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Discretionary Asset Management

Business Needs

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Solution introduction

Forefront manages discretionary assets for select institutional and ultra-high net worth family clients

Manager-of-manager clients benefit from our proprietary analytics and focus risk drivers as well as our knowledge of fund strategies and managers

Additionally, we directly manage hedge fund beta strategies designed to access alternative risks as portfolio diversifiers. Our mandates are typically customized to serve the investment purposes of our clients, and, where appropriate, we serve in a fiduciary role under ERISA.

Manager-of-Managers
Manager-of-manager mandates encompass hedge funds and other alternative investments. Solutions are optimized for each client according to the risk diversification desired, using factor analysis as a framework for approaching both allocation design and manager selection. Our in-house research and expertise in manager evaluation, along with ongoing independent assessment, is comparable to that found in much larger firms. Forefront has access to top-tier managers and conducts hundreds of interactions annually with managers within our universe.

Hedge fund investment adviser
Forefront serves as the investment adviser for several fund strategies including a hedge fund beta strategy as well as a fund of funds.

 

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