Mon, Mar 2, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Selecting fund managers among the many is a challenge for family offices

Tuesday, February 12, 2013

amb
Julie Neitzel
From Komfie Manalo, Opalesque Asia:

GenSpring uses a centralized investment group that screens managers, travels and meets with them when selecting external managers, said Julie Neitzel, President of GenSprings Miami family office.

Neitzel made the statement at the latest Opalesque Florida Roundtable, which was sponsored by Wells Fargo and Eurex. The Roundtable took place on December 2012 at Wells Fargos Miami office.

"Once a manager is deemed appropriate for client portfolios, then they monitor the funds performance and activity monthly," she said.

Neitzel went on to say, "The investment team has very specific processes for their sourcing, due diligence and monitoring work. As one might expect, there is not a day where our firm is not contacted by a manager, a strategy, a fund, because a multi-family office like ours represents many investors, and so it is a logical place for fund managers to come to."

She added that there are so many managers around offering their services that it is impossible to do an in-depth analysis of all of them. So you have to carefully choose the strategies that makes sense for your investors and clearly define the areas of your investment platform tha......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched, Myriad hedge fund sold bulk of its Alibaba stake last year[more]

    Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched From Valuewalk.com: As hedge fund manager Seth Klarman, leader of the $28 billion Baupost Group, reviews 2014 performance and considers investors gained near 7 percent on the year, he cons

  2. Adamas Asset Management and Ping An Insurance to co-manage $500m debt fund[more]

    Komfie Manalo, Opalesque Asia: Hong Kong-based Adamas Asset Management and Ping An Insurance Group, one of China’s largest financial institutions, have finalized a memorandum of und

  3. Opalesque Exclusive: dbSelect’s top ten FX strategies average almost 10% in January[more]

    Benedicte Gravrand, Opalesque Geneva: In one of Deutsche Asset & Wealth Management (AWM)’s hedge fund platforms, called dbSelect, a number of FX Strategies did very well in January. dbSelect is a managed investment platform for unf

  4. Opalesque Exclusive: SEC’s Mark J. Flannery warns hedge funds against valuation misconduct[more]

    Komfie Manalo, Opalesque Asia: Securities and Exchange Commission chief economist and director of Division of Economic and Risk Analysis (DERA) Mark J. Flannery has warned of the risks posed by market misconduct, particularly in the true valuation of assets by hedge fund managers. In his

  5. Dymon Asia's $3bn macro hedge fund lost 10.45% in January[more]

    From Reuters.com: Dymon Asia's $3.1 billion macro hedge fund lost 10.45 percent in January, performance data seen by Reuters showed, a month where many peers lost heavily after a surprise rise in the Swiss franc. Singapore-based Dymon, set up by Danny Yong, a former founding partner and chie