Pensions & Sovereign Wealth Funds

Pensions and sovereign wealth funds have a range of investment objectives, from supporting operational budgets to providing payments for pensioned employees. Makena partners with pensions and sovereign wealth funds to create unique solutions within clients’ investment parameters.

The breadth of our investment expertise, industry relationships, and operational capabilities make Makena a valuable long-term partner for pensions and sovereign wealth funds alike. We act as an extension of the clients’ investment team, characterized by collaboration and transparency.

  • We serve pensions and sovereign wealth funds around the world as a Private Asset Partner or Complementary Allocation.
  • We encourage open dialogue on investment themes and on specific investment opportunities, often making manager introductions and sharing our due diligence
  • Makena provides access to unique expertise and execution capabilities; examples include assisting with the sale of legacy assets on the secondary market and advising investment structuring for tax optimization
  • Makena hosts externship opportunities for client investment training
  • A Makena investment team member serves as your dedicated, onsite resource for modeling assistance