OCIO Services
We provide the expertise, structure, and tools of an elite investment office — fully outsourced or delivered through targeted engagements.
What we can help with
Portfolio Construction
Supporting strategic asset allocation, tactical asset allocation, and rebalancing.
Analysis
Reports analysing portfolio attribution, risk management, other bespoke portfolio and strategy topics.
Research
Research on capital market assumptions, market outlook, products and sectors, returns estimates, other bespoke research.
Infrastructure
Designing and implementing bespoke operating models and product strategies across all asset classes.
Full Spectrum of Services
Our extensive experience and flexible structure enables us to engage effectively on projects and partnerships of all sizes.
Portfolio Construction
Research
Analysis
Infrastructure
Strategic Asset Allocation
Tactical Asset Allocation
Portfolio Allocation
Annual Rebalancing
Product Selection
Secular Risk Strategies
Long Term Performance Attibution
Portfolio Allocation
Quarterly Rebalancing
Product Selection
Cyclical Risk Strategies
Short Term Performance Attibution
Capital Market Assumptions
Market Outlook
Product & Sector research
Asset Class Research
Macroeconomic Insights
Portfolio
Attribution
Risk Analysis &
Management
Operating Model Anaslysis
Operating Model Design
Operating Model Implementation
SAA/TAA Portfolio Attribution
Security Selection Attribution
Trading Attribution
Long/Short Term Performance Attribution
Secular/Cyclical Risk Strategies
Long/Short Term Risk Performance
Risk Scenarios
Risk Bugdeting
Process Review
Technology Review
Data Review
Benchmarking/Gap Analysis
Process Design
Technology Architecting
Dashboard & workflow design
Organisational Design
Change Management
Technical Integration
Project Management
