Handpicked portfolios
Every investment selected and nurtured with care
We have been managing hedge fund portfolios on behalf of institutional investors for over 20 years. We offer a fully tailored approach to pension funds, sovereign wealth funds, insurance companies and family offices to create comprehensive, outcome-orientated solutions. We aim to build long-term partnerships with our institutional clients and meet the individual challenges that each face.
Our institutional solutions are coupled with Proximity®, Aurum’s unique technology solution that provides our investors with up-to-date online access to their portfolio and associated risk analytics and qualitative portfolio insights.
Aurum is seen as a ‘stable backbone’ to our hedge fund allocation. Our portfolio’s low volatility and low correlation to traditional and alternative investments, adds meaningful value to our alternatives allocation.
European Occupational and Municipal
Pension Fund Client
Bespoke Portfolios
These are crafted to investors’ specific risk and return objectives and are available in a variety of structures including traditional managed accounts, offshore or EU domiciled fund of ones. Over 60% of our assets under management are held in bespoke portfolios, demonstrating how highly regarded they are by our clients.
Our bespoke solutions are coupled with Proximity®, Aurum’s unique technology solution that provides our investors with up-to-date online access to their portfolio and associated risk analytics and qualitative portfolio insights.
Key statistics since inception:
< 2.3%
annualised volatility*
> 78%
positive months*
> 2.34
sharpe ratio*
> 6.5%
compound annual returns*
< 0.24
correlation to msci world†
< -0.06
correlation to bgab‡
Commingled Portfolios
We offer a range of long-standing multi-manager funds with differing risk and return characteristics which have demonstrated consistent returns with little correlation or beta to traditional markets.
Key statistics since inception:
< 3.0%
annualised volatility*
> 74%
positive months*
> 1.11
sharpe ratio*
> 5.6%
compound annual returns*
< 0.25
correlation to msci world†
< 0.09
correlation to bgab‡
AIFMD compliant Irish domiciled funds
Some of these Irish domiciled funds are available to investors in the following jurisdictions: Ireland, Netherlands, Denmark, Sweden, Spain, Germany, Portugal, Italy, UK, Finland, Norway
