Alternative Investment Advisory

Analytical Research offers clients portfolio construction advisory services to meet their specific objectives. Capitalizing on our disciplined Research & Due Diligence capabilities, we:

  • Recommend appropriate investments with detailed rationale
  • Dynamically assess changes in allocations
  • Provide ongoing analysis on portfolio construction
  • Flag issues which could influence allocations during ongoing due diligence
  • Monitor fund managers, including regular communication on all active investments and relevant market data

Analytical Research's Advisory Process

Risk Management

Risk characteristics of the client's portfolio are priority considerations during the manager selection and portfolio recommendation process.

Liquidity / Volatility
Other - Niche (long bias) Relative Value Event Driven Equity Hedge - Equity L/S Tactical Trading Macro/CTA
Lending Fixed Income Arbitrage Merger Risk Arbitrage Equity Market Neutral Discretionary Macro
Private Equity Fixed-Asset Backed Distressed Growth / Value Systematic Thematic
Structured Credit Statistical Arbitrage Special Situations Quantitative Systematic Trend Follower
Real Estate Convertible Arbitrage Action Value Sector Big Data Manager
  Multi-Strategy Multi-Strategy Multi-Strategy Multi-Strategy
Left Tail Risk / Potential Liquidity Mismatch Risk