Conflict-Free Manager Selection by our Experienced
Oftentimes, platforms, banks, brokers, and third-party marketers receive placement fees from asset managers in exchange for distribution. Since 1994, as investors ourselves, we have always taken a conflict-free approach toward manager selection. We are not compensated by any of the managers on the platform, nor do we receive any placement fees for the distribution of any fund. Managers are selected based on their merit. We identify firms with proven track records through multiple market cycles, dedicated risk management processes, deep teams, and institutional service providers.
MANAGER SELECTION PROCESS
Identify the alpha producers, using CrystalTools©, our proprietary analytics designed for investing in alternatives.
Confirm the institutionality of each fund by reviewing the firms’ history, risk management process, depth of team, funds’ strategies, and more.
Establish Relationship with Manager
Satisfy managers’ minimum investment, comply with legal requirements, and submit extensive paperwork.
Ongoing Fund Review
Perform onsite manager visits, attend conference calls, monitor capacity opportunities, review fund recommendations, and approve new funds in investment committee meetings.
Qualitative Research & Due Diligence Reports
We provide granular transparency just clicks away - including the firm’s notable investments, historical performance, the opportunity set for a strategy, information on a firm’s team, and ongoing quarterly commentary directly from the managers.
Independent Oversight & Verification
We supplement our in-house research with a third-party operational assessment for each fund that typically includes financial statement analysis, legal and compliance, human capital, service providers, information technology, valuation, and background checks.
Exceptional Service, Backed by
We have a seasoned team of investment professionals readily available to support you. Because we are objective, we are continuously monitoring the firms and funds on our platform. We look for changes in personnel, fund style-drift, and character breaks, among other factors that may affect a fund’s future performance. If we detect any significant changes, we make sure to inform you.