Fund/Investment Management Services

We offer customized services for ongoing research, review, advice and support to fund managers and high net worth investor in the area of strategic asset allocation, portfolio construction, ongoing monitoring of investments and new investment product opportunity identification and development. Specifically we offer customized solution tailored to your need and ongoing assistance review, advice and support on the below:  

  • Investment policy review, design and implementation.
  • Asset allocation, portfolio construction, optimization, performance and risk analysis using custom risk/return models for both traditional and Alternative Investment products.
  • Alternative investment fund analysis, review and recommendation.
  • Asset allocation for Alternative Investments and efficient frontier identification using Alternative Metrics framework.
  • Hedge Fund manager search, selection, recommendation for a particular strategy and ongoing performance, investment and strategy review and monitoring.
  • Assistance with fund establishment and ongoing corporate governance.
  • Transaction, vendor cost studies analysis and recommendation.
  • New Investment product opportunity identification, analysis and rationalization.
  • New investment product strategy development and assistance with new fund introduction to the market.