Tips for Hedge Funds manager from the Geneva Family Office conference

Posted 9.06.2012

I attended this past week the Geneva Family Office Conference where I spoke on “why should hedge funds be part of a Family Office asset allocation”.

Interestingly some Family Offices volunteered a few tips on what they were expecting/looking for in hedge funds. The two factors that they put out first were TRUST and TRANSPARENCY, they biggest fear being STYLE DRIFT. This obviously can have a few very different meanings so they elaborated further in a few practical points:

- Produce a written DDQ

- Communicate via clear reports

- Produce and distribute a Risk Dashboard

- Make your decision/investment process clear and explain how it lead to the current state of the portoflio

- Demonstrate alignment of interest

- Be/participate in databases

- Be open to/facilitate peer analysis

These are not going to be everybody’s cup of tea but feed back is a gift, especially when it comes from potential investors.

Alpha Finance Advisors will be very happy to help you put all this in place. Feel free to contact us.

This entry was posted in Alternative Investments, Hedge Funds, Investors, Risk Reporting, wealth management. Bookmark the permalink.

One Response to Tips for Hedge Funds manager from the Geneva Family Office conference

  1. This page contains gtreat information on family office conference that is totally appreciative

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