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Investment Solutions

ITERAM offers investment solutions that encompass the full alternative spectrum from financing and direct investments to multi-manager portfolios, across hedge funds and private markets. Investors are able to select from investment solutions wrapped into commingled funds, bespoke portfolios, direct and co-investment transactions and customized support in advisory mandates.

Our funds have been recognised and shortlisted on the basis of risk-adjusted and absolute return criteria, across various categories at European and Swiss performance awards ceremonies.

Awards

Ways to access our solutions

Commingled funds

Bespoke portfolios

Co-Investments

Advisory

Investment platform

Hedge FundsPrivate DebtVenture Capital

Hedge Funds

We cover all hedge fund strategies with a focus on consistent and uncorrelated returns

strategy assets

meetings / year

funds

Access via

Disciplined due diligence

We meet and review more than 300 managers per year. Combined with our expertise and our deep due diligence process, we only partner with a very selective number of well established and emerging managers. All research and operational due diligence is done in-house and lean on high quality proprietary and external tools to support the selection, screening, and monitoring of investment and advisory activities.

Savoir-Faire

We compound the aggregate know-how and experience of the entire investment and operational teams, all recognised investment professionals within the alternative investment space.

Funds

Multi-manager – Uncorrelated

Absolute Return Strategy

Access to the industry’s leading and emerging hedge fund managers wrapped in a unique portfolio composed of various uncorrelated strategies.

Track Record: 17 years

Performance 2024: +4.7% as of August

2023: +1.8% 2022: +5.4% 2021: +5.6% 2020: +9.5% 2019: +8.4% 2018: +1.0% 2017: +8.9%

Net of fees. Past performance is not indicative of future returns For qualified investors only

Multi-manager – Uncorrelated

Absolute Return Strategy

Access to a unique concentrated portfolio of select hedge funds targeting higher expected returns.

Track Record: <1 year

Performance 2024*: +0.6% as of July

Net of fees. Past performance is not indicative of future returns *Strategy launch date July 1st, 2024 For qualified investors only

Multi-manager - Healthcare Biotech

Healthcare Biotech Strategy

Access to the industry’s top leading healthcare and biotech long/short equity managers, and advised by a scientific and industrial advisory committee.

Track Record: 15 years

Performance

2024: +9.6% as of August

2023: +5.6% 2022: -8.0% 2021: -7.2% 2020: +20.4% 2019: +29.3% 2018: +2.2% 2017: +23.6%

Net of fees. Past performance is not indicative of future returns For qualified investors only

Multi-manager - Uncorrelated

Macro Diversified Strategy

Access to the industry’s leading and emerging hedge fund managers wrapped in a unique portfolio composed of various uncorrelated strategies.

Track Record: 15 years

Performance

2024: +3.2% as of August

2023: +2.6% 2022: +7.4% 2021: +3.9% 2020: +6.3% 2019: +2.1% 2018: +0.1% 2017: +2.6%

Net of fees. Past performance is not indicative of future returns For qualified investors only

Private Debt

We provide access to asset-backed and cashflow-backed investment opportunities in real assets, bridge financing, direct lending, and specialty finance sectors

strategy assets

transactions completed

funds

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Deal Sourcing

Through our extensive network and ecosystem, we have built over the years, we are able to source, identify and access valuable off-market opportunities. Our agility and flexibility enable us to quickly accompany businesses in their financing needs.

Due Diligence

Management meetings, industry intelligence, in-depth operational assessment, legal reviews, and financial analysis are some of the important steps in the team’s decision process to mitigate company, market and counterparty risks.

Funds

Multi-manager

Alternative Income Strategy

Access to a unique portfolio of diversified Private Credit funds with a focus on US & Canada.

Track record: 4 years

Performance:

2024: +3.0% as of August

2023: +6.1%

2022: +8.6%

2021: +8.6%

2020: +4.7%

2019*: +0.7%

*Strategy launch November 1st, 2019 Net of fees. Past performance is not indicative of future returns For qualified investors only

Funds and co-investments

Alternative Income Strategy

Mixed portfolio of fund investments and co-investments of US RE Debt opportunities.

Track record: 5 years

Performance:

2024: +3.0% as of August

2023: +7.7%

2022: +6.5%

2021: +4.5%

2020: +5.2%

2019*: +1.6%

*Strategy launch March 1st, 2019 Net of fees. Past performance is not indicative of future returns For qualified investors only

Direct Investments

Alternative Income Strategy

Access to high income-generating private market assets. Diversified portfolio of strong asset-backed investments with predictable cash flows.

Vintage 2016: Closed

In disinvestment

For qualified investors only

Venture Capital

We invest across sectors, regions, and stages in selected venture capital managers, allowing us to mitigate single-manager risk and generate a top quartile performance

strategy assets

underlying companies

funds

Access via

Why Venture Capital?

Venture Capital provides a unique access to technology-enabled companies with long-term hyper-growth profile. Returns do not follow a normal distribution but a power law curve, which means a small number of investments capture a large share of returns.

Why ITERAM?

We apply the same rigorous discipline and process as we do for the other strategies. Therefore, a deep due diligence is made on all potential managers before we actually invest. This allows us to select above average venture capital managers and generate top-quartile returns, with increased diversification and controled risk.