Strategy Provider

A strategy provider creates and offers investment strategies to funds or investors, helping them achieve specific goals and manage risk.

What Is a Strategy Provider?

A strategy provider is a firm or individual that develops and offers investment strategies for use by funds, institutional investors, or traders. These strategies can be based on quantitative models, discretionary decision-making, or a blend of both, and are designed to help clients pursue returns, manage risk, and meet their unique investment objectives.

How Does a Strategy Provider Work?

Strategy providers craft, test, and refine investment approaches. Ranging from global macro and market neutral to sector-specific or algorithmic models. They may license their strategies to fund managers, collaborate on custom mandates, or provide signals directly to trading accounts. The process often involves ongoing performance monitoring, reporting, and regular communication to ensure the strategy remains aligned with client needs and market conditions.

Why Are Strategy Providers Important for Allocators and Fund Managers?

Strategy providers play a crucial role in connecting allocators and fund managers with innovative, alpha-generating approaches. By sourcing and vetting strategies externally, investors can access specialist expertise, diversify exposures, and adapt quickly to changing markets. This model also supports robust risk management by allowing for independent strategy evaluation and operational due diligence.

Example: Strategy Provider in Practice

A family office seeks exposure to systematic trading but lacks in-house expertise. By partnering with a strategy provider specializing in quantitative models, the family office gains access to a proven approach, receives regular performance updates, and can tailor the mandate to its own risk and return preferences. The strategy provider remains responsible for ongoing model refinement and transparent reporting.

When Should You Work with a Strategy Provider?

Engaging a strategy provider is valuable when:

  • You want to access specialized investment expertise or diversify your portfolio

  • Your team lacks resources to develop or monitor strategies internally

  • You’re seeking strategies with a strong track record and robust risk controls

  • You need to align investments with specific mandates or adapt to evolving market conditions

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Find the Right Strategy for You

Answer a few questions and get matched to a strategy based on your goals and risk profile.

Find the Right Strategy for You

Answer a few questions and get matched to a strategy based on your goals and risk profile.

Let’s explore what’s possible, together.

Whether you’re allocating capital or managing it — we’re here to help you move forward with clarity and confidence.

Let’s explore what’s possible, together.

Whether you’re allocating capital or managing it — we’re here to help you move forward with clarity and confidence.

Let’s explore what’s possible, together.

Whether you’re allocating capital or managing it — we’re here to help you move forward with clarity and confidence.

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Curated access to exceptional investment strategies, built on trust and long-term alignment.

© 2022–2025

Confluence Group

Investing in alternative strategies involves risk. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount originally invested. These opportunities are intended for sophisticated or qualified investors who understand the risks involved. Please seek independent financial advice before making any investment decisions.

Confluence Group Brand Assets
Confluence Group Logo

Curated access to exceptional investment strategies, built on trust and long-term alignment.

© 2022–2025

Confluence Group

Investing in alternative strategies involves risk. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount originally invested. These opportunities are intended for sophisticated or qualified investors who understand the risks involved. Please seek independent financial advice before making any investment decisions.

Confluence Group Brand Assets
Confluence Group Logo

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