Family Offices
Institutional-grade expected returns and risk analytics for preserving wealth across generations.
Institutional-grade analytics and portfolios for family offices
We deliver institutional-grade analytics and portfolios to family offices that matches the complexity of their mandates. Portfolios span public and private assets, time horizons stretch across generations, and preservation of real wealth is key. Despite the complexity, family offices often cannot dedicate the resources of large institutions to asset allocation teams.
We offer advanced asset allocation solutions to sophisticated family offices, in the form of a full allocation analytics suite, and tailor-made model portfolios. This offering lets CIOs, portfolio managers, and investment directors make highly informed asset allocation decisions without the overheads that come with in-house analytics.
Key Features
Institutional-grade analytics
Full coverage of public and private assets
Long-horizon real return analysis
Tailor-made asset allocation
Intuitive and explainable decision-making
How Family Offices Use AS Analytics
Model portfolios
Tailored portfolios calibrated to long-horizon real return objectives and mandate constraints.
Analytics platform
Comprehensive and seamless delivery of allocation analytics with intuitive and explainable outputs.
Long-horizon risk and return
Forward-looking expected returns and risk, across all horizons, across public and private assets.
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