Objectives and Key Deliverables
****We'd like to start discussing ideas with consultant experts during proposal stages and first rounds of interviews. We would request reports only from ideas we like - duration and budget is yet to be determined****
We a are a family office managing a listed equity portfolio. Our investments are primarily in North American and Western European listed equities.
We are looking for cost efficient portfolio hedges or creative ways to insure our portfolio against a bear market. Deliverable would include a written report with practicable recommendations. Report should include:
- Strategy recommendation with tactical guide for achieving hedge
- Scenario analysis or data to back up recommendation
- Should be accompanied by Q&A to walk through of idea