Customized Portfolio Solutions
- Collaborative solutions for clients seeking risk-adjusted alpha, liquidity, and capital preservation
- 70% of AUM in custom-tailored portfolios*
- Discretionary and non-discretionary investment support
K2 is keenly focused on finding the appropriate investment solution for each individual client, and very often that means custom tailoring a solution to meet specific and targeted needs. Approximately 70% of all assets under management are maintained in custom portfolios, representing a broad client base comprised of public pension plans and other institutional investors. K2’s commitment over the years to transparency and obtaining holdings-based manager data has facilitated the development of robust systems that possess the quantitative depth and breadth necessary to model and construct specialized portfolios.
*As of July 2014