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Home > Advisory > Allocator Advisory

Allocation: Empowering Alt Investment Decision Makers

Come to us with your firm’s most pressing challenges. Arootah Allocator Advisory supports allocators across Investments and Operations to propel your business forward.

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Allocator Advisory Services

In the dynamic landscape of alternative investments, Arootah stands at the forefront, offering specialized Allocation services. Our suite of services is meticulously designed to cater to the diverse needs of Allocators within the hedge fund industry. We understand that each segment of our clientele – from Family Offices and Institutional Investors to Endowments, Foundations, High-Net-Worth Individuals, and Fund of Funds – has unique challenges and objectives. Our goal is to empower these entities with strategic insights and effective tools that enhance their decision-making processes and drive successful investment outcomes.

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Summary of Services

Our comprehensive Allocation services include:

Outsourced Due Diligence: Providing thorough analysis of investment and operational aspects of funds.

  • Best Practice Reviews: Assessing and improving allocation processes and procedures.
  • Due Diligence Training: A 10-Week MasterClass tailored for professionals in the allocation space, imparting advanced due diligence skills.
  • Outsourced Expert Fractional Consultants: Offering expert guidance in specific areas of fund allocation.
  • Decision Manager Allocation Scoring Tool: A sophisticated tool for systematic fund evaluation.
  • Talent Acquisition Services: Specialized in recruiting full-time professionals suited to the unique requirements of the alternative investment sector.

At Arootah, our approach is to deeply understand the nuances of each group within our target audience and deliver customized solutions that align with their specific needs. By providing these strategic insights and tools, we enable our clients to navigate the complex world of alternative investments with confidence and success.

Target Audience

Arootah’s Fund Allocation services are meticulously designed to meet the specific needs of Allocators to the hedge fund industry. Our target audience includes:

1. Family Offices

Both single and multi-family offices with diverse investment interests.

2. Institutional Investors

Entities like pension funds, insurance companies, and sovereign wealth funds.

3. Endowments and Foundations

University endowments and private charitable foundations.

4. High-Net-Worth Individuals

Individuals seeking diversified investment portfolios.

5. Fund of Funds

Entities investing in a diversified portfolio of alternative investment funds.

Each of these groups faces unique challenges and opportunities in resource allocation to alternative investments. Our services are tailored to provide strategic insights and tools, helping them optimize their investment decisions and achieve long-term objectives.

Due Diligence Services

In the intricate world of alternative investments, making informed decisions is paramount. Arootah’s Outsourced Due Diligence service is specifically designed to navigate this complexity with precision and depth. Tailored for allocators within the hedge fund industry, our service offers a comprehensive analysis of both investment and operational functions of Alternative Investment Funds. This rigorous evaluation process is not just about mitigating risks; it’s about uncovering opportunities and ensuring that each investment decision aligns with strategic objectives. Whether it’s for family offices, institutional investors, or fund of funds, our service is the cornerstone for those who seek to make investment decisions backed by thorough research and systematic assessment.

Allocation - DM

Arootah’s Outsourced Due Diligence service is designed to rigorously evaluate both investment and operational functions of Alternative Investment Funds. This service is particularly beneficial for:

  • Family Offices and High-Net-Worth Individuals: Seeking to ensure that their investments are sound and well-vetted.
  • Institutional Investors and Endowments: Requiring thorough analysis to meet fiduciary responsibilities.
  • Fund of Funds: Looking for a comprehensive assessment to make informed investment decisions.

Methodology

Our approach involves the use of Arootah’s Decision Manager Allocation Tool, a sophisticated framework that applies a dual-level scoring system.

Initial Scoring

Funds are evaluated using carefully researched weighted criteria. Users can customize these criteria or utilize the pre-defined set provided by Arootah. The weighting for each criterion is determined by the user, followed by applying a rubric to score each fund.

Comparative Scoring

After narrowing down the funds, a second comparative scoring process is engaged. Each fund is ranked against others based on each criterion, refining the scoring and ensuring an accurate hierarchical arrangement.

Benefits

The Outsourced Due Diligence service offers several key advantages.

Fulfillment of Fiduciary Obligations

Funds are evaluated using carefully researched weighted criteria. Users can customize these criteria or utilize the pre-defined set provided by Arootah. The weighting for each criterion is determined by the user, followed by applying a rubric to score each fund.

Decision Justification

Provides a solid foundation for explaining the rationale behind investment decisions to investment committees or decision-makers.

Hindsight Analysis

Detailed records facilitate retrospective analysis, allowing allocators to assess the effectiveness of their decisions, learn from them, and refine future processes.

Algorithmic Improvement

The systematic and iterative nature of the methodology serves as an algorithm that continuously improves with each application, leading to more refined and accurate decision-making over time.

Transparency and Accountability

Ensures a transparent and accountable decision-making process, crucial for maintaining trust among stakeholders.

In summary, Arootah’s Outsourced Due Diligence service equips allocators with a comprehensive, systematic, and customizable tool to make well-informed decisions. This service not only aids in meeting regulatory and fiduciary requirements but also enhances the overall decision-making process, contributing to improved investment outcomes.

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Best Practice Reviews

The primary goal of Arootah’s Best Practice Reviews is to elevate the due diligence process of allocators in the hedge fund industry. This service is designed to cater to:

  • Family Offices and High-Net-Worth Individuals: Enhancing their due diligence practices to better align with their investment strategies.
  • Institutional Investors, Endowments, and Foundations: Ensuring their due diligence processes meet the stringent requirements of fiduciary responsibility.
  • Fund of Funds: Streamlining their due diligence to effectively manage and assess diverse investment portfolios.
Group coaching session

Methodology

Collaborative Assessment:

Arootah’s expert advisors work closely with allocator teams, undertaking a comprehensive review of their current due diligence practices.

In-Depth Analysis

The review includes an analysis of existing methodologies, tools, and procedures used in the due diligence process.

Customized Recommendations

Based on the assessment, our advisors provide tailored recommendations aimed at enhancing and optimizing the due diligence process. This involves integrating industry best practices and addressing any specific challenges or gaps identified during the assessment.

Benefits

Improved Due Diligence Efficacy

By aligning practices with industry best practices, allocators can achieve a more effective and efficient due diligence process.

Customized Enhancements

Recommendations are specifically tailored to each allocator’s unique needs, ensuring relevance and applicability.

Increased Confidence in Decision Making

Enhanced due diligence processes lead to more informed investment decisions, bolstering confidence among stakeholders.

Risk Mitigation

Better due diligence practices help in identifying and mitigating potential risks associated with investment choices.

Fiduciary Compliance

Assists in meeting fiduciary responsibilities, particularly important for institutional investors and endowments.

Long-Term Strategic Value

Continuous improvement of due diligence processes adds long-term strategic value to the allocator’s investment decision-making framework.

In summary, Arootah’s Best Practice Reviews service is a critical tool for allocators seeking to refine their due diligence processes. By providing expert assessment and tailored recommendations, this service ensures that allocators not only meet industry standards but also optimize their due diligence practices to better suit their specific investment goals and requirements.

SaaS Tool: Candidate Scoring Manager

In the realm of talent acquisition, making informed and unbiased hiring decisions is crucial for organizational success. Arootah’s Candidate Scoring Manager is a SaaS tool designed to encapsulate the advanced methodologies outlined in the “Talent Acquisition Principles” book. This tool transforms the traditional recruitment process into a more structured, objective, and efficient system, ensuring fair and strategic candidate evaluation.

Arootah’s Candidate Scoring Manager is an essential SaaS product for organizations aiming to refine their hiring processes. By leveraging technology to implement a structured and unbiased approach, this tool ensures that talent acquisition is not only efficient and effective but also aligned with strategic organizational goals.

The Allocator Principles: Identifying Best Practices for Capital Allocation to Alternative Investment Funds

A Guide to Alternative Investment Management Due Diligence is a meticulously crafted guide designed to provide allocators in the alternative investment sector with comprehensive insights into due diligence processes. This book systematically addresses the multifaceted aspects of investment management due diligence, offering valuable knowledge for allocators at various stages of their careers. “The Allocator Principles” Equips allocators with the essential skills and understanding needed for effective due diligence in alternative investment management. It covers a range of crucial topics from risk definition to negotiating terms, tailored to the unique requirements of alternative investments.

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