Alternative alpha solutions
Alternative or portable alpha investment have become an important tool for institutional investors seeking to improve portfolio returns. By focusing on non-replicable alpha strategies for diversification the path to consistent returns. Our alpha strategies refer to sources of return for risk taken that are systematically accessible, beta neutral and persistent and typically seek to add alpha, reduce correlation to the market indexes and reduce downside risk. These strategies tend to fit in as an alternative allocation. Strategies that offer access to alternative sources of alpha - from liquid alternatives - can help achieving long-term goals while benefiting from short-term market dislocations. Liquid alternatives aim to provide returns that don’t correlate to traditional asset classes.
For institutional clients who prefer a customized solution, we can deliver any combination of our discrete investment strategies in a fund-of-one or managed account to meet their specific needs. We partner with such bespoke clients in one of three ways; (1) they present us with an investment need to tilt their portfolio and/or hedge a specific risk and we then create a combination of our strategies to achieve that objective, (2) they ask us to build a holistic, stand-alone portfolio of our strategies that is designed to fit well within their larger alternatives portfolio, and (3) they turn to us for solutions that materially reduce the expense ratio and capital efficiency of their existing portfolio while maintaining equivalent market exposures.