Meeting the complex needs of today's institutional investors.
Kelson Group accesses all major institutional investors with a primary concentration in Taft Hartley Pensions, Public Pensions, Corporate Pensions, Foundations and Endowments, and Family Offices.
DILIGENCE
Kelson Group employs a process driven approach to identify premier investment strategies and partnerships. We use both a qualitative and quantitative analysis to understand each prospective team. Prior to assignment, our diligence process includes multiple meetings; feedback from independent industry sources; performance record review and comparison.
SERVICES
We insure that our clients are positioned strategically to stay engaged with both investors and prospective investors on a continual basis. Premier firms should be positioned as a resource to provide insights on the markets, economy and policy to maintain and to enhance their visibility with the investor community.
Our Marketing services work proactively with clients to achieve a more comprehensive relationship with institutional investors. Specific services include:
- Coordinate strategic meetings with institutional investors
- Consult on marketing materials and communications
- Advise on platform expansion of new strategies
- Schedule featured speaking engagements at industry events/conferences
- Facilitate proactive interaction with advisors/consultants
- Develop formal marketing plans/research
STRATEGIES
Kelson offers a broad spectrum of long only equity, fixed income, hedge funds, private equity, and real estate managers. We engage with managers who have distinguished themselves over many years versus their peers and that possess superior qualitative and quantitative attributes. Our current managers include:
Long Only:
- Global Equity
- International growth, EAFE and ACWI ex-US
- Domestic, large cap growth
- Domestic, small cap growth
Fixed Income:
- Core and Core Plus fixed-income
- Multi-Asset Fixed Income
- Direct Lending
- Regulatory Capital Relief
- CLOs
Direct Hedge Funds:
- Global Equity Long Short
- Technology Long Short
Private Equity:
- Global, value add opportunistic real estate
- Digital Asset Ecosystem
- Defense, Technology
- Biotech
- Strategic Healthcare
Kelson distinguishes itself by understanding the intricacies of each institutional investor we call upon. We invest the time to be intimately familiar with the decision process and the individuals involved. Each representative works closely with investment staffs, board members, and advisors based on their involvement with each respective system.