NEWS, RESEARCH & COMMENTARY
Knowledge Centre
Media coverage, expert commentary and research on private markets, in one place.
How we build a private markets portfolio
Ben Davis walks through how FinCap builds a portfolio, from forward-looking asset allocation with BCA Research to manager due diligence, plus how the Helm Income and Helm Growth portfolios differ.
What private markets bring to a portfolio
Christian Ryan on why private markets were long institution-only, how that access has opened up, and why private assets should be judged over a long-term horizon rather than day to day.
How advisers work with FinCap
Michelle explains how advisers can use FinCap's off-the-shelf Helm portfolios, build their own branded private markets menu, or partner with their asset consultant on a joint offer.
It's Personal: A conversation with Andrew Lockhart, Metrics Credit Partners
A webinar recording in which Andrew Lockhart traces Metrics Credit Partners' growth from a 2008 pitch inside NAB to $55 billion across 1,600 transactions, and questions how loosely the private credit label gets applied.
It's Personal: A conversation with Brian Payne, BCA Research
Brian Payne of BCA Research joins Christian Ryan to unpack how to assess risk in private credit, why private equity may be entering a healthier environment, and what Australian investors can learn from global trends.
The FinCap portal and technology demonstration
Michelle Woodburn walks through the client-facing FinCap portal built with OpenInvest. How wholesale verification is handled, the purpose-built private markets asset classes and liquidity reporting, the fund-level data behind it, and the news feed and white-labelling options available to advisers.
Behind the scenes monitoring of the Helm portfolios
Ben Davis lifts the lid on what sits behind the Helm portfolios. Dashboards that track every fund, look-through holdings that reveal the same names hiding in very different strategies, and a 16-module portal built to catch liquidity red flags early.
FinCap’s Investment proposition, research partners and governance
Ben Davis steps through the thinking behind FinCap’s investment proposition, the research partners and asset consultants who sit behind the portfolios, and how the governance and investment committee process decides what makes it onto the platform.
Overcoming access challenges - why managed accounts for private markets?
Christian Ryan looks at why private assets have been hard for advisers to reach, how a managed account structure removes the minimum-investment and administration hurdles, and the part asset consultants, asset managers and fund managers each play in running private markets as a genuine portfolio.
What is the platform? Six core areas, variety of portfolios and co-investments
FinCap’s executive chairman, Christian Ryan opens the launch of FinCap’s private markets platform. Why private assets belong in a managed account, how the platform partners with existing administration platforms, and what is coming in the second half of the year.
FinCap Private Markets Platform ushers in a new era for private market investing
FinCap launches its managed account platform, bringing institutional-grade private markets access to wholesale investors through a two-engine investment architecture and dedicated governance.
Inside the questions investors keep asking about private markets
Christian Ryan unpacks the most common misconceptions holding investors back, covering access, liquidity and valuation transparency, and where the FinCap Platform fits in.
FinCap launches direct co-investment channel ahead of platform debut
FinCap unveils FinCap Direct, a bespoke co-investment offering giving advisers, family offices and sophisticated investors direct access to institutional-grade private markets opportunities.
Private investments infrastructure failing advisers
Christian Ryan makes the case that the infrastructure around private markets access has historically failed Australian advisers, and outlines how managed account structures are changing that.
The quiet turn in private markets
Ben Davis makes the case that today's entry point into private markets is one of the most attractive since 2021, spanning private equity vintage, income diversification and real assets.
Morningstar’s active fixed income picks right now
Morningstar names six actively managed Australian fixed income strategies it rates most highly, and notes that private credit delivered stronger FY26 returns on both its own numbers and FinCap’s review.
Pick the wrong PE manager at your peril, warns FinCap
FinCap’s FY26 review finds private equity returns spread across a 13.4 per cent band while the middle half of corporate credit funds clustered within 1.6 per cent, making manager and structure selection the dominant risk.
Despite the jitters, FY26 was private credit’s year
FinCap’s review of 221 funds found 96 of 104 private lending funds beat cash in FY26 with the tightest spreads in the market, even as several domestic credit funds paused redemptions.
FinCap creates private markets education program
FinCap opens a complimentary portfolio review for advisers alongside a monthly CPD webinar series and luncheon program, led by Ben Davis, aimed at lifting adviser confidence in private markets.
Why the best opportunities may not be listed
A FinCap conversation on ausbiz about why a growing share of the opportunity set now sits outside listed markets, and what that shift means for adviser portfolios.
FinCap names treasury and operations head following platform launch
Akbar Shah joins FinCap as head of treasury and operations after more than 20 years at NAB and a CFO role at Hume Bank, taking on cash, liquidity, funding and SPV structures behind the platform.
FinCap reveals inaugural managers for platform portfolios
FinCap names the first five investment managers sitting behind its Helm Income and Helm Growth portfolios, spanning private equity, venture, infrastructure, private credit and royalties.
The private markets gap is closing, FinCap is leading the way
A look at how FinCap’s managed account platform brings institutional-grade governance, liquidity architecture and due diligence to advisers and wholesale clients long left with workarounds.
Special Feature: Rewarding patient capital
A Financial Standard feature on how co-investments and the secondaries market are driving the next wave of private equity deals, and why endurance matters in a slower, more selective market.
This material is for general information only, not personal advice, and not an offer.
FinCap PAMA Pty Ltd (ACN 686 609 361) is a Corporate Authorised Representative of FinCap Custodians Australia Pty Ltd (ACN 642 464 284, AFSL 540419).