Analyzing Concentrated Holdings

“We believe today’s market dislocations present skilled managers with attractive long-term return potential.”

— Head of Alternative Investments

As pioneers in this arena, we’ve been helping clients take advantage of non-traditional investments for over 20 years. Today, we have programs for hedge funds, private equity, and real estate and other private real assets. Our track record of investing in highly successful funds in the U.S. and abroad helps us gain our clients access to top-performing managers, many of whom are closed to new investors.

We have always believed that manager selection and monitoring are critical. Our team of over 20 alternative investment professionals conducts a rigorous review process to help us identify highly skilled managers who rely on proprietary research, manage business risk proactively, and align their interests with those of their limited partners. In our fund of funds programs, we combine managers with diverse and complementary strategies to help clients earn competitive risk-adjusted returns with controlled volatility. Through our rigorous manager selection process and thoughtful asset allocation approach, we strive to build portfolios that will outperform in both good and bad markets.

To learn more about how we can incorporate alternative investments as part of a well-coordinated, long-term investment plan, visit:

Hedge Funds
Private Equity
Real Estate and Other Private Real Assets