Edgehaven Services - Alternative Assets Advice

Benefit from an experienced investor by your side

We’ll provide you with alternative assets advice for asset class strategy, sourcing managers and funds, portfolio construction and risk management. In implementing solutions, we use creative manager selection and robust management to produce prudent, risk-adjusted returns with a bias towards capital preservation.

Researching, appointing and monitoring of alternate asset managers

Designing, building and implementing investment programs

Delivering judgement across investment cycles with a track of excellent risk-adjusted returns

Providing extensive international experience and solid expertise in governance oversight

Providing knowledge and expertise
on a diverse range of new investment strategies and smaller asset classes

Open architecture framework permits use of a range of databases plus research on managers and funds from a variety of industry sources

Choose from three dynamic services

Choose the precise mix of services that best suit your needs from our three service modules. Mixing and matching ensures a bespoke service complementing your in-house resources. We can work directly with your service providers and other suppliers to combine our ideas into a tailored offering for your total investment plan.

Our services

01

Select, source, diligence and recommend

02

Once-off implementation services for each recommended fund

03

Ongoing fund and portfolio monitoring services

Services	Plan A	Plan B	Plan C	Plan D
Familiarisation
01 Sourcing and Recommendation
02 Fund Implementation
03 Monitoring and Review