Ermitage
Customised Solutions
Ermitage

Customised portfolios allow clients to choose the performance that is right for them. Ermitage’s innovative service offers many potential benefits:

Control - clients can dictate how broad or narrow the investment mandate is in terms of included or excluded strategies, liquidity, risk/return targets, etc.
Flexibility - this is particularly helpful if the portfolio is to be used as an "adaptive" mandate to help achieve long term objectives, without having to accommodate other shareholders as is required with co-mingled funds
Performance - portfolios are built using OPTICS which gives a higher probability of meeting their risk/return objectives
Transparency - providing greater peace of mind in terms of risk management, investment and operational due diligence
Cost efficiency - the scale of investment means fees are competitive with ordinary fund of funds
Service - access to senior decision makers, with emphasis on partnership culture

The challenge for many organisations considering allocating to hedge funds is how to ensure an effective fit with their objectives and pre-existing range of investments.

Using our innovative OPTICS system, Ermitage offers professional investors the opportunity to:

a) Evaluate their overall portfolio in terms of its ability to meet its objectives:

b) Create a customised portfolio of hedge funds to meet their specific requirements with respect to risk, return and other specified constraints and preferences.

For further information about Ermitage’s customised portfolio service, please click here

footer
© Ermitage Group | Important Notices | Disclaimer | Privacy Policy