EnTrustPermal offers investment solutions through customized portfolios, co-investments, direct investments and established funds across alternative strategies including diversified, strategy focused and opportunistic. EnTrustPermal has distinct teams that are responsible for investment research, operational due diligence and risk management.
Manager Search and Due Diligence
EnTrustPermal has a robust due diligence process to select independent investment managers, relying on quantitative and qualitative tools. Investment Research focuses on various strategies including Global Macro, Credit, Fixed Income, Event Driven, Equity, Activist and Liquid Alternatives. Given EnTrustPermal's deep relationships with managers across the globe and our reputation as an experienced investment partner for high-conviction ideas, EnTrustPermal may source bespoke opportunities that are not available to outside investors.
EnTrustPermal employs an extensive process for providing clients with highly customized solutions for all of their alternative hedge fund investment needs. Working together with clients, EnTrustPermal defines investment objectives and guidelines, assesses risk and return objectives, liquidity parameters, guidelines on strategy exposures and manager concentration, preferred legal structure and governance, and fee structure. EnTrustPermal helps advance the goals of our clients by creating dynamic portfolios while providing ongoing monitoring and reporting.
Risk Management and Performance Monitoring
Risk management is an integral part of manager selection and monitoring. EnTrustPermal utilizes a proprietary analytical risk monitoring system to account for risk on both the individual manager and broader portfolio level. EnTrustPermal's risk management process includes constant communication with underlying managers and daily monitoring and analysis of material positions in the portfolio.
Operational Due Diligence
EnTrustPermal conducts thorough operational due diligence on all managers to identify potential non-investment risks, including on-site diligence meetings with key personnel and in-depth analysis of processes and controls. Utilizing a proprietarty scoring system, EnTrustPermal performs ongoing monitoring of invested and potential managers, including a review of company structure, portfolio characteristics, pricing, trading, execution, risk management, service providers and business continuity.
These securities are offered through EnTrustPermal Securities LLC., a Delaware limited liablity company
registered with the Securities and Exchange Commission as a broker-dealer and a member of the Financial Industry Regulatory Authority
and Securities Investor Protection Corporation www.finra.orgwww.sipc.com.
Nothing on this Website shall be deemed to constitute an offer of securities. This Website and the content has been reviewed and approved by EnTrustPermal Securities LLC.
Check the background of EnTrustPermal Securities LLC on FINRAs BrokerCheck at brokercheck.finra.org
To the extent that material on the Website is issued in the UK, it is approved for the purposes of S.21 of the Financial Services and Markets Act 2000 by EnTrustPermal Ltd.,
which is authorized and regulated by the U.K. Financial Conduct Authority (“FCA”), save where a particular part of the Website is directed at exempt recipients only.