Crescendo Capital
Crescendo Capital
Crescendo Capital

Fund
Research &
Due Dilligence 

01

fund Research

"Crescendo has a long track record of allocating capital to external asset managers across investment strategies. Over this time, we have developed a strong network that supports our activity and helps us identify new talent as well as manage risk."

- Robert Kleinman, CEO Lloyd Crescendo Advisors & Head of Operational Due Diligence

02

fund research

Key Facts





  • Dedicated direct lending & fund investment team

  • Proprietary CRM & Analytical Database

  • Network of prominent managers and direct deals

 

 

 

 

                       

 

We carry out our Fund Research activities to both support our multi-manager portfolios as well as provide advisory services both internally and externally to investors.

 

When it comes to investing, the activity of identifying a great idea and implementing it are to distinct, but equally important tasks. A poor manager selection to express

an idea can result in disappointing performance results.

 

Investing in external managers is more than just investment risk. External managers are businesses and risks go beyond just performance. Operational, Reputational

and Keyman risks are some of the important considerations.

 

In certain strategies, the number of investment funds can be almost as numerous as the underlying assets in the funds (e.g. U.S. equities). With some many managers

to choose from, it is important to know what are the right questions to ask and how to filter the options.

 

 

 

 

 

Crescendo Capital

03

Fund Research 

Fund Research Philosophy

The best manager is not always the best performer. While strong performance is important, so are criteria such as consistency, risk management, approach and operations. We analyse managers through different lenses to get a more complete picture.

Understanding the need for a manager is one of our primary considerations. When it comes to building balanced portfolios, it is important to find managers who are strong absolute performers and have limited correlation to other investment strategies in a portfolio. For example, CTA managers have not been the strongest performers recently, but in 2008, this strategy was among the best performing of all strategies and investors who had CTAs in their portfolios were able to limit overall portfolio losses.

04

FUND RESEARCH

Crescendo Solutions

Where looking to establish a bespoke solution, seeking advice and support in the area of fund research and due diligence or any other need, we welcome the opportunity to co-create a solution with our clients.

Our manager universe includes both traditional as well as alternative investment strategies. To learn more about this activity, please get in touch with us.

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Crescendo Group Investment Funds, Solutions and Services
The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of Crescendo Group  its affiliates, managers, officers, or employees (hereafter “Crescendo”) and has no legal or contractual value.  Furthermore, any reference to a specific security in any published material  is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. No measures have been taken to adapt and content on this site to an individual investor who remains responsible for his own independent decisions. Any investment in the funds, solutions or services presented on the web site must be made in conformity with the related legal documentation in force, as approved, where applicable, by the regulatory authority in your country. Investors are advised that they should consult the offering documents of any fund, solution or service before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

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Tax treatment depends entirely on the financial situation of each investor and may be subject to change. It is recommended that investors obtain the appropriate expert advice before taking any investment decisions. The value of the units referred to may fluctuate and investors may not recoup all or part of their original investment. Investors should consult the offering documents for further details on the risks involved.

Disclosure in respect of Crescendo

Any reference to Crescendo in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.
Crescendo Capital S.A., registre du commerce de Genève with registration number CHE-111.788.255

Crescendo Venture Partners, Guernsey Registry, under number 65526

Crescendo Real Estate Partners, Guernsey Registry under number 56786

Lloyd Crescendo Advisors LLC, registered in the State of Delaware under number SR 20164563083

Crescendo Advisors International Limited, Guernsey Registry under number 49735

Crescendo Bahamas Ltd, Registrar General Bahamas under number 203292 B

Crescendo Greater China, Companies Registry of Hong Kong under number 2813866

Crescendo Uruguay (Bliyery SA) registered in Montevuideo Uruguay under number 6710546

Crescendo Private Capital Solutions Ltd, Companies House Cardiff UK, under number 8653075

 

 


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Taxation
The tax treatment depends upon the personal situation of each investor and may be subject to modification. Before taking any investment decision whatsoever, all investors are recommended to seek specific advice from a professional in the sector.

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