund and multi-strategy, and secondaries and fund of funds, wherever rigorous fundamental analysis and tight reporting standards intersect. 

Key Services

Services Covered

Client Engagements

What depth looks like in practice.

Deep domain experience across eight industry verticals — built through real engagements, not generic sector slides.

Global Asset Manager. ~$250Bn AUM · 10-member embedded team · $15Bn+ exposure

The team runs syndicated and private credit coverage end to end: investment memos for committee, and news and rating-action tracking across more than $15Bn of investment-grade exposure. It also supports quarterly reporting, ESG analysis, and illiquid loan valuation.

Why Concentric 

Asset managers do not need generic outsourcing; they need analysts who think like the investment team and produce work a committee can act on. Our teams are staffed by people with prior buy-side and credit experience, embed directly in your process, and scale from a single analyst to a full desk as your book grows, so you add depth and capacity without the cost and lead time of onshore hiring.

Related Sectors

Sectors that share buyer characteristics

Industries with similar customer profiles, buying behaviors, and market dynamics often require comparable analytical and strategic support.