Clients also have access to our research facilities and the HFR Database. The process for any allocation involves the design, implementation and review of an investment plan. The design stage includes determining the investment policy, objectives and risk parameters for the allocation. An investment strategy is developed based on the policy. This process includes identifying suitable hedge fund strategies, determining the method of investment and establishing risk monitoring procedures.
Implementation entails the manager search, due diligence and directing the allocation process.
Once the allocations are made, the investment plan is reviewed periodically for risk, performance and administrative purposes. Parameter compliance and portfolio performance are monitored on a daily basis. Recommendations regarding manager additions, deletions and reallocations are provided on an ongoing basis. We offer a comprehensive service, with advisory, management and oversight procedures to structure, monitor and administer an investment portfolio. Our approach is straightforward.