- Integrity
- Knowledge
- Commitment
EMERGING MANAGER CONNECTIVITY ®
ENTER SITE
years of Industry Experience
Emerging Manager Programs (and counting)
PERCENT, Employee Owned
PERCENT, Minority Owned
Our Mission is to provide innovative, alpha-generating solutions.
Our Approach is to engineer customized investment programs that embody exceptional talent, investment rigor, and high ethical standards.
Our Commitment is measured by value-added performance, satisfied clients, fully engaged partners and employees, and profitable growth.
Regularly updated, proprietary research on emerging manager performance trends and capabilities. Research is supported with a comprehensive proprietary emerging manager database, with coverage of 1,500 firms.
Advanced, proprietary fund-of-funds construction processes developed and refined over 20 years, resulting in optimal results for clients.
Integrity, Knowledge and Commitment, with strong focus on performance.
Leading Edge constructs multi-manager investment solutions based on the specific investment and service needs of each client. Leading Edge utilizes proprietary analytical tools and protocols that have been developed over 20 years. We are proficient in all aspects of manager due diligence, investment analysis, and fund optimization. Our expertise is exhibited by a history of identifying exceptional managers in the earliest stages of their development, and often, funding them with their first allocations.
Our proprietary Dynamic Customized Optimization Process (“DCOP”) identifies the optimal balance of portfolio characteristics, return and risk factors, as defined by the client guidelines, in constructing portfolios that may potentially deliver exceptional performance.
US Equity
Non-US Equity
US Fixed Income
Private Equity
Hedge Fund of Funds
Leading Edge reached its Three Billion AUM milestone
March 16, 2015Leading Edge achieved financial independence in September 2013
September 10, 2013Leading Edge reached its Two Billion AUM milestone
February 28, 2011Leading Edge reached One Billion in AUM
April 30, 2009In August of 2007, Leading Edge acquired its first client.
August 1, 2007
33 Years of Financial Experience | A pioneer in Emerging Manager-of-Managers Investment Program
32 Years of Experience | Portfolio Engineering and Fund Optimization Expert
35 years of Institutional Investment Experience
31 Years of Institutional Investment Experience
23 Years of Institutional Investment Experience
41 Years of Experience | Institutional Finance Expert
28 Years of Experience
18 Years of Industry Experience
20 Years of Industry Experience
31 Years of Industry Experience
4 Years of Industry Experiences
19 Years of Industry Experiences
25 Years of Industry Experience
INTRODUCTION TO INVESTORS Leading Edge constructs multi-manager investment solutions based on the specific investment and service needs of each client. Leading Edge utilizes proprietary analytical tools and protocols that have been developed over 20 years. We are proficient in all aspects of manager due diligence, investment analysis, and fund optimization. Our expertise is exhibited by a history of identifying exceptional managers in the earliest stages of their development, and often funding them with their first allocations. Our proprietary Dynamic Customized Optimization Process (“DCOP”) identifies the optimal balance of portfolio characteristics, return and risk factors, in constructing portfolios that may potentially deliver exceptional performance.
EMERGING MANAGER UPDATE
