Bringing you live news and features since 2006 

Stephen Brod, Crystal Capital

Crystal Capital Partners launches new PE & hedge fund portfolio construction platform


Crystal Capital Partners has rolled out a new proprietary e-commerce portfolio construction platform that aims to make building institutional private equity and hedge fund portfolios as simple as adding items to an online shopping cart.

Advisors can select from a diverse list of vetted institutional private equity and hedge fund exposures across various strategies, add them to their cart and, within seconds, generate an institutional-quality portfolio proposal for client presentations.
“With 25 years at the forefront of alternative investing, it is our ongoing commitment to remove the complexities and barriers to entry associated with the asset class and to smoothly pave the way for ongoing growth that’s in constant synchronicity with improved client experience. Our advisory network leverages our investment expertise, institutional access, technology and operational infrastructure. This new e-commerce technology is just one more example of our intention to always support advisors as they grow their businesses, while simultaneously taking care of all their alternative investing needs,” says Steven Brod, CEO. 
Crystal’s skilled veteran investment committee utilises its expertise and deep network to identify managers that meet its stringent due diligence requirements – choosing only those with a proven track record, a dedicated risk management process, deep teams and institutional safeguards. The manager selection process is neutral and conflict-free, as Crystal is not compensated by any of the managers in the program. 
The investment committee meets on an ongoing basis to routinely review each fund on the platform and to consider new ones. The committee then creates fund recommendations for every available fund on the platform. In turn, advisors build portfolios that consist of exposures to this methodically vetted, conflict-free selection of institutional managers. Crystal’s platform is truly built by investors for investors, poised side by side in alignment with the advisor and their clients.

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by