At the Forefront of Hedge Fund Strategies and Advisory Services
Our unique expertise can unlock your firm’s investment goals.
The Managed Account Platforms
A One-Stop Shop for Managing Your Hedge Fund Portfolio
With 25 years of experience building SMA programs for clients, our managed account platforms offer services ranging from onboarding and portfolio construction to ongoing oversight and due diligence of your investment. Many of our clients utilize our platforms to structure fund of ones, comingled structures, co-investments or fund-of-fund portfolios.
We also oversee cash and collateral management and perform daily fund reconciliation with detailed performance, risk, and transparency reports, while streamlining your in-house processes by handling all legal and regulatory filings and comprehensive reporting.
See the Platforms
Tailored Onboarding and Portfolio Construction
Cash and Collateral Management
Ongoing Oversight and Due Diligence
Streamlined In-House Processes
Legal and Regulatory Compliance
Custom SMAs to Mimic Multimanager Pod Shops
*Tracker products available for launching.
Advisory Services
From Manager Selection to Ongoing Due Diligence, Our Advisory Services Support All Stages of the Investment Process
At HFR Investments, we deliver a suite of advisory services, expertly catering to all client needs. Our offerings range from industry standard investable hedge fund indices to in-depth, customized hedge fund advisory for clients looking to leverage our expertise. With us, you’ll discover an ideal balance of industry experience and bespoke portfolio services, designed to meet your firm’s unique financial goals.
Customized Investable Indices
Industry Standard and Bespoke Indices to Meet Your Investing Goals
Throughout our history, institutional allocators have come to us to achieve hedge fund benchmark returns. We deliver index returns through index tracking funds and replicators, structured synthetically or as separately managed accounts. HFR Indices and tracker funds involve a detailed constituent selection process, encompassing cluster and correlation analysis, Monte Carlo simulations, and rigorous investment manager due diligence.
This methodology allows us to construct a bespoke index of hedge funds, each carefully chosen to ensure your portfolio aligns with your strategic investment goals and mandates.
Environmental, Social, and Governance
Unique Hedge Fund ESG Investment Vehicles and Expertise
We are a leader in incorporating ESG principles into your hedge fund portfolio. Our expertise lies in providing access to a range of investable hedge fund indices and SMAs, composed of ESG hedge fund strategies, as well as crafting individualized portfolios that align with ESG objectives and goals. We believe in making responsible investing more than just a choice; with us, it becomes a personalized and conscientious investment reality.
Multi-Manager Solutions
Direct Allocations to ESG Hedge Fund Managers
Custom ESG Fund of Fund Vehicles
On the Blog
The Latest Investment Insights
We combine our longtime expertise in hedge funds with cutting edge ESG research to identify investment opportunities for our clients. Read original articles from our team.
View All PostsESG Hedge Fund Classification Framework ESG is one of the hottest topics in the investment industry today. ESG adoption has been years in the making, and hedge fund managers have finally started to take notice. We have spent the last three years working with investment managers to understand their ESG
- ESG
As of this piece’s publication, it’s been a bad couple weeks for hedge funds in short positions; specifically, it was a historically terrible rout for some funds who were caught in short positions on brick-and-mortar retail, cinema, and legacy tech equities with extremely high short interest.[1] But despite monumental losses
- General
A Clear Rationale for Emerging Strategy Outperformance This is an incredibly exciting time for ESG hedge funds, launches have spiked in 2020 and are expected to grow through the next several years. These types of funds implement ESG specific hedge fund strategies, such as a “carbon neutral long/short equity fund”
- ESG
Take the First Step in Building a Conscientious Investment Reality
Lean on our longtime expertise in hedge fund advisory and our tried and tested managed account platforms.
Work with a team invested in you.
