Family offices provide a wide range of services for the family members and, by partnering with Frontier for a portion of their investment strategy, could significantly improve both performance and operational efficiency by taking advantage of our leading investment strategies and support services.
Due to the longer time horizons afforded by managing multi-generational wealth, many family offices have sought to have an “endowment style” asset allocation. For the family office that recognises the benefits of indexing but wants to avoid the extra fees and costs associated with the use of ETFs and index funds, Frontier can complement your portfolio by providing a highly diversified multi asset class core. Many family offices have a large allocation to hedge funds; Frontier Global Hedge provides an efficient, very liquid and low cost method to access hedge fund returns while minimising single manager event risk.
Having a well thought out and written Investment Policy Statement (IPS) is now recognised as global best practice in the asset management industry and yet we meet many family offices who do not have a written document. The IPS provides a road map for the investment management strategy as well as key benchmarks so that success can be measured. Often, many of the key elements of the IPS are known by the investment team but have not been clarified and codified into a written document. Frontier can help by working with you to identify your unique goals and objectives and then formulate these into a clear Investment Policy Statement.
Frontier has a large commitment to both staying at the leading edge of developments in asset management and in sharing this information with our clients and the industry. Our monthly “4 Pillars of Investing” seminar provides an excellent overview of the key issues confronting all serious asset managers and a review of the investment strategies of some of the world’s leading investors: the US University Endowment Funds. We also hold a monthly “Hedge Fund Masterclass”.