Conway Investment Solutions has formed a strategic partnership with Opto Investments, the technology-enabled solution expanding private markets access for independent investment advisers.
This partnership enables Conway and Opto to provide registered investment advisers (RIAs) with an end-to-end solution for creating actively managed private markets vintage funds, providing access to bespoke investment strategies supported and delivered by modern technology.
The challenges of limited access, expensive fee structures and large investment minimums, coupled with the operational complexities of managing private markets portfolios, historically have made it difficult for RIAs to invest client capital in private credit, private equity, real estate, venture capital and other private asset classes, according to the release. By combining the institutional-quality investment research and due diligence capabilities of Conway and Opto, advisers will be able to create private marke