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How We Underwrite
We evaluate every strategy we back — with structure, depth, and discipline.
Our Due Diligence Framework
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We follow a multi-stage diligence process designed to assess strategy quality, operational robustness, and long-term viability.
Every manager we consider is evaluated across investment, business, and risk dimensions.
Strategy Fit & Edge
Is there a repeatable, well-defined alpha thesis? Do we understand the drivers of return?
Team & Governance
Who is making decisions — and how? Are incentives aligned and risks owned?
Infrastructure & Execution
Does the manager operate with institutional-grade controls, compliance, and transparency?
Infrastructure Matters
We go beyond returns. We assess a manager’s ability to support capital with robust infrastructure, clean reporting, and clear operational discipline.
We look at:
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Audit trails and fund structures
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Legal entities and regulatory status
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Service providers and valuation policies
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Cybersecurity and data protection
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Disaster recovery and continuity
We Ask: What Can Go Wrong?
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Every underwriting includes a deep dive into risk exposure, concentration, liquidity, and manager behavior in stress.
We favor strategies that acknowledge asymmetry and demonstrate a thoughtful approach to downside control.
Selection with Accountability
WHY US
Our Platform Includes
Swiss Finance Academy
Advanced training for allocators, fund professionals, and risk operators. Built by practitioners to prepare talent for real-world capital.
Swiss Finance Institute
Independent research focused on global macro, market structure, and systemic risk. Used by affiliated funds and partners to think further, not faster.
Swiss Finance Ventures
A launchpad for emerging financial infrastructure and investment vehicles. We invest in the tools we wish existed — and then we build them.
Our process is designed for clarity and conviction — not consensus.
Every allocation decision is documented, debated, and tied to our investment philosophy.
We value intellectual honesty and prefer managers who are candid about both strength and limits.
