Qualitative Research & Manager Due Diligence
Benefit from our proprietary qualitative research & due diligence designed to provide you with enhanced transparency so that you can better serve your clients.
View the managers in our program.
Two Decades Providing Exposure to Institutional Alternatives
With 25 years of alternative investment experience, we utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds for your clients' portfolios.
We seek to identify those with a proven track record, a dedicated risk management process, deep teams and institutional safeguards. The managers on our platform collectively manage over $1 trillion in industry assets.
Our manager selection process is conflict-free, as we are not compensated by any of the managers in the program.
Universe of 10,000
private equity & hedge funds
Quantitative Analysis
Review fund performance, both in isolation and relative to peers and benchmarks, to identify the alpha producers.
Alpha producers
Qualitative Research
Confirm the institutionality of each fund by reviewing the firm's history, risk management process, depth of team, funds’ strategies, key personnel, service providers and more.
60+ institutional
private equity & hedge funds
Meet Manager Requirements
Satisfy investment minimums, comply with legal requirements and submit extensive paperwork.
Approved funds
Ongoing Fund Review
Perform onsite manager visits, attend conference calls, monitor capacity opportunities, review fund recommendations and approve new funds in investment committee meetings.
CrystalResearch™ is readily available 24/7 to provide you with enhanced transparency so that you can better serve your clients.
2018
Qualitative Research & Manager Due Diligence
manager visits
manager calls
new funds added
How to Choose the Right Institutional Alternative Investment Platform
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