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Strategic Advisory Group

32
General Partners
40
PE Funds Invested
US$550mn
AUM

Customized Strategies

CDIB Capital Group (“CCG”) leverages its deep knowledge base and expertise in private equity to provide greater diversification and higher returns to Taiwanese investors through private equity fund investments. Since 2006, CCG has committed US$550mn to 40 top-tier PE funds managed by 32 general partners (GPs).

Program Overview
Program Overview
  • In 2017, CCG launched CDIB Strategic Advisory Group, a team of veteran investment professionals offering advisory services to regional institutions
  • This team provides investment advisory services on private equity fund investments, creating tailor-made fund programs suitable for institutional investors
  • In October 2017, China Life Insurance Company formally engaged the CDIB Strategic Advisory Group as its Investment Advisor
Program Goals
Program Goals
  • Working closely with clients, the team establishes customized fund investment programs, with target allocations for geographic, sector and fund type exposure
  • The fund program aims to create well balanced and diversified portfolios, establish strong relationships with best-in-class fund managers, and enhance investment returns
  • With strong end-to-end capabilities, CCG is able to provide a totally outsourced solution to clients seeking to develop or enhance their private equity exposure

Strengthening Clients’ Capabilities

Typical Challenges Faced by Investors
Typical Challenges Faced by Investors
  • Existing investment portfolio lacks exposure to Private Equity asset class
  • Lack of systematic process in screening and selecting funds
  • Small investment teams with large global mandates lacking in resources to design and deploy a proper Private Equity fund program
  • Lack of experience in evaluating fund investments, differentiating between Private Equity strategies and conducting due diligence, particularly outside of Taiwan
  • No presence outside of Taiwan and unable to meet managers unless GPs come to Taipei (passive vs. proactive)
  • No experience in monitoring investments, negotiating legal documentation or managing cash flows, proper accounting and back office matters
Services Offered
Services Offered
  • Screen and select top tier private equity fund managers, and maintain an active pipeline of new funds
  • Conduct rigorous due diligence and analysis to evaluate each individual fund investment and make final recommendations
  • Prepare all relevant materials to assist internal approval processes (Investment Committee, Board, etc.)
  • Review legal documentation and negotiate key terms of investment and side letters
  • Closely monitor completed investments, including portfolio review, pipeline update, periodic meetings, annual general meeting (AGM) attendance and cash flow monitoring
  • Assist with middle and back office functions and providing consultation and training
  • Provide updated research on the private equity market on a periodic basis