Converting absolute return strategies into UCITS funds may be a complicated process, especially for traditional overseas hedge funds.

Through Laven Financial Services we provide an in-depth review for managers contemplating structuring their investment strategies as UCITS funds. We can assist with and perform an in-depth feasibility assessment of the investment strategy and of the types of financial instruments which managers wish to use in their investment strategy, in order to assess whether they would fit into a UCITS vehicle.

Our expertise on the subject will help managers make the right business move. Our feasibility assessment is based on a detailed review of the portfolio traded and allows managers to understand:

• The eligibility of the assets traded;
• The investment strategy’s compliance with applicable laws and regulations; and
• The broad risk management implications of the strategy once it is in a UCITS format.