OCIO Solutions
- Investment Policy
- Asset Allocation
- Investment Structure
- Dynamic Rebalancing
- Cash Management
- Manager Search
Our Platform:
Strategic Advice
Goal Setting and monitoring
Asset / liability study
Investment policy formulation
Investment Management
Portfolio structure
Manager research and selection
Dynamic asset management
Risk Management & Monitoring
Multi-level risk analysis and reporting
Consolidated portfolio analysis and reporting
Stress testing
Our Process:
1.
Top-Down Forward-Looking Capital Market Research
Evaluates global economic scenarios by probability
Identify asset classes and strategies likely to benefit
2.
Risk Analysis
Identify economic headwinds, geopolitical risks
Identify asset classes and strategies likely to experience negative returns
3.
Bottom-Up Research
Identify asset classes attractive on an absolute return basis
4.
Active Asset Allocation
Seeks to outperform benchmark through over-under-allocation