Portfolio Management
When setting up your alternative investment fund (AIF), FalconVest Management Group usually assumes the fund’s management. The following models are available for setting up the portfolio management service:
Delegation model
The Fund Manager assigns the Portfolio Management to the
- Asset Manager
- Fund Manager
- Private Bank
- Investment Manager
while continuing to supervise and oversee the function.
Advisory model
The Fund Manager appoints the
- Asset Manager
- Fund Manager
- Private Bank
- Investment Manager
- Other Advisor
as Investment Advisor relating to Portfolio Management.
Investment committee
The Fund Manager establishes an Investment Committee, which acts as consultant/advisor to the Portfolio Management. The
- Asset Manager
- Fund Manager
- Private Bank
- Investment Manager
appoints its members, leveraging their expertise to enhance the fund’s investment decision-making process and ensure alignment with the fund’s objectives.