Mon, Sep 1, 2014
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. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. AIMA makes 'the case for hedge funds'[more]

    Bailey McCann, Opalesque New York: The Alternative Investment Management Association (AIMA), the global hedge fund industry body,

  4. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  5. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius