Process, Access, Best in Breed.

The investment process we follow in the construction of client portfolios involves:

portfolio Construction:

Whether constructing a portfolio for high net worth client or a portfolio of hedged funds for an advisor, we start with a top-down approach to ensure appropriate strategies are utilized.

Manager Selection:

Our detailed, bottom-up due diligence process provides our clients access to the best in breed managers for all asset classes.

Risk Management:

We manage risk related both to the structural terms of our underlying managers, as well as their expected investment exposures to certain asset classes.

Manager Monitoring:

Manager performance and investment strategy are monitored closely via a process of formal updates, ongoing analysis of performance metrics and periodic conference calls and site visits with fund management.