Asset Owners & Institutional Investors

LUMIQ for Asset Owners & Institutional Investors

Supporting family offices and institutional investors in managing capital more effectively across all asset classes.

Improve asset allocation decisions

Our highly customisable, data-rich model portfolio builder uses advanced MVO optimisers with built in forward-looking returns from our proprietary algorithm.

Market modelling and scenario analysis

Cross-Market Comparison Tool

Compare forward-looking returns/implied cost of equity and other advanced metrics across markets.

Cross-Market Analysis/Modelling Tool

Perform scenario analysis across markets to blend your views of market returns.

Within Market Analysis/Modelling Tool

Perform scenario analysis on securities within market indices to blend your views of individual security returns.

Cross-Market Comparison Tool

Compare forward-looking returns/implied cost of equity and other advanced metrics across markets.

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Apply scenario analysis and stress testing to forward-looking return estimates to develop differentiated market views.

Strengthen your portfolio strategy and execution

Strategy Foundation Development

We work with you to form strategic mandates and a structured, framework thinking around portfolio construction, and goal setting around either Strategic Asset Allocation, Tactical Asset Allocation, or both.

Asset Class Selection Support

We co-create frameworks to educate asset class selection and providing research to educate decision making to fit into strategic mandates and frameworks around portfolio construction.

CMA Development & Returns Modelling

We provide you with Capital Market Assumptions and the process of turning Capital Market Assumptions into Forward-Looking Returns.

Asset Allocation Optimisation Support

We guide you to operationalise asset class selection, Capital Market Assumptions, Forward-Looking Returns into Strategic and/or Tactical Asset Allocation.

Product Selection Support

We guide your decision making logic and provide research to inform decision making around product selection choices to reinforce the investment mandate, structures, and overall Strategic and Tactical Asset Allocation.

Rebalancing Support

We provide you with structures to guide rebalancing decisions and research to inform those decisions.

Risk Management Support

We assst you with identifying, measuring, monitoring and managing risks embedded in the portfolio.

Portfolio Attribution Reporting

We provide reporting on performance and risk attribution.

Modernise your investment office

Analysis of Current Processes

We provide a thorough review of your existing workflows, governance structures, and operating practices to identify gaps and opportunities for improvement.

Operating Model Design

We design a fit-for-purpose investment operating model that clarifies decision rights, governance structures, mandate alignment, and committee processes.

Workflow & Process Mapping

We deliver clear, documented workflows for allocation, reviews, reporting, rebalancing, and risk oversight – creating consistency and repeatability.

Governance & Review Structures

We establish structured committee frameworks, review cadences, escalation paths, and documentation standards to support disciplined oversight.

Technology, Data & Reporting Integration

We align your systems, tools, and data flows into a cohesive architecture that supports analytics, reporting, and operational efficiency.

Risk & Oversight Process

We implement robust processes for monitoring exposures, stress testing, risk limits, and ongoing oversight to ensure risks remain intentional and controlled.

Implementation Support & Change Management

We support your team through training, communication, and hands-on guidance to embed new processes and operating models effectively.

Make informed investment decisions faster

Capital Markets & Macroeconomic Research

We provide forward-looking return expectations, economic cycle analysis, and regime modelling that shape strategic and tactical asset allocation decisions.

Asset Class & Strategy Research

We perform deep analysis of asset classes and investment strategies to understand their drivers, risks, correlations, and role within a diversified portfolio.

Tactical Research & Market Views

We provide short and medium-term market assessments that inform tactical positioning, rebalancing decisions, and risk-on/risk-off shifts.

Manager, Product & Instrument Reserach

We evaluate managers, products, and instruments, from ETFs to alternatives, to determine suitability, quality, and implementation fit for your mandate.

Thematic & Structural Research

We provide research reports detailing long-horizon insights into demographic, geopolitical, and structural market trends that influence strategic positioning and future opportunity sets.

LUMIQ for Asset Owners & Institutional Investors

Supporting family offices and institutional investors in managing capital more effectively across all asset classes.

Improve asset allocation decisions

Market modelling and scenario analysis

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