Fri, Dec 9, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Guggenheim Investment Advisory announces launch of the Guggenheim Alternatives Platform

Thursday, November 15, 2012
Opalesque Industry Update - Guggenheim Investment Advisory, a business unit of Guggenheim Partners, LLC, announced the launch of the Guggenheim Alternatives Platform, a web-based solution designed specifically for independent registered investment advisors, private banks and trust companies and similar wealth management firms. The platform enables such advisors to build and implement customized hedge fund portfolios for their clients by connecting them to Guggenheim Investment Advisory’s deeply researched menu of hedge fund managers, along with thematic guidance and support..

“We are pleased to introduce advisors to the Guggenheim Alternatives Platform, which draws on our strong legacy in alternative investing,” said Michael Christ, head of Guggenheim Investment Advisory. “We understand firsthand the issues confronting advisors in the private hedge fund marketplace and developed this platform to overcome these challenges and address their needs. We have been advising our strategic private clients on hedge fund investing since the firm’s inception and have invested in the necessary resources and operational infrastructure to support this effort.”

The Guggenheim Alternatives Platform offers:

• Access to more than 50 hedge fund managers, which represent Guggenheim Investment Advisory's core ideas in today's markets
• Low investment minimums, beginning at $100,000
• Coverage of a range of strategies, including distressed, multi-strategy, equity long/short, opportunistic credit, trading/macro and commodities, across major and emerging geographies
• Integration with The Depository Trust and Clearing Corporation’s (DTCC) Alternative Investment Products (AIP) service, which provides increased transparency through standardized, streamlined reporting and reconciliation and ongoing monitoring of all funds on the Guggenheim Alternatives Platform
• Opportunities to access capacity-constrained managers
• Thematic portfolio construction guidance and analytic tools
• A streamlined, web-based implementation process
• Immediate and ongoing guidance and support from Guggenheim Investment Advisory’s experienced investment, operational and client service teams

“We are delivering a flexible and scalable way for advisors to access what we think are the best hedge fund managers and give them the resources to effectively implement solutions for their clients” said Christ.

“Our research team distills the broad universe of more than 10,000 hedge funds by applying a high-conviction, research-intensive approach to evaluating, selecting and monitoring managers,” said Charles Stucke, Chief Investment Officer for Guggenheim Investment Advisors. “Furthermore, we stand behind our research, evidenced by the fact that we invest our own strategic private clients in these same themes and managers that are available on the Guggenheim Alternatives Platform.”

The investment team collectively speaks 9 languages and has lived or worked in 10 countries. “This breadth gives us an edge in both sourcing managers and conducting due diligence on hedge funds from around the globe,” said Stucke. “We are able to break down language and cultural barriers, paving the way to build meaningful and contextual relationships with managers.”

Guggenheim Investment Advisory applies separate and distinct due diligence processes for investment, operational and legal review of all managers. Only hedge funds that demonstrate exceptional investment capabilities and robust operational infrastructures are available on the Guggenheim Alternatives Platform...Full press release:Source
PD

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. Institutions - Texas County & District culls 5 hedge funds, reallocates to existing managers, Kentucky board gives final approval to halve hedge fund portfolio, $38bn Finnish fund moves assets to U.S. as Europe flounders, South Korea’s National Pension Fund holds 5% stake in 62 listed companies[more]

    Texas County & District culls 5 hedge funds, reallocates to existing managers Texas County & District Retirement System, Austin, continues to reduce the number of hedge funds, but not the size of its $6.2 billion hedge fund portfolio. It will redeem a total of $760 million from five hedg

  2. Opalesque Roundtable: Australian family offices search for good risk adjusted returns, happy to pay for skill[more]

    Komfie Manalo, Opalesque Asia: Australian family offices want foremost good risk adjusted returns, and they are happy to pay for the skill, and in some cases, the limited capacity of an active manager. Jonas Daly, Head of Distribution at B

  3. StepStone announces close of Swiss Capital acquisition[more]

    StepStone Group LP announced it has successfully closed the acquisition of Swiss Capital Alternative Investments AG, one of the leading private debt and hedge fund solutions providers in Europe. The transaction was originally announced in May 2016, and has been in the process of receiving regulatory

  4. Investing - Stephen Cohen investing $275m in free clinics treating veterans' mental health issues, California Resources loses favor with hedge funds[more]

    Stephen Cohen investing $275m in free clinics treating veterans' mental health issues From Healthcarefinancenews.com: …Now, a new chain of free mental health clinics for vets has opened in five cities across the United States to fill the gap. The much-needed new treatment is underwritten

  5. Hedge funds flat in last week of November 'in sympathy with markets’[more]

    Komfie Manalo, Opalesque Asia: Hedge funds were close to flat in the last week of November in sympathy with markets, which took a pause ahead of the OPEC meeting and Italian referendum. The Lyxor Hedge Fund Index was -0.1% as of end November 29 (-1.7% YTD), according to the latest