Coeli Asset Management

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Coeli Asset Management is a Nordic Multi Manager with a global distribution. We employ 25 people and manage 7 billion SEK. Coeli Asset Management is a part of the Coeli Group which is active within three business areas: Asset Management, Private Equity and Wealth Management.

Coeli was founded in 1994 by an entrepreneur with a mission to provide independent asset management to entrepreneurs and HNWI. Our founder felt that there was a gap between investors and the asset managers, where the same solutions were offered everywhere. The lacks of new ideas lead to the lack of value creating solutions. In 2000 we launched our first fund of funds. The last ten years, when evaluating and screening funds, we learned what characterizes successful fund managers.

Over the years we have acquired asset management teams within a broad range of asset management strategies. All teams are still characterized by the same mission to add value through active management with a long and sustainable view on asset management. We believe that effort and commitment is just as important as any other parameter in successful asset management.

Today we manage hedge funds, long-only equity funds and strategic portfolios. All characterized of the same commitment to create value for our investors.  

 

Northern Trust Hedge Fund Services

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Northern Trust Hedge Fund Services is a leading provider of administration and middle office services for hedge funds and institutional investors with complex portfolios and product types.  NTHFS’ capabilities change the relationship between managers and administrators through a full service, front-to-back office operating model that provides unparalleled flexibility in data management and reporting.

Its Hedge Fund Passport™ application provides real-time transparency into operations, interactive utilities to support investor servicing and cash management, and virtually unlimited strategy and attribution tagging capabilities.  Leveraging a powerful combination of innovative technology and superior service, NTHFS aims to become a natural extension of its clients’ business.

Achieve Operational Alpha® through an accurate, controlled, real-time operations environment that helps you focus on executing your strategies and increasing your competitive edge.

Stockholm School of Economics

Logo_140x90_Swedish-House-of-FinanceThe Stockholm School of Economics (SSE) is one of Europe’s leading business schools, with a unique business community network, private funding and little dependence on government support.
About 2,000 students are registered in programs at various levels (the executive education programs excluded). SSE research programs rank among the best in the world in areas such as Marketing and Strategy, Finance and Economics to name but a few.

Cooperation with the Business Community
SSE was founded in 1909 on the initiative of Swedish business leaders, and the School has maintained close ties with the business community ever since. Many companiess are eagerly waiting for the opportunity to participate in SSE’s Corporate Partnership program, and SSE has no difficulty in recruiting business leaders for its Board of Directors.

International Networks
SSE has earned a reputation for excellence, both here in Sweden and around the world. The School collaborates with several leading institutions of higher education around the world. In 1999, SSE became the first Swedish university to be fully accredited by EQUIS (The European Quality Improvement System). This means that our teaching and research in all fields have been found to meet the most rigorous international criteria.

SSE is the Swedish member institution of CEMS (the Golbal Alliance in Management Education). Only one business school in any given country is admitted to CEMS, through which Europe’s 28 leading business schools and approximately 70 multinational corporations collaborate.

SSE is also the only Nordic representative in ICEDR (International Consortium for Executive Development Research), a society comprising the 25 foremost business schools (Harvard University, MIT, Wharton, among others) of business and 40 of the leading corporations (ABB, Deutsche Bank, Unilever, Ericsson to mention a few) in the world.

Executive Education at SSE
IFL Executive Education at SSE is a subsidiary of SSE that offers open enrollment and customized programs for key personnel in private enterprise and public administration. IFL Executive Education at SSE offers development programs of the highest quality aim to enhance the competitive strength of firms, organizations and individuals.

Magnusson

Logo_140x90_MagnussonMagnusson is a full service business law firm with offices in Stockholm, Gothenburg, Helsinki, Copenhagen, Malmö, Oslo, Minsk, Moscow, Tallinn, Riga, Kaunas, Vilnius, Warsaw, Kiev, Berlin and Hong Kong. Magnusson was founded in 2004 and currently has 16 offices and more than 250 employees around the world.

The firm offers seamless legal services in all countries across the Baltic Sea Region and beyond and combine strength at each of domestic market with experience in close cross-border collaboration. For companies with operations in several countries in this area, Magnusson serves as a one-stop-shop provider and manager of legal services. Magnusson also provides seamless global coverage through strategic alliances with top firms outside the region, including UK, China and the US.

Magnusson is frequently awarded and has for the past three years been appointed “European Law Firm of the Year” at the British Legal Awards. Magnusson was in 2011 appointed “Law Firm of the Year in the Nordics” and became “Best Law Firm” in Sweden in 2012 and 2013.

Efficient Capital Management

Logo_140x90_EfficientEfficient Capital Management, LLC has a well-defined focus on delivering the unique benefits of non-directional and leveragable trading strategies to institutional investors.

Our History

Efficient Capital Management® was formed on May 1, 1999. The founders share a strong conviction that their combined experience and proprietary evaluation and risk management tools provide the foundation for industry leading Multi-Manager product design and portfolio management.

The key to any business is the character and the combined strengths of the people involved. Eleven industry professionals came together with the common goal of establishing an industry-leading Multi-Manager portfolio management firm that specializes in providing the unique and beneficial attributes of trading in cash-efficient and liquid markets.

Four of our founders were also founding partners in some of the most successful and innovative trading firms ever to trade futures, options and stock:

Chicago Research & Trading Group
Hull Trading Company, LLC
The Philip Group of Companies
Saliba Partners, Inc.

Efficient Capital Management® has grown to a team of over 40 full-time professionals and directs the nominal allocation of over US $2 Billion in assets as of December 1, 2011. The dedication, commitment, and focus have remained unchanged.

Our Objectives
To assemble portfolios of Managers that target specific investment return objectives while controlling the volatility and downside risk so as to maximize the adjusted rate of return.
To consistently achieve a substantial reduction in the volatility of a combined portfolio of Managers as compared to the volatility of any individual Manager.
To actively manage portfolios to ensure that the investment objectives are continuously addressed and the commensurate risks constantly monitored.
To assist institutional investors in the maximization of portfolio efficiencies through the use of non-directional, non-correlated, alpha-generating trading strategies.

Our Process

Efficient Capital Management® specializes in Multi-Manager portfolio design and management business. A highly quantitative, proprietary approach is used to select and monitor portfolios. Proprietary tools have been developed to statistically measure volatility, return, and drawdown expectations across various time-frames. Daily return data is utilized for evaluation purposes and multiple proprietary correlation models are used to assist in achieving significant composite volatility reductions. These mathematical models consider correlations from various perspectives with an emphasis on “stressed” market environments. A parallel back-office updates all positions and portfolio adjustments intra-day. Traders and their positions are continuously monitored against expectations for risk and profit.

Our Portfolio Attributes

Because Efficient Capital Management® exclusively utilizes regulated, exchange-traded instruments and inter-bank foreign exchange, several critical management/portfolio benefits accrue for our investors:
Continuous position and risk transparency.
Daily liquidity.
The ability to adjust the exposure to individual trading strategies to optimize risk-adjusted return.
The ability to target specific investment objectives by efficiently adjusting exposure to the composite performance.
“Non-directional” trading strategies that can potentially benefit during declining stock and bond markets.
Diversification strategies, that when added to other investments, often reduce the composite risk.

Our Multi-Manager Selection

The Efficient Capital Management® Manager selection process includes a number of essential requirements. A few examples are:
The Manager must have the proper character, background, experience and business structure.
The trading methodology must be logical, reasonable, and sound.
The statistical expectations of return, volatility of returns, and risk control must qualify the manager as “stand alone” investment grade.
The correlation relative to other Managers must evidence unique portfolio benefits over time… especially in stressed global market conditions.
The Manager must meet rigorous minimum statistical benchmarks.

Trading Involves Substantial Risk of Loss / Past Results are not necessarily Indicative of Future Results.

Deutsche Asset & Wealth Management

Logo_140x90_deutsche-awmDeAWM is part of the Deutsche Bank Group, one of the world’s leading financial services companies. Deutsche Asset & Wealth Management (DeAWM) helps individuals and institutions worldwide to protect and grow their wealth. DeAWM is one of Deutsche Bank’s four strategic pillars and an integral part of the bank’s long-term growth strategy. DeAWM has about € 944 billion in invested assets, 6,000 employees and is present in 35 countries.

In the Nordic region we offer traditional and alternative investments across all major asset classes. We also provide wealth management solutions to high-net-worth clients and family offices.

Our Alternatives and Fund Solutions platform has about € 44 billion of assets across hedge funds, private equity and fund & retirement solutions. The platform consists of two managed account hedge fund platforms: dbalternatives & dbSelect. These two platforms offer:

  • Open architecture approach provides access to Deutsche Bank and third-party investment managers
  • ‘Best of both worlds’ solution: Access to a wide range of strategies and managers, combined with Deutsche Bank‘s rigorous oversight and controls
  • Allow institutional and retail investors to make hedge fund investments in a secure, liquid and transparent format
  • Investors can directly access the hedge fund platforms via existing UCITS fund structures
  • Industry-leading risk management systems