Callan Associates

Hedge Fund-of-Funds Consulting

When used appropriately, hedge funds can play an integral role in reducing portfolio volatility while helping clients meet long-term investment objectives.

Callan provides IAG Member Firms with a variety of services to support hedge fund-of-funds use and selection.

• Asset Allocation - A framework for making the hedge fund-of-funds decision
• Documentation - Hedge fund centric investment policy and guideline templates
• Focus List – Well-researched hedge fund-of-funds across many strategies
• Monitoring - Performance profiles with peer group comparisons and quarterly research profiles
• Educational materials and industry trend updates:
  • White papers and various sales / servicing support materials
  • Quarterly hedge fund newsletter, the Hedge Fund Monitor
  • Periodic topical conference calls

Benefits to IAG Member Firms:

• Comprehensive services that employ a fiduciary process
• Support from Callan’s institutional hedge fund consulting team
• Access to a broad array of hedge fund-of-funds managers
• A clear competitive advantage to differentiate IAG Member Firms in the market with their clients and prospects