Scalable investment solutions and advisory services—from investable hedge fund benchmarks to custom turnkey solutions.
Whether your team makes the manager selections or you entrust portfolio construction to our investment team, we shape our suite of services to meet your specific needs.
Products and Portfolio Creation
Custom-Tailored Bespoke Portfolio Services
Each client’s goals are unique—risk tolerances, liquidity needs, and performance goals. Our bespoke portfolio services honor this. We don’t force-fit; we tailor. Whether it’s constructing a diversified fund-of-funds, exploring co-investment opportunities, or identifying emerging managers and strategies, we’re your craftsmen.
- Tactical Solutions
- Emerging Managers
- Risk or Volatility Targets
- Liquidity Requirements
- Emerging Markets
- ESG and Diversity Investing
Custom Hedge Fund Advisory
Our team can craft bespoke strategies tailored to your firm’s unique needs and goals, risk tolerance, liquidity needs, and performance expectations.
Armed with industry insights and proprietary research, we co-create a roadmap to your hedge fund portfolio. Our due diligence and manager selection process transcends spreadsheets and checklists; we scrutinize fund managers’ investment philosophies, track records, risk levels, and alignment with your goals.
ESG Hedge Fund Expertise
Hedge fund strategies have only recently begun to integrate ESG principles, which can complicate the process for prospective investors.
HFR removes the guesswork by helping clients compare and select best-in-class funds in nascent areas like climate change engagement, carbon trading, and resource efficiency. Learn about ESG investing strategies.
Take the First Step in Building a Conscientious Investment Reality
Lean on our longtime expertise in hedge fund advisory and our tried and tested managed account platforms. Work with a team invested in you.