Building a hedge fund portfolio requires a disciplined approach. Mercer’s portfolio construction refresh highlights important considerations and pitfalls in successful hedge fund portfolio construction. 

Hedge funds can be used as a powerful diversifier from traditional equity and fixed income risks in a well constructed investment portfolio. However, building a hedge fund portfolio requires a disciplined approach.

In this hedge fund portfolio construction paper, we break down the important considerations (and pitfalls) in successful hedge fund portfolio construction, to maximize the likelihood of achieving the long-term goals of the investment program.

At Mercer, our team of alternative investments specialists are dedicated to helping you create a hedge fund portfolio that aligns with your organization’s investment objectives. With our extensive knowledge, deep expertise, and global scale and resources, we can provide you with access to a wide range of alternative investments tailored to your specific needs.

By partnering with Mercer, you gain access to a wealth of experience and a flexible approach that can accommodate both first-time investors in alternative investments and those with established portfolios. Whether you’re exploring private debt or other alternative investments, our team can guide you through the process and help you achieve your investment goals. Take the first step towards constructing a successful hedge fund portfolio by contacting a Mercer consultant today. We are ready to assist you in navigating the complexities of alternative investments and creating a strategy that fits your unique requirements.

Managing the allocation as a portfolio of complementary exposures can potentially improve the probability of success.

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