Since 1998, the dedicated structuring team behind Portfolio Platform™ has been delivering Northwater's proprietary investment policy implementation service to a wide range of global clients. The team manages over U.S. $9 billion in structured portfolio solutions. Whether clients use Northwater's own market-neutral fund of hedge funds, alternative alpha sources, or a combination, Portfolio Platform™ is intended to provide an open, flexible platform that lets clients implement their best investment ideas, while overlaying alpha on top of their preferred asset mix. A comprehensive investment policy implementation system In addition to negotiating, drafting, and executing all agreements, monitoring portfolio exposures, managing settlements and liquidity, and providing mandate reporting and performance attribution, the Portfolio Platform™ service provides: The ability to port alpha across an entire portfolio in a cost-effective manner - with complete flexibility in choosing one or multiple alpha sources Implementation of investor-defined market (or beta) exposures through futures and swaps Liability-driven investment solutions, with a portfolio structure that's customized and seeks to meet specific client objectives.
For more information about how Portfolio Platform™ can help you achieve better portfolio performance, please contact: Stephen Foote, CFA Vice President (416) 360-5203 sfoote@northwatercapital.com Bob Kulperger Vice President (212) 307-6060 rkulperger@northwatercapital.com