Portfolio Management

Case Examples

The practice of risk management has evolved over the years to meet the changes in the financial world, most recently because of the Credit Crisis and Madoff scheme. EZRA has provided research, consulting, and securities litigation support in the risk management practices of hedge funds, mutual funds, family offices and wealth managers.
Our range of services include reviews of risk management organization, compliance and methodology, including both quantitative and qualitative.

Lehman Brothers and Bear Stearns' Hedge Funds
EZRA was given unique insight into the risk management system of both entities when we were retained EZRA by the bankruptcy trustees of both entities to analyze their risk management system.  Our research and analysis was based on complete access to all the relevant information including risk management organization, policies and procedures, limits and guidelines, systems and risk measurement, as well as minutes of the board of directors relevant to risk management.