Portfolio Management

Setting up the alternative investment fund with regulated portfolio management

When setting up your alternative investment fund (AIF), KENDRIS Capital assumes the fund’s management. While you may act as the advisor to your fund, we provide the regulated portfolio and risk management functions. We work closely with you as we execute the investment strategy and monitor the investment process.

Tasks within our AIFM portfolio management division include:

  • Receiving investment recommendations from the investment manager
  • Reviewing due diligence files for testing against applicable risk metrics
  • Completing pre-trade checks and look-through Know Your Transaction (KYT) formalities
  • Routing orders for execution
  • Completing post-trade checks

More AIFM services

Risk Management

Continuous monitoring and assessment of the investment and management risks.

Marketing and Distribution

Assessing the right marketing strategy for alternative investment funds.

Reporting

Continuous tracking of the portfolio, tailored investment reporting, and further risk reporting solutions.

Fund Set-up and Launch Support

End-to-End management of the fund set-up process, regulatory compliant.

Key contact

Ioannis Gaiganis
Ioannis Gaiganis
CEO
T +357 24205302
Sara Gunnervik
Sara Gunnervik
Executive Director
T +357 24 63 89 21
Vincent de Rycke
Vincent de Rycke
Executive Director
T +357 2463 1300