For Asset Owners
Your investment solutions partner
How we can help
We can help asset owners such as charities, endowments and family offices meet specific needs and objectives using our analytical resource and experience to provide actionable insights and ideas, together with tools and resources required to build and deliver strategies.
What we can offer
We provide the following services to Asset Owners:
Research
We can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help professional investors design and build their investment strategies.
Analytics
We provide detailed portfolio analytics and insights to assist asset owners evaluate their objectives, strategies, and implementation choices.
Managed Portfolios
We work with a range of Discretionary Investment Managers who offer a managed portfolio service using our research.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your objectives and constraints.
Fund Solutions
We can help you evaluate the efficiency of existing or proposed fund structures and offer turn-key fund solutions.
Index Solutions
We can help you design and build an appropriate custom index strategy.
Case Study
We helped Queen's College Cambridge design a custom ESG ex-fossil fuels index powered by MSCI, as well as designing and licensing a fossil-free ETF research portfolio.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Contact form below.
We can help asset owners such as charities, endowments and family offices meet specific needs and objectives using our analytical resource and experience to provide actionable insights and ideas, together with tools and resources required to build and deliver strategies.
What we can offer
We provide the following services to Asset Owners:
Research
We can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help professional investors design and build their investment strategies.
Analytics
We provide detailed portfolio analytics and insights to assist asset owners evaluate their objectives, strategies, and implementation choices.
Managed Portfolios
We work with a range of Discretionary Investment Managers who offer a managed portfolio service using our research.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your objectives and constraints.
Fund Solutions
We can help you evaluate the efficiency of existing or proposed fund structures and offer turn-key fund solutions.
Index Solutions
We can help you design and build an appropriate custom index strategy.
Case Study
We helped Queen's College Cambridge design a custom ESG ex-fossil fuels index powered by MSCI, as well as designing and licensing a fossil-free ETF research portfolio.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Contact form below.