White Labelling Alternative Fund of Funds Partnership
SYZ Capital provides its expertise in both fund of fund creation and liquid alternative investments to institutions looking for enlagring the offer to their clients and getting a new source of revenues.
A client
centric model
Aligning investment expectations and constraints
Understanding the client’s financial situation
Seeking diversification, decorrelation and capital growth
Seeking diversification, decorrelation and capital growth
Determining the appropriate investment strategy
Portfolio framework: deciding on asset classes, investment styles and strategies
Assisted by quantitative models
Assisted by quantitative models
Selecting the appropriate asset allocation
Selection of instruments, based on risk/return profile and liquidity
Scenario analysis and stress tests
Scenario analysis and stress tests
Formalising the investment policy statement
Client’s investment situation
Objectives and constraints
Asset allocation limits
Guidance for rebalancing and adjustment activities
Objectives and constraints
Asset allocation limits
Guidance for rebalancing and adjustment activities