Custom Solutions
Bespoke investment strategies tailored to your unique objectives and constraints
Client-Focused Solutions
Specialized investment strategies designed for different client types and their unique requirements
Institutional Investors
Pension funds, sovereign wealth funds, and endowments requiring specialized mandates and risk controls.
Key Solutions:
- Custom Benchmarks
- Liability Matching
- ESG Integration
- Tax Optimization
Family Offices
Ultra-high-net-worth families seeking sophisticated investment strategies with personal service.
Key Solutions:
- Multi-Generational Planning
- Direct Indexing
- Alternative Investments
- Tax-Loss Harvesting
Corporate Treasuries
Corporate cash management and pension plan solutions with specific risk and liquidity requirements.
Key Solutions:
- Cash Management
- Duration Matching
- Credit Risk Management
- Regulatory Compliance
Customization Framework
Comprehensive customization across all aspects of portfolio management and implementation
Risk Management
Tailored risk frameworks aligned with client-specific objectives and constraints.
Asset Allocation
Bespoke allocation strategies based on liability profiles and investment horizons.
Reporting & Analytics
Comprehensive reporting solutions tailored to client governance and regulatory requirements.
Implementation
Flexible implementation approaches optimized for client operational preferences.
Client Success Stories
Real examples of how we've delivered customized solutions for institutional clients
Large Pension Fund
$45M AUMChallenge
Liability-driven investment strategy with inflation protection
Solution
Custom multi-asset LDI portfolio with inflation-linked bonds and real assets
Outcome
+2.4% annual outperformance vs liability benchmark
Sovereign Wealth Fund
$38M AUMChallenge
ESG-compliant equity strategy with emerging market exposure
Solution
Systematic ESG-integrated global equity with EM overlay strategy
Outcome
AA+ ESG rating with market-level returns
University Endowment
$45M AUMChallenge
Long-term growth with liquidity for annual spending requirements
Solution
Multi-asset growth strategy with liquid alternatives and spending policy optimization
Outcome
+1.8% annual alpha with 95% liquidity coverage
Our Service Process
A systematic approach to understanding, designing, and implementing custom investment solutions
Investment Strategy Design
Custom strategy development based on client objectives
Risk Management Framework
Tailored risk controls and monitoring systems
Implementation Support
Transition management and operational setup
Ongoing Management
Active portfolio management and rebalancing
Performance Attribution
Detailed analysis of return sources and risk factors
Regulatory Compliance
Adherence to client-specific regulatory requirements
Start Your Custom Solution
Contact our institutional client team to discuss your specific requirements
Initial Consultation
- Investment objectives assessment
- Risk tolerance and constraints analysis
- Regulatory and operational requirements
- Preliminary strategy recommendations