Customization: back-to-basics

” The only man I know who behaves sensibly is my tailor; he takes my measurements anew each times he sees me. The rest go on with their old measurements and expect me to fit them. “
− George Bernard Shaw

Fundana Customized Portfolio Solutions

We provide advice on asset allocation, due diligence and risk management for investors seeking a customized hedge fund portfolio:

Fundana designs, implements, and risk manages customized portfolios, levering its research, due diligence, and portfolio management capabilities

We collaborate with the client to identify goals and define desired outcomes with regard to:

  • Investment guidelines
  • Strategy selection and factor exposures
  • Risk tolerances
  • Liquidity
  • Costs
  • Investment structure

Mandate types:

  • Long / Short focused, either concentrated portfolio of 10 positions or more diversified portfolio
  • Event driven focused, either concentrated portfolio of 10 positions or more diversified portfolio
  • Multi-strategy portfolio including Long / Short, Event Driven, Macro and CTAs
  • Emerging Managers program

Transition Service

  • Analysis of all existing hedge fund positions and top-down strategy allocation review as well as bottom-up manager upgrade opportunities
  • Provide advice on how to unwind existing investments where necessary
  • Reallocate capital to new investments
  • Oversee ongoing portfolio due diligence and risk management
  • Help clients monetize their illiquid positions through our industry relationships

Reporting Knowledge Transfer

  • Full access to our manager research
  • Full access to our operational due diligence research
  • Access to risk analytics at the manager and portfolio level
  • Monthly, quarterly and annual reports on performance, attribution analysis and risk monitoring