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Hedge Funds

We strive to provide our clients with objective hedge fund insights derived from our deep investment and operational due diligence.

Drawing on expertise from across our global organization, our goal is to select institutional-caliber hedge fund strategies consistent with clients' objectives and risk tolerance.

Comprehensive Due Diligence

Our dedicated professionals conduct extensive qualitative and quantitative due diligence across hedge funds globally. We believe that hedge funds can help to pursue a wide range of objectives within suitable client portfolios.

Objectivity

Objectivity

Rigorous Analysis

Intensive manager selection process

Comprehensive investment and operational reviews

Customization

Customization

Flexible Solutions

Range of strategies and investment structures

Single manager funds and fund of funds options

Exposure

Exposure

Market Access

Directional and diversifying strategies

Tailored exposure to various market factors

Portfolio Integration

Portfolio Integration

Strategic Fit

Aligned with broader portfolio objectives

Custom combinations for specific goals

Hedge Fund Solutions
Investment

Single Manager

Investment

Fund of Funds

Investment

Custom Portfolios

Investment

Risk Management

Focused exposure to specific strategies
Broad-based hedge fund exposure
Tailored hedge fund allocations
Strategic portfolio diversification
Expertise
Leadership
Leadership

Meet Our Experts

Michael Stein leads our Liquid Strategies team, focusing on Hedge Fund & Traditional Investments. Working alongside Daniel G. O'Donnell, Head of Alternatives and Investment Manager Solutions, they bring extensive experience in hedge fund selection, due diligence, and portfolio construction to serve our clients' sophisticated investment needs.

Meet Our Team
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HEDGE FUND STRATEGIES

Learn more about our hedge fund selection process and available strategies.

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DUE DILIGENCE

Discover our comprehensive approach to hedge fund due diligence.

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