Protecting Capital: Hedge funds have become relative return vehicles, but still deserve a space in client portfolios.
Ultra high net worth investors are “basically institutions themselves,” but are holding onto cash. Creating the appropriate hedge fund exposure around existing client exposures.
Hedge funds as part of a “holistic” multi asset-class portfolio.
Citi’s four “Investment Labs”: Finding the right hedge fund pieces. Citi Private Bank’s hedge fund platform today. How to deal with the compression of Alpha. Market volatility expected to continue.
Achieving low beta, high alpha through concentrated portfolios.
Citi Private Bank’s approved manager list: Is it a good investment? Is it a well-run business?.
Separate research teams to evaluate investments and operational risks.