A major sovereign wealth fund required a governance overhaul to compete effectively for high-demand private equity and infrastructure assets while maintaining rigorous risk controls.
The fund manages over $400 billion in assets with a mandate to diversify national wealth and secure long-term intergenerational equity. Despite a talented investment team, legacy governance structures designed for public markets were stifling agility in private market transactions.
The fund's investment committee (IC) process was cumbersome, often requiring 4-5 rounds of approval for standard deals. This latency caused the fund to lose exclusivity on competitive transactions. Furthermore, different asset class teams (Real Estate, PE, Infrastructure) used divergent risk models, making portfolio-level risk aggregation impossible for the CRO.
Dramatically faster capital deployment and reduced administrative burden on investment teams.
Enhanced portfolio-level visibility and consistent underwriting standards across asset classes.
“Blue Cedarwood didn't just give us a theoretical governance model; they helped us operationalize it. We are now moving at the speed of a direct investor while maintaining the discipline of a sovereign fiduciary. The impact on our deal access has been immediate.”
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