Our research service, called OCIOconnect, combines in-depth fundamental research with in-person and on-site investment consulting.
This allows our clients to increase their research coverage while speeding up their investment process.
We provide all the tools necessary to manage sophisticated client portfolios, including a model policy portfolio and a suite of 4 investment and risk reports backed-up by quarterly on-site meetings:
We are focused solely on research, which means we can effectively reduce costs by 50% and offer up to 100% higher coverage than in-house solutions. This is how we help our clients to adapt and become more competitive.