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ADVISORY
Benefits to Managers:
Hedge Fund
Private Equity
Real Estate
(4a) advisory committees
To maintain the objectivity of the manager selection process, an Advisory Committee is established for each edition of our Forums to review manager submissions and make recommendations to the producer. The Committee is comprised of:
- Endowments
- Foundations
- Institutional Investors
- Family Offices
- Funds-of-Funds
Each Advisory Member is required to complete a simple "Investor Committee Manager Review Form" which asks members:
- Are you familiar with this fund?
- Are you familiar with the manager?
- How interested are you in seeing this fund’s strategy represented? (Rate 1-5)
- How interested are you in seeing this fund represented? (Rate 1-5)
- When appropriate, additional comments are also provided.
This information is compiled into a matrix that enables IvyPlus to identify those funds and strategies that the Advisors found most interesting. Since Advisor profiles are similar to that of the "Investor Guest List", this process will result in a timely and compelling selection of managers.
Hedge Fund
Private Equity
Real Estate