Service overview
Independent advice across the full investment lifecycle — from strategy and portfolio design through manager selection, monitoring and fee oversight.
Strategy
Setting the direction before capital moves
Strategic asset allocation
Building the long-term mix of asset classes that best matches your objectives, liabilities and risk tolerance — reviewed regularly as markets and goals evolve.
StrategyDetails →Portfolio design
Translating strategy into a practical portfolio structure: sizing, diversification, liquidity planning and implementation sequencing.
StrategyDetails →ESG advisory
Helping boards define responsible-investment policy, integrate ESG into mandates and report progress credibly to stakeholders.
StrategyDetails →Implementation
Putting the right managers and structures in place
Manager research and selection
Deep, independent research across asset managers — assessing team, process, performance, fees and fit before a single dollar is committed.
ImplementationDetails →Operational due diligence
Reviewing the operational backbone behind each manager: valuation, custody, compliance, cybersecurity and business continuity.
ImplementationDetails →Mandate structuring
Negotiating terms, benchmarks and reporting requirements so every mandate is accountable from day one.
ImplementationOversight
Keeping every mandate honest over time
Monitoring
Ongoing performance, style and personnel monitoring with clear escalation triggers when a manager drifts off-mandate.
OversightDetails →Risk solutions
Portfolio-level risk measurement, scenario analysis and hedging advice to keep downside within agreed tolerances.
OversightDetails →Fee reviews
Independent benchmarking of management, performance and administrative fees — and renegotiation support where costs drift out of line.
OversightDetails →Research depth across public and private markets.
Liquid markets
Private markets
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