In Alternative Views, Hedgeweek® goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Kier Boley, Co Head & CIO of AIS, at UBP, a private bank and wealth management firm who invest in alternatives assets.
How should allocators be thinking about hedge funds in their portfolio (0:40); hedge funds offering downside protection (1:40);Kier’s perspective on private credit (2:10); geopolitics and tariffs (3:20); the long term view on hedge funds (5:20); allocators view of emerging managers (6:20); criteria for allocating to an emerging manager (7:15); perspective on SMA’s (8:09); is this a good time to launch for a hedge fund (9:32); AUM needs for a new hedge fund (11:15); what separates good managers compared to others (11:54); which sources are generating excess returns (13:10); key trends over the next 12-18 months (14:40).