Caird Investment Partners, LLC has officially announced its launch as an SEC Registered Investment Adviser with approximately $450 million in assets under management.
According to certain reports, the stated new firm arrives bearing an ability to provide specialized asset management and strategic advisory services for regulated financial institutions, while simultaneously delivering a growing lower-middle market lending platform. More on the same would reveal how Caird will be play the role of a collaborative partner for banks seeking to optimize asset allocation, accelerate the timeline to achieving strategic goals, and navigate an ever-evolving regulatory environment.
All in all, the firm’s advisory services are designed to improve efficiency, manage risk, and streamline workflows for banking clients within their existing corporate governance frameworks.
“We’re thrilled to officially launch Caird as an advisor to regulated banks,” said Ben Marshall, Co-Founder and Managing Partner of Caird. “The banking industry faces constant pressure to optimize against the backdrop of a dynamic market and a complex regulatory environment. We are excited to work with our banking partners to understand their strategic goals, present tailored solutions that fit existing processes and regulatory frameworks, and implement a flexible strategy that can adapt to ever-evolving needs.”
Talk about the company’s portfolio of solutions on a slightly deeper level, we begin from its Bank Loan Portfolio Advisory services. Well-versed in liquid, high-quality syndicated loans, this facility provides a mechanism to diversify banks’ balance sheets into assets with strong risk-adjusted returns. It also does so in such a manner which allows flexibility in the context of changing portfolio construction as needed alongside broader balance sheet needs.
Markedly enough, Caird leverages an adaptable, bespoke investment process tailored to a bank’s internal and external needs,
Next up, the company has a Bank Securities Portfolio Advisory product, which is designed to optimize banks’ securities portfolios from solely traditional asset classes, with an objective to diversify into often overlooked assets that reduce duration, increase returns, and boost capital efficiency.
Complementing that would be the availability of bespoke portfolio solutions, available to address distinct needs. Here, Caird serves as an extension of the client, meaning it dynamically re-allocates the portfolio to match both balance sheet needs and changing market environments.
“Our bespoke process is built for the specific requirements of regulated banks, which sets us apart from ‘off-the-shelf’ offerings,” said Mike Schott, Co-Founder and Head of Research of Caird. “We believe our experience in asset management, along with operating within forward-thinking banking institutions, will provide significant value to our clients, helping them to thrive in today’s dynamic financial environment.”
Another detail worth a mention is rooted in the company’s Bank Capital Markets Advisory product. As for its practical application, it delivers custom-made capital markets guidance to help regulated institutions navigate risk, optimize capital, and seize strategic opportunities, thus bringing clarity, conviction, and edge to every recommendation.
Rounding up highlights would be Caird’s Strategic Capital Solutions that essentially source transactions designed to meet a variety of institutions’ particular investment goals. You see, through the company’s proprietary sourcing and long-term relationships, it is able to create a deep opportunity set containing “off-the-radar” investments, and therefore, generate alpha for bank clients and investors.
Among other things, we ought to touch upon how Caird Investments will get to bank upon a team of seasoned professionals with extensive experience in banking, capital markets, and operational/regulatory compliance. The team’s collective expertise, as a resulr, will tread up a long distance to deliver customized solutions that meet the specific needs and priorities of each client.
“Our mission at Caird is to provide insightful advisory services that can help banks achieve their strategic goals while maintaining robust corporate governance to ensure solutions fit within regulatory and operational needs,” said Marshall, “We believe the team’s combination of experiences across capital markets, asset management, and inside of forward-thinking banking institutions provides us differentiated insight that will be valuable to the industry.”
