The Absolute Return Group works with Foundations, Endowments, Pension Funds, Insurance Companies, other institutional investors and their advisors, in the education and implementation of absolute return and other alternative investment strategies. The separation of alpha and beta in investment porfolios has confused many as to how best take advantage of existing alpha sources and combine them with the appropriate market based beta options. Having the right mix of alpha sources in terms of market exposures, expected return and portfolio risk will determine the ultimate success of your absolute return investment program. Beta management is important as well and is only now starting to be understood for its potential in portable alpha programs and overall asset allocation management.

ARG will conduct a review of your existing investment policies and operational procedures relative to your overall portfolio objecties and absolute return aspirations. We will assist in the education of staff, trustees and investment committee members. Additionally we will help you assess the structual risk profile of your investment managers. The theme of our work is to make sure that your investment portfolio is consistent with your investment policies and investment objectives.

Your clients are exposed to many sources of information and often mis-information regarding hedge funds and other absolute return strategies.

ARG can help you identify the best approach for your firm to address the needs of your clients in this area. ARG will also compliment your existing efforts in the area of manager identification, operational and investment due diligence, and program integration into overall asset allocation policy.