1994 – 2001 Management of various mutual funds at private banks
2001 – 2004 Development and management of a quantitative, model-based and market-neutral US equity hedge fund
2004 – 2007

Management of Funds of Hedge Funds

2005 Development of the first straight-thru hedge fund due diligence platform for a renowned Swiss Private Bank:
  • Calculation and monitoring of optimal loan-to-value ratios on single hedge funds
2006 – 2007 Further development of hedge fund analysis platform:
  • First offering of full service hedge fund due diligence reports (Gold Service)
  • First offering of portfolio reports for multi-manager funds
2007 Asset Management business sold, focus entirely on fund analysis and hedge fund due diligence services through SwissAnalytics
2008 Received ISO 9001-2000 certification
2009 Further development of fund analysis framework:
  • Widened scope beyond hedge funds to include private equity, managed accounts, long-only funds, UCITS
  • Increased granularity of Due Diligence framework to 220+ unique risk factors (from 140)
2010 Introduction of new services:
  • Silver Due Diligence – A cost-efficient, light-weight version of existing Gold Due Diligence service (120+ unique risk factors)
  • Legal Documents Review offered as a stand-alone service
  • Received ISO 9001-2008 certification
2012 Introduction of additional report:
  • Managed Account Due Diligence – A dedicated report taking into account the unique features of separately managed accounts

In the News

December 17, 2013
New White Paper: “Managing” Fees for Collective Investment Schemes

As we approach the holiday season it is a good time for some New Year’s resolutions. A very meaningful resolution would be to not only focus on performance but also about potential drags such as fees and expenses.

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