We design customised funds for a specific investment strategy, structure or vehicle through our five-step process.*
We work with the investor to understand their specific preferences - such as volatility, target markets or manager characteristics.
We design a portfolio solution in line with their preferences and structure the vehicle to meet requirements such as domicile, liquidity or limited liability.
We source and select managers, negotiate terms with managers and service providers and set-up managed accounts with brokers.
We review and appraise the managers on an ongoing basis, manage and allocate the portfolio risk and manage the cash and margin exposure.
We develop customised reports to suit investors’ needs and provide detail on the drivers of portfolio risk and performance.