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Investment Solutions:

Customized Strategies

Customized Solutions Expertise

Graham has a long track record of partnering with institutional investors, consultants, and advisors to develop customized solutions that meet specific portfolio objectives.

→  Tilting Outcomes: Risk Mitigating Strategies
Building upon our extensive experience in a diverse range of liquid, diversifying strategies, Graham’s framework for Risk Mitigating Strategies offers complete, scalable solutions to align with client goals.  Strategies can be designed to complement a client’s core holdings and target specific risk/reward objectives, including long term return objectives, equity crisis protection, or targeting specific market betas.

Customization Capabilities

Investor Objectives

  • Model Portfolios: Complete, scalable solutions that blend quantitative strategies and/or discretionary
  • Individual Funds: Solutions aligned to specific objectives and strategies

Structure/Vehicle Types

  • Private Investment Vehicles
  • Managed Accounts, including sub-advised mutual funds (’40 Act) and UCITS
  • Fund of One

Investment Guidelines

  • Customized Strategy Blends
  • Sectors Traded
  • Markets Traded
  • Instruments Traded
  • ESG/SRI Constraints

Risk Limits

  • Volatility Targets
  • Leverage / Exposure
  • Beta Capping
  • Customized Risk Limits

Our Investor Relations Team

Please reach out to us if you are interested in having an iterative discussion to see how Graham can help you better meet your portfolio objectives.

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The risk of loss in trading commodities can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage that is often obtainable in commodity trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains.

In some cases, managed commodity accounts are subject to substantial charges for management and advisory fees. It may be necessary for those accounts that are subject to these charges to make substantial trading profits to avoid depletion or exhaustion of their assets. The disclosure document contains a complete description of the principal risk factors and each fee to be charged to your account by the commodity trading advisor (“CTA”). The regulations of the commodity futures trading commission (“CFTC”) require that prospective clients of a CTA receive a disclosure document when they are solicited to enter into an agreement whereby the CTA will direct or guide the client’s commodity interest trading and that certain risk factors be highlighted. This brief statement cannot disclose all of the risks and other significant aspects of the commodity markets. Therefore, eligible investors should carefully study the disclosure document to determine whether such trading is appropriate for you in light of your financial condition. Eligible investors are encouraged to access the disclosure document by contacting Graham, which will be provided  at no additional cost. The CFTC has not passed upon the merits of participating in this trading program nor on the adequacy or accuracy of the disclosure document. Other disclosure statements are required to be provided to you before a commodity account may be opened for you.  By accepting the terms of this statement and entering the site you are confirming your understanding of this statement.

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