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Improving Institutional Stability

March 2016


HedgeMark, a BNY Mellon company, is supporting institutional clients, including some of the largest institutional hedge fund investors, with customized managed account solutions that enhance risk and performance reporting and guideline monitoring.

HedgeMark is helping some of the largest institutional hedge fund investors manage their risk. As a leader, HedgeMark strives to remain on the cutting edge. Its Dedicated Managed Account (DMA) platform is differentiated in the market due to its highly flexible and customizable architecture, enabling it to support different client strategies, investment structures, service providers, counterparties and jurisdictions. HedgeMark also sets itself apart from other offerings through its ability to provide risk analytics on both platform and non-platform assets, offering clients a more comprehensive view of overall portfolio risk exposure.

When Franklin Templeton affiliate K2 Advisors, a fund-of-funds manager with 20 years of experience investing in hedge funds, decided it wanted to develop its own managed account platform, it turned to BNY Mellon. K2’s plan was to transfer its existing traditional hedge fund investments to the managed account platform as well as to develop a new offering. With respect to the new offering, K2’s goal was to develop an innovative product — a liquid hedge fund platform — in which clients could invest in daily liquid hedge funds, many with flat management fees and no performance fees, something quite unusual in the hedge fund investment world. HedgeMark was selected as the managed account platform provider to help K2 build and operate its platform, with BNY Mellon’s Alternative Investment Services business selected as the fund administrator. HedgeMark provides certain key aspects of the operational infrastructure, middle office services, managed account expertise and hedge fund risk and performance analytics to support K2’s platform.  

HedgeMark was voted "Best Managed Accounts Platform" by investors, wealth and fund managers and other industry professionals. LEARN MORE

“We acted as a strategic partner to develop the platform and ultimately bring it to market.”

— Joshua Kestler, President and Chief Operating Officer, HedgeMark, a BNY Mellon company