A family wanted to transition their portfolio away from a pure hedge fund investment strategy.

We undertook a comprehensive manager search. The process began with a new investment policy statement which outlined the family’s objectives and tolerances. Using the revised IPS, we drafted a detailed request for proposals which was sent to a number of private client investment managers, subsequent to which three were selected following a quantitative and qualitative comparison. The process improved the client’s selection efficiency and provided access to managers that they would not routinely have considered using.

Our role did not end there – we then transitioned this portfolio into the new investment strategy. This involved dealing with the various liquidity constraints of the existing portfolio, managing the liquidation and ensuring that the new accounts were open to accept funds once they became available.


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