A Swiss family office is seeking to allocate $5 million to liquid alternative investment strategies, including hedge funds, managed futures, commodities, and funds providing exposure to the future energy ecosystem. The mandate represents the alternative investments allocation for one of the family office’s underlying clients, a trust structure with U.S. beneficial ownership.
Search Criteria
- Universe: Liquid alternative strategies, including hedge funds, managed futures, commodities, and funds with exposure to the future-of-energy ecosystem, such as solar, batteries, and related infrastructure/value chains.
- Vehicle / Structure: Given the mandate size, fund-of-hedge-funds solutions may also be considered.
- Reporting: Managers must report at least quarterly and provide look-through transparency on relevant risk factor exposures.
- Benchmark: Managers may define their own benchmark, provided it is publicly available and investable. The benchmark may include an allocation to cash.
- Tax Restrictions: Investments in Passive Foreign Investment Companies (PFICs) are not permitted.
Minimum requirements
- Minimum track: 3 years (Composite or fund level)
- Minimum firm AUM / strategy: None
Other criteria
- Leverage allowed
- Derivatives allowed
- Cash positions allowed
Investment vehicle
- Fund investment
- Custodian: Vontobel SFA or Sarasin (accounts are already open)
Process outline
- Process: Short list 2-3 ideas and the client will decide in the course of July-August 2026
- Implementation – after
Performance data
- USD, gross
- If you submit a composite or single portfolio, please provide the returns of the fund itself (see Q8)
Deadline
June 19, 2026 (Cut-off: Midnight CET, Expiry date inclusive)
To review the search and apply, asset managers need to register here on globalfundsearch.com and locate the respective RFPs.
