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Integrated Fund Management

Atlantic’s Integrated Fund Management (IFM) services facilitate oversight and management of total fund investment policy.  Through discussions on investment policy and risk tolerance, Atlantic builds a customized program for each client that ensures the desired total fund risk level and asset class exposures are maintained.  While total fund re-balancing is the bedrock of this service, cash securitization, manager transition services, and customized global allocation are also available. 


Total fund re-balancing involves monitoring all assets as frequently as daily, and acting on pre-determined re-balancing triggers for each asset class.  Re-balancing typically occurs four to twelve times per year, depending on risk management goals; and is implemented using derivatives or cash assets, based on client guidelines and cost efficiencies.






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