Thursday , April , 24 , 2014
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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.

 

 

 

Footnotes

 

Past performance is no guarantee of future results. No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission. Information has been obtained from sources believed to be reliable but not guaranteed. All investments managed by Atlantic or otherwise described herein entail risks, including risk of principal loss.  Please see the “Terms of Use” page of our website for important information and disclosures relating to this website and our services.  This is not a recommendation or offer of any particular security, strategy or investment product, but is distributed for educational purposes only.