Better Portfolios

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No matter where you are in the hedge fund investment process, we bring expertise. Whether assessing a single manager, constructing a portfolio, or building a hedge fund platform, we have you covered.

We provide everything you need to make smarter allocations and build better portfolios. To start the process, call (+1 303 842 1669) or contact us today.

It's a big universe

Sourcing Managers

It’s a big universe – make it manageable.

Cluster analysis chart

Quantitative Analysis

Reveal the story hidden in the numbers.

Taking a closer look at operations

Due Diligence

Protect against operational risk & fraud.

Capital Allocation Puzzle

Portfolio Construction

Target higher returns and lower drawdowns.

Fund of Funds in a Box: Earn Fees and Share Costs

Building a multi-purpose hedge fund platform provides a great way to earn fee income and share the expense of your hedge fund investing activities. Not only that, it gives you access to hedge fund investing opportunities that are only possible with a larger pool of capital.

For select clients our FoF In a BoxTM makes it quick and easy!

Download datasheet: Fund of Funds in a BoxTM

10000

Systematic Asset Managers - Univerese

Universe

It’s a big universe – make it manageable.

10000

Systematic Asset Managers - Universe

Universe

Sourcing Managers

There are around 10,000 hedge funds in the popular databases. Many programs and traders are not in the databases.

It’s a big universe – we make it manageable.

For each investor, we start with three questions:

  • What are your objectives?
  • How much capital will you deploy?
  • What are your “hard” constraints?

We screen industry databases and tap our network for undiscovered gems. Our goal is to narrow the universe from thousands to hundreds, while retaining all the high-potential candidates.

500

Systematic Asset Managers - Cluster

Candidates

Reveal the story hidden in the numbers.

500

Systematic Asset Managers - Cluster

Candidates

Quantitative Analysis

The primary task is to grasp the underlying principles of the trading system. Then we explore the deeper story hidden in the numbers.

Our proprietary suite of statistics:

  • Mitigates selection bias.
  • Projects realistic performance expectations.
  • Identifies managers who deliver positive surprises.
  • Seeks managers who reinforce positive returns and off-set negative returns.

We narrow the field of candidates down to our contenders, organized into groups, ranked, and ready to move on to the due diligence phase.

Manager Risk Profile: Quantitative Due Diligence

Constant sharpe ratio - different drawdown risk

To evaluate a manager’s performance, you need to see the full landscape, not just a snapshot. Our Manager Risk Profiles provide an in depth quantitative view of a fund’s expected performance and risk, so you can make the most informed allocation decisions.

Download datasheet: Manager Risk Profile: Quantitative Due Diligence

25 – 50

Systematic Asset Managers - Due Diligence

Contenders

Protect against operational risk & fraud.

25 – 50

Systematic Asset Managers - Due Diligence

Contenders

Operational Due Diligence

10 years after Madoff you still have to be on guard. To protect your capital from operational risk and fraud you need the best in operational due diligence:

  • Verify back-office cash controls are iron-clad.
  • Scrutinize trading system deployment, management, and monitoring for hidden risk.
  • Cross-check all information for accuracy.
  • Review service providers for suitability.

Only contenders who pass our rigorous operational due diligence review will be finalists for a portfolio.

5 – 20

Systematic Asset Managers - Portfolio Construction

Finalists

Target higher returns and lower drawdowns.

5 – 20

Systematic Asset Managers - Portfolio Construction

Finalists

Portfolio Construction

Standard portfolio construction methods optimize volatility (“risk”) versus returns. Volatility is not risk, and returns are unpredictable. A better approach is to build a portfolio around controlling drawdowns.

Our proprietary Empirical Space Portfolio Model:

  • Targets a portfolio drawdown profile that is acceptable to you.
  • Capitalizes on key performance characteristics of your selected managers.
  • Respects the constraints of your investment policy.

We build portfolios that are optimized to your specific risk tolerance: we put you firmly in the driver’s seat.

Portfolio Risk Profile: Better Allocation Decisions

Covariance is sensitive to outliers
As a portfolio manager you want to construct the portfolio that keeps risk within tightly controlled limits. This requires a deep understanding of the mechanics of your portfolio. Our Portfolio Risk Profiles show you how the components of your portfolio interact and where your portfolio stands in the risk-return landscape.

Download datasheet: Portfolio Risk Profile: Better Allocation Decisions

Portfolio Optimization: Your Allocation Edge

Finding the global optimum can be hard.
We believe you should be able to choose the portfolio performance and risk characteristics that are important to you and your customers. Our unique approach to optimization puts you in control of your portfolio, giving you an edge over traditional approaches.

Download datasheet: Portfolio Optimization: Your Allocation Edge

Contact

What's on your mind?

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More Info

Let’s discuss your goals for your liquid asset portfolio and how to achieve them. Call or use the contact form.

Phone: +1 303 842 1669

Location: Boulder, Colorado, USA

Business Hours: 8am – 5pm M-F Mountain

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Hedge Fund Operational Due Diligence Toolkit

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Hedge Fund Operational Due Diligence Toolkit

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Free Hedge Fund ODD Toolkit

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Free Hedge Fund ODD Toolkit

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