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Investment Program MonitoringHamilton Lane maintains a proactive investment monitoring process designed to enhance returns in our clients' portfolios. Once an investment is closed, we begin a program that includes frequent conversations with the general partner groups, periodic visits to their offices or our offices, attendance at annual meetings, and attendance at advisory board meetings.
Our dedicated team of monitoring professionals closely follows the activities and investments in our clients' portfolios. We measure adherence to the stated strategies and limited partnership agreement terms. We verify management fees and carried interest calculations. Our close personal contact with managers allows for early detection of potential issues and timely development of constructive recommendations, with the goal of ensuring that fund investments realize their full potential. We sit on more than 130 advisory boards on behalf of our clients and participate on numerous valuation committees.
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