Meeting the complex needs of
today's institutional investors.
Kelson Group accesses all major institutional sectors with a primary concentration in Taft Hartley Pensions, Public Pensions, Corporate Pensions, Foundations and Endowments, and Family Offices. These sectors provide the most significant and consistent commitment to alternative investments based on current and projected market data and research.
Kelson Group employs a process driven approach to identify premier investment strategies and partnerships. We use both a qualitative and quantitative analysis to understand each prospective team. Prior to assignment, our diligence process includes multiple meetings; feedback from independent industry sources; performance record review and comparison; completion of a detailed questionnaire, and key personnel background checks.
SERVICES
Our advisory services ensure that our clients are positioned strategically to stay engaged with both investors and prospective investors on a continual basis. Premier firms should be positioned as a resource to provide insights on the markets, economy and policy to maintain and to enhance their visibility with the investor community.
Our advisory services work proactively with clients to achieve a more comprehensive relationship with institutional investors. Specific services include:
- Coordinate strategic meetings with institutional investors
- Consult on marketing materials and communications
- Advise on platform expansion of new strategies
- Schedule featured speaking engagements at industry events/conferences
- Facilitate proactive interaction with advisors/consultants
- Develop formal marketing plans/research
STRATEGIES
Kelson offers a broad spectrum of long only equity, fixed income, hedge funds, private equity, and real estate managers. We engage with managers who have distinguished themselves over many years versus their peers and that possess superior qualitative and quantitative attributes. Our current managers include:
Long Only:
- International growth, EAFE and ACWI ex-US
- Domestic, large cap growth
- Domestic, small cap growth
- Domestic, fixed-income, liquid investment grade
- Domestic, bank loans
Direct Hedge Funds:
- Credit, event driven
- Equity, distressed and troubled geo-political regions
Hedge FOF Strategies:
- Global equity long/short
- Emerging markets long/short
Private Equity:
- Global, value add opportunistic real estate
- Domestic, private equity FOF, small/middle market
Kelson distinguishes itself by understanding the intricacies of each institutional investor we call upon. We invest the time to be intimately familiar with the decision process and the individuals involved. Each representative works closely with investment staffs, board members, and advisors based on their involvement with each respective system.