Penso Advisors manages investments for institutional clients through managed accounts or private funds. Penso focuses on risk mitigation and absolute return strategies, primarily using derivatives. Investment strategies are tailored to each client's needs and risk tolerance. Penso works with CIOs, CROs, and trading teams to address macro/systemic risks and review investment progress.
Penso Advisors does not have standardized fees. Fees are determined on a client-by-client basis and can include a fixed management fee, a fee based on a percentage of assets under management, and/or a performance-based fee based on net asset value appreciation. Fee structures are contained in each client's investment advisory agreement or private fund documents.