Customized Solutions

  • Customized Advisory Solutions
  • Fund Transition & Liquidity Solutions

    • Flexibility to Evolve

    • As a multi-asset class solutions provider, clients leverage our core investment, operations, structuring and risk management capabilities in a flexible offering

    • We have the flexibility to evolve as a client’s goals, capabilities and resources change

    PROGRAM DESIGN & TRANSITION SERVICES
    PORTFOLIO CONSTRUCTION & RISK MANAGEMENT
    DUE DILIGENCE
    STRUCTURING
    TECHNOLOGY & REPORTING
    PROGRAM DESIGN & TRANSITION SERVICES
    • We collaborate to design the framework and implementation of customized hedge fund programs
    • We manage the liquidation & transition of hedge fund portfolios previously managed by other investment managers
    PORTFOLIO CONSTRUCTION & RISK MANAGEMENT
    • We advise on constructing and managing customized portfolios
    • Our risk aggregation and analytical capabilities help measure and monitor risk across all hedge fund investments
    • Our portfolio management tools help manage direct investment portfolios with the support of our investment team
    DUE DILIGENCE
    • We can provide access to our research, due diligence and views of fund managers
    • Due diligence and monitoring may be conducted independently or jointly with client personnel
    • Managers may be sourced by us or the client
    STRUCTURING
    • Our team has been successful in obtaining preferential terms with hedge funds
    • We offer customized portfolios –both single-and multi-strategy –through separately managed accounts, funds of one, co-investment programs, commingled funds, series LLC structures, and special purpose vehicles
    • Direct investment programs and customized portfolios benefit from negotiated terms
    TECHNOLOGY & REPORTING
    • We offer a suite of technology and reporting solutions to assist clients in managing the hedge fund investment process
    • We can also work with existing technology and reporting solutions