How involved are clients with the emerging managers that have been funded in their portfolios?
LEIA prides itself on client flexibility and customizing portfolio investments for its clients. Clients have the opportunity to be as involved as they would like to be in the construction process. For example, clients supply LEIA with investment objectives, which allow the firm to construct portfolios that are easily funded. Clients may also take the opportunity to work with LEIA to identify managers that may be incorporated into portfolios. Additionally, clients have the same opportunity to be as involved in the reporting processes. Clients may opt to meet with managers for semi-annual updates, rather than depending solely on LEIA for updates.
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- How involved are clients with the emerging managers that have been funded in their portfolios?
- Can my clients family members stay involved in a fund?
