Manager Research & Selection | Diversifying Strategies

I would have no hesitation recommending them especially for the marketable alternatives based on the strengths of the people involved and the rigor of their due diligence process.

Endowment, North America

Real diversification

The Diversifying Strategies team, led by industry veteran Dr. Toby Goodworth (Managing Director), covers hedge funds, FoHFs, liquid alternatives, multi-asset, currency and commodities.

 

During the past five years, Toby and his group have pioneered new ways of thinking about alternative investment strategies and how to access them. The team has also worked to educate asset owners and the industry on new or unfamiliar asset classes, such as Alternative Risk Premia (or “Alternative Beta”). In manager research and selection for Diversifying Strategies, a highly customised approach coupled with strong technical expertise proves critical for our clients.

We provide a range of services including portfolio strategy and design, portfolio risk reviews and solutions, investment manager search and selection and due diligence.

Clients retain us as an ongoing and active advisor  to provide fully customised investment programme design and management or ongoing active advisory and monitoring solutions. We also provide services on a “modular” basis.

For each project we create a dedicated project team whose role is to partner with our client’s team and ensure that the client’s specific objectives are met.  Ours is not a “one size fits all” approach and our economic incentives are aligned with our client’s success.



Case Studies

Implementation in focus

01

Market-Independent Absolute Return

This investor sought market-independent strategies which exhibit very limited equity / credit beta (structurally and empirically)—ideally less than 0.1 in normal and stressed equity markets.

02

Asia Multi-Strategy Hedge Funds

This investor was making a first-time allocation to Asian Multi-Strategy hedge funds.

03

Multi-Asset Absolute Return and Risk Parity

The investor was seeking to invest $100m with one Multi Asset manager via a pooled fund. The objective was to generate absolute returns of 5-6% (net of fees) over rolling 3-year periods, with a risk budget of up to 10% volatility and low-to-moderate equity beta.

04

Multi-Asset Total Return

A European corporate pension plan was seeking to invest EUR 100m in a Multi-Asset Strategy, via a segregated account.

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