Discretionary Asset Management
Institutional Investment Consulting
Forefront offers a select group of advisors a unique partnership opportunity, helping them to grow their practices and offer clients differentiated risk-based asset allocation and inventories of potential customizable fulfillment options, as well as marketing and communications support.
Forefront manages discretionary assets for institutions and individuals and directly manages hedge fund beta strategies for access to alternative risks as portfolio diversifiers. We use our proprietary analytics and focus risk drivers as well as our knowledge of fund strategies and managers to better serve the investment purposes of our clients.
Forefront has deep experience in portfolio design, investment selection, alternative investments and manager assessment consultancy, offering asset allocation advice, risk and risk factor-based assessment, and special alternative investment consulting.
Is your ESG portfolio aligned with the rest of your investment goals?
More and more investors are choosing ESG approaches for their portfolios, but solutions that incorporate “alternative” risk factors for greater diversification, while staying relatively liquid, have been scarce.
Watch for a quick overview of Forefront’s innovative approach...
A “liquid alternatives” factor-based product offering augmented diversification to a traditional stocks & bonds portfolio, while seeking to deliver substantial, measurable social benefit:
Forefront Impact Resiliency Strategy