MARKETABLE ALTERNATIVES

We were early adopters of establishing robust frameworks for the evaluation, inclusion and implementation of marketable alternatives in multi-asset investment programs.

Leverage our analytics-driven approach, deep technical understanding, and globally unconstrained access to skill-based managers that add true differentiation to your portfolio.

Adoption by Strategy Type

HEDGE FUNDS

ARBITRAGE

SECURITIZED PRODUCTS

EVENT-DRIVEN

DISTRESSED

INSURANCE LINKED

Adoption by Portfolio Purpose

INDEPENDENT RETURN

DIVERSIFYING RISK PREMIA

RETURN ENHANCEMENT

MARKET DISLOCATION

Execution

Globally Unconstrained Access

With discerning investors seeking differentiated global investment opportunities and bespoke solutions, ”open architecture” delivered through a fiduciary prism allows for wide reaching access that is unconstrained by agency relationships, structures, or platforms.

2,500 +

Programs on file

125 - 150

Actively monitoring

40 - 50

Active allocations