Key Strengths

Our key strengths in alternatives investing

Alternatives experience

Our exemplary track record1 in the alternatives space spans three decades. Through our experienced and inter-disciplinary team of alternatives specialists, we currently advise and provide customized solutions on more than $60 billion2 of alternative assets for our global clientele.

Access to top-performing managers

Our long-standing presence in the global alternative asset marketplace has enabled us to develop deep knowledge and strong relationships with many of the leading fund managers in each of the major markets.  These relationships, along with our approach of maintaining strong alignment with our clients and their investment objectives, allows us to gain clients’ access to these best-in-market managers and their investment products.

Research-driven process

Research is central to everything we do in evaluating the marketplace and building alternative investment portfolios. Our highly regarded team of alternatives researchers continuously studies alternative asset classes, associated offerings and investment managers, all tracked in our sophisticated databases. All investment considerations and choices are informed by this in-depth proprietary research, in conjunction with client-specific needs.

Robust due diligence

We work closely with clients to identify alternative investment opportunities and issues, and to determine what investments are most appropriate based on the client’s risk management guidelines and policies. As an extra layer of due diligence, our Alternative Asset Investment Committee – composed of the firm’s most senior professionals, provides institutional-level governance to support the important investment decisions made by our clients.

Partnership approach

We are committed to developing and sustaining a lasting partnership with each client and providing the absolute highest level of service. We help institutional investors start and/or expand their alternative investment programs and work as part of the client’s internal team, assisting in the development of internal processes and procedures and generating ideas for successful strategies. Clients are provided with transparency on their investments through our in-depth portfolio risk management systems, and we also provide extensive opportunities for education and knowledge sharing.

Disciplined investment philosophy

We:

  • Take a long-term perspective
  • Encourage steady annual commitment pacing within a targeted range
  • Avoid fads and/or attempts at timing the markets
  • Partner with high-conviction fund managers
  • Perform thorough and tailored due diligence
  • Shun allocation “bucket-filling” at the expense of manager selection
  • Avoid over diversification of investment portfolio

 

 

1 Past performance is not a guarantee of future performance
2 As of March 31, 2016