StepStone Group Inc., a private markets investment firm, has been given a neutral rating by UBS.
The company specializes in providing customized investment solutions, advisory services, data management, and administrative support to its clients. StepStone works closely with clients to create private markets portfolios that align with their specific goals across different asset classes, including private equity, infrastructure, private debt, and real estate.
The firm employs various investment strategies in collaboration with third-party fund managers, including commitments to funds, acquiring existing fund interests in the secondary market, and making direct investments in companies. StepStone offers its services through different commercial formats, such as separately managed accounts, focused commingled funds, and comprehensive advisory services. Additionally, the company offers ongoing support in portfolio construction and project-based due diligence, ensuring clients receive thorough analysis and reporting on their investments.