The first Chilean O.CIO
with global
reach specializing
in alternative assets.

We design solid financial strategies, backed
by comprehensive and in-depth data analysis,
analysis, led by a highly experienced team of experts.

Commitment

STRATEGIES BUILT
ON LONG-TERM COMMITMENT.

Consistent results are achieved through
robust investment processes aimed
at long-term horizons.

SOLUTIONS AND SERVICES

A COMBINATION OF
EXPERIENCE AND TECHNOLOGY.

Our expert team is supported by advanced technology that enhances efficiency and agility in the management of alternative assets, translating into valuable and effective solutions for our clients.

WHAT WE DO

PORTFOLIO
DESIGN

Definition of an appropriate investment policy. Here, the portfolio is structured according to expected returns, risk tolerance, time horizons, liquidity needs, and diversification.

Traditional Asset Portfolio / Alternative Assets Program.

MANAGER
SELECTION

Search and analysis of the best investment managers across each asset class. We select top managers without restrictions or conflicts of interest, in both public and private markets.

Onboarding &
OPERATIONS

A back-office solution for managing the investment portfolio, including tracking and overseeing transactions across its various assets.

Control &
REPORTING

Performance monitoring and control of investment portfolios. Methodologies and metrics differ between traditional and alternative asset portfolios.

ENDOWMENT INVESTMENT MODEL.

"A pioneering strategy in the use of alternatives, built on a financial structure that generates sustainable, multigenerational benefits, committed to long-term goals as sources of perpetual funding."

Services

o.cio outsourced chief investment office

  • Discretionary management service for investment portfolios.
  • Our goal is to help our clients implement their investment policies, enhance asset diversification, reduce costs, and enable them to focus on governance.
  • There are many reasons to delegate: entrusting portfolio management to an expert and dedicated team enhances the likelihood of achieving long-term objectives.
  • o It is time-efficient and scalable, improving operational processes, order execution, and analysis quality.

FINANCIAL ADVISORY

  • Similar to OCIO but without discretion, we provide continuous support to our investors in the stages leading up to decision-making, including setting up corporate governance, building investment policies, and implementing and managing financial portfolios for both traditional and alternative assets over the long term.
  • The advisory program enables investors to make informed investment decisions based on all available information from an independent source.

INVESTMENT CONSULTING

  • Time-bound projects designed to meet specific needs.
  • Consulting has specific goals and may include, among others:
    • Structuring endowments and family offices
    • Investment governance.
    • Participation in investment committees and family boards.
    • Development of investment policies.
    • Investment process analysis.
    • Portfolio analysis.
    • Investment cost auditing.

Contact

Looking for
expert advice? Let’s talk.

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