OCIO PROGRAMS

 
      

                                  PROPRIETARY MULTI-MANAGER PORTFOLIO 

 

Our mission is to support our customers at every stage of their investment project. 
We help them clarify their goals.  We present them with techniques to optimize their asset allocation strategy. 
We aim to be responsive to queries and requests and to provide clear information.
 

BENEFITS OF PRIVATE AND WHITE FUND LABELLING INCLUDE:

  • Simpler, diversified, asset-class-level options with clear, objective-focused strategy names
     

  • Cost-effective, easy-to-implement structures 
     

  • Asset Protection: offer segregated assets (off-balance sheet)
     

  • Allow flexible asset allocation (as well as pooling, subscription, redemption)
     

  • Complete flexibility in relation to tactical asset allocation, asset classes, investment strategies, regions, currencies, multimanager solutions, etc.
     

  • Privacy (beneficial owner is not visible)
     

  • Client determines the name of the fund

Night Shift at Office

BUILD AND BRAND YOUR IN-HOUSE FUND OF FUNDS

I. DEFINE YOUR CONSTRAINTS AND GOALS

Our multi-manager portfolio construction can streamline your investment menu, while still offering broad diversification with quality managers.  Our approach provides simpler options with optimized allocations of sub-asset classes.

A  custom implementation, portfolio construction steps may include:

  • Defining the investment objective

  • Establishing the investment policy

  • Permitted asset classes, investment vehicles and strategies

  • Asset allocation ranges

  • Monitoring and replacement process for underlying managers

  • Rebalancing process

  •  Liquidity management

  • Selecting and organizing underlying investment portfolios and managers

  • Negotiating and evaluating fees and fee breakpoint

_edited.jpg
Chess Pieces_edited.jpg

II. CHOOSE YOUR PREFERRED SRUCTURE

A simple yet flexible solution to cater for the diverse benefit needs of both investors and stakeholders:

  • Private label

  • White label

  • Custom in-house fund of funds

  • Umbrella funds

  • Special purposed funds   

III. CONSTRUCT YOUR PORTFOLIO

Most investors have goals across several time horizons and rather than rely on theoretical long term assumptions.  An efficient portfolio construction must take advantage of investment opportunities by dynamically integrating exposures and horizons.

  • Deep Research, understanding the full macro context,

  • Active Review, Dynamically adapt portfolios to circumstances  

  • Disciplined manager selection, responsible stewardship of assets 

Display of Stock Market Quotes_edited.jp

CUSTOMIZED INVESTMENT SOLUTIONS FOR YOUR SPECIFIC FOCUS

FACTOR-BASED
INVESTING

A rules-based approach that embraces the idea of factors, as opposed to asset classes, as the ultimate building blocks of investment portfolios.  It aims to capture specific factors, or investment characteristics , which have been shown to drive returns. Once factors are identified, portfolios can be efficiently diversified with the right mix of exposures according to an investor’s risk tolerance and investment goals. It is a  straightforward, systematic and cost-effective approach to generating  robust performance over various economic scenarios. 

GOAL-BASED

INVESTING

 

 Suitable for investors with specific objectives in mind, this allocation model covers the full range of risk profiles, allowing risk parameters to be set for objectives of varying importance and urgency.  Investment performance is not the only determinant of portfolio success or failure. The holistic approach focuses on the objectives that really matter, rather than on meeting arbitrary benchmarks.  The risk/return balance is achieved through dynamic circumstances and objectives, and should be reviewed regularly as the market changes.

OUTCOME-BASED INVESTING
 

Goes beyond the traditional asset allocation to a more holistic method of problem-solving. It seeks to achieve the necessary returns and the right kind of diversification, in the context of a particular  constraints ( income, growth, downside mitigation, ESG ...);  or a higher resilience to  changes in market regimes (rising rates,  inflation, or lower equity returns);  or mixed goals combining  complex, multi-phase investment challenge 

to  manage near-term capital flows  (CDI) with  (LDI)  to manage long-term liabilities 

MANAGED VOLATILITY INVESTING

 

Managed volatility is not just value investing in disguise. It is a fundamentally different strategy, complementary to, not a substitute for  value investing.  It i suitable for investors with a shorter investment horizon, or who are risk-sensitive or risk-adverse. Managed volatility strategies typically keep volatility under a set ceiling by dynamically shifting the allocation of the portfolio as market conditions change. It aims to create a smoother ride during the accumulation phase and a longer-lasting income stream during retirement.

chris-liverani-dBI_My696Rk-unsplash_edited.jpg

STREAMLINE YOUR ALLOCATION.
SIMPLIFY THE DECISION PROCESS.
INCREASE DIVERSIFICATION.

mike-kononov-lFv0V3_2H6s-unsplash.jpg

REQUEST
FURTHER INFORMATION

We welcome the opportunity to provide more information about our services and solutions.

Investing involves risks to your capital and returns are not guaranteed. Investing should be done only as part of a diversified portfolio. The value of the tax reliefs referred to on this website will depend on personal circumstances. Past performance is not a reliable indicator of future performance. Tifosy is not permitted to advise you in relation to any investment and you are recommended to seek independent financial advice when considering any investment.

DISCLAIMER

EUROPALLEE 41

8021 ZURICH 

MAIL: INFO@ALFINAS.COM

TEL: +41 43 499 65 57

Screen Shot 2021-07-30 at 17.29_edited.jpg

© 2022 BY ALFINAS  CONSULTING LTD ALL RIGHTS RESERVED.