Our Services
A partner for all SWFs, there from foundation to the future
We partner with early-stage and mature funds at every stage of their journey – from building strong foundations to driving strategic transformation and adaptive growth.
Funds face a complex and evolving landscape marked by market volatility, geopolitical uncertainty, climate change, rapid technological advancement, and sustainability demands. We help funds navigate these challenges by aligning investment strategies and business models with long-term value creation through our core analytical frameworks: the Four Pillar framework, Investor Identity, Portfolio Resilience, and Organisational Capabilities.
What does engagement with EHA look like?
Learning
EHA will conduct a 360-degree, in-depth research into fund, including fiscal position, national comparative advantages, and asset monetisation opportunities. We will carry out one-to-one interviews with typically more than 50 fund members, from the board, executive team, operational teams, and partners.
Analysis
We apply our analytical frameworks to our learnings to develop comprehensive suite of recommendations and action plans. Our analytical framework encompasses our Four Pillar framework, investor identity, portfolio resilience, and organisational capabilities. We partner with executive teams and boards to ensure our analysis is accurate and directly applicable to the fund.
Global Best Practice Advice
EHA will always focus on global best in class standards and driving world-class performance. We base our work on the research of our co-founder, the leading expert in long-term investment funds, Dr. Ashby Monk.
Strategic Plans
Our output will include a suite of recommendations and actions plans, including but not limited to legislative framework objectives, governance frameworks, investment strategies, portfolio resilience strategy, and capability building plans. We also offer implementation support, in which we can continue our advisory services.
EHA Methodology
4 Pillars of Long-Term Investment Funds
EHA’s methodology to review the operating model always includes a review of detailed Fund documentation and extensive interviews with fund executives, team members and stakeholders.
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Four Pillars -
Investor Identity -
Portfolio Resilience -
Organisational Capabilities
Our principal framework is grounded in four core pillars: a clear and durable mandate that balances long-term economic impact with commercial returns; robust governance that ensures clearly defined responsibilities, transparency, and guidelines; a strategy that is focused on responsible growth aligned with national objectives; and implementation where we support our clients act on our recommendations.
Our Investor Identity framework helps funds define and strengthen who they are as investors by aligning core inputs—capital, talent, processes, and information—with enabling systems like governance, culture, and technology. This clarity of identity reveals a fund’s comparative advantages and informs more consistent, strategic decision-making over time.
Based on Dr. Ashby Monk’s DARLing framework, in which resilience is not about immunisation to shocks, but a cyclical and active process which begins with: Detection of disruptions and understanding their impacts; Absorption of shocks and mitigation of their impacts; Recovery from shocks using reactive and proactive responses; and Learning from the shocks and their impacts using innovation.
Capacity development • Sustainable alignment throughout fund life cycle • Across people, processes, technology, expertise | Culture • High performance, teamwork, innovation, proactive, inclusive and equitable |
Partnerships • Co-investment / third party capital, collaborations, expertise transfers, synergies utilising SIF’s network | Portfolio • Multi-asset classes, investment ideas, origination, portfolio building, risk diversification, cost reductions, oversight, monitoring, remedial actions, asset exits |
Location
Dublin, Ireland: Eugene O’Callaghan
Oxford, United Kingdom: Hamid Hamirani
Palo Alto, USA: Ashby Monk
