For institutional clients and family offices, we custom-design investment portfolios with specific characteristics as to strategic and sector allocation and market and manager exposure to meet the desired risk/reward profile. We have substantial experience in the development and management of ‘white-label’ or ‘private-label’ investment programs which utilize equity, fixed-income and other specialists investment managers. We successfully advised institutional clients in the development of multi-compartment mutual funds (UCITS/SICAV) domiciled in Dublin and Luxembourg, and were actively involved in their regulatory approval process and listing on the local Exchange. Our firm received approval by European regulators to act as investment advisor and allocator for traditional and alternative investment programs that can be distributed in the European Union.

Emcor maintains a proprietary database of traditional as well as alternative investment managers. Manager evaluation and selection are based on qualitative analysis of the manager’s strategy, performed by a team of investment professionals with extensive direct experience in hedge funds and risk management. Qualitative analysis helps assess the manager’s ability to generate returns, the strategy’s scalability, and its risk management process, including an extensive assessment of the operational risk of a manager. Quantitative studies help us analyze the manager’s historical risk/reward profile, its correlation to other managers, and its optimal percentage weighting in the portfolio.