Investment consultancy

GFA has completed manager searches for some of the world's leading investment groups:

• Julius Baer Investment Services in Zurich engaged us to identify a Latin American manager for their Luxembourg Sicav (awarded to Banco Santander).
• ING Barings engaged us to identify a manager for a multi-million dollar multi-manager hedge fund mandate.
• GFA restructured the investment portfolio of Switzerland's largest pharmaceutical fortune.

We have also restructured the investment portfolio of Switzerland's largest pharmaceutical fortune.

GFA has advised a number of multi-manager schemes, including Market Wizards Funds, Market Wizards LLC, Argos Funds (Gadd Multi-Strategy Fund), and Fortune Opportunities (a fund investing in Fortune's emerging managers). GFA is also advisor to Fortune's Emerging Manager Programme, a series of syndicated transactions to seed new managers. Our work has also included research projects for some of the world's leading firms of consulting actuaries.

Our work has included research projects for some of the world's leading firms of consulting actuaries.

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Fortune Funds Ltd

Fortune Funds Ltd is a groundbreaking initiative between GFA and its investment management parent company, Fortune Asset Management Limited (FAM). FAM is a fully-fledged UK asset management firm, authorised and regulated by the Financial Services Authority (FSA).

Under the Market Wizards name, we have created a range of multi-manager funds to enable banks, asset managers and pension funds to draw on the resources of GFA's experienced team of analysts and offer cost-effective solutions. The funds are all built around the same portfolio of underlying managers with carefully calibrated leverage offering different risk return profiles. The unique quality of the funds is the very low inter-correlation of the managers in the portfolio.

To select managers, we use a rigorous four-step quantitative selection process:

1. database screening
2. general risk
3. peer group risk
4. specific risk

Each fund is assessed on four broad categories:

1. investment style
2. adviser group
3. risk management
4. performance history.

We also advise on strategic and tactical asset allocation, sub-fund monitoring and portfolio diversification.

For more information on our investment consultancy services, please contact us today on + 44 (0) 207 355 3355 or email us at info@fortune.co.uk.

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