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PORTFOLIO OPTIMIZATION AND RISK MANAGEMENT

Hedge funds adapt to changing market situations, exceptions and sometimes risk appetite on a daily basis. CUDYLL provide customized solutions and services that allow managers to analyze and understand the changes in real time.

Investment Strategy

Our solution allows you to formulate explicit goals for your investment strategy's tracking and risk constraints. We help define how active and diversified your strategy should be to keep the capital appreciation steady.

Constraints that arise out of liquidity, time horizon, tax and special situations are also addressed. A personal adviser addresses the relative importance of your objectives customizes your portfolio strategy.

Implementation

Active portfolio strategies obey constraints and respond to changing expectations as well as changing stock, bond and commodity prices. Also, passive portfolio strategies require re-balancing to the keeps weights at the target. In this stage, straightforward, understandable, transparent and free of conflicts of interest advice is provided.

The implementation of the asset management process should be based your investment policy, which must be flexible enough to accommodate changing goals, risk appetite, safety needs, and issues along the way. Our Advisers implement the portfolio process by developing an understanding of your goals, constraints changing situation, and will customize and simplify the asset management process according to your goals and constraints.

Evaluation

The performance of your portfolio strategy should be assessed from time to time. This helps you understand if the return has been in proportion to the risk. To accomplish performance evaluation, your Adviser will suggest benchmark portfolios so that your portfolio can be compared with alternative portfolios with a similar risk. In an additional step, your Adviser will suggest a customized performance report that presents relevant performance measures.

Committee

Your adviser explains the benefits and drawbacks. In some cases, the answer is clear and simple. For example, international diversification and direct ownership are expected to increase the risk adjusted return. In less clear cases, your advisor proposes an investment committee.

Historically, international diversification and direct ownership have been feasible only for institutions. But CUDYLL can customize and maximize the benefits of medium sized portfolios. This process is complex, but not necessarily complicated.



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