Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio construction process and how he integrates top-down considerations into the mix. The conversation delves into the roles different strategies play in a portfolio, how return expectations are set, and which strategies might thrive in a high-rate, volatile macro environment. John also takes us through Mercer’s rigorous process for researching and selecting new managers, what they look for in a manager, and potential red flags to watch out for. Plus, he sheds light on the importance of emerging managers, the AUM needed for a successful launch, and why he’s passionate about discovering these managers early on.

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Episode TimeStamps:

02:37 - Introduction to John Jackson

05:40 - A changed environment for hedge funds?

08:42 - Best strategies for a high rates environment

11:50 - Are clients stuck in the past?

13:40 - A framework for building hedge fund allocations

18:13 - More art than science

19:15 - Define your objectives clearly

20:51 - A multi-strat...