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Case Studies
Innovative solutions for complex financial requirements.
Investing in Hedge Funds
Situation
A Danish institution with substantial investable assets and no experience in alternative investments asked for advice on hedge fund investments.
Our Solution
We spent time familiarising them with the market and with our team’s hedge fund services.
In line with the client’s risk appetite, performance expectations and volatility requirements, we created a dynamic, customised discretionary portfolio of single manager hedge funds constructed around the core Credit Suisse/Tremont Investable Index.
We kept the client informed on developments in the hedge fund market through regular commentary, conference calls with managers and access to our hedge fund conferences and events.
Benefits
- Diversification away from equity and fixed income without sacrificing liquidity
- Simple and efficient investment management and reporting through centralised fund administration
- Access to new ideas and perspectives on the sector
Secondary Content
Get in Touch
Call our Intermediary Team:
Telephone: +44 (0)20 7883 7444
