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

We develop solid financial strategies supported
by in-depth data analysis by
an expert team with vast experience.

Commitment

LONG-TERM
COMMITMENT STRATEGIES.

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

SOLUTIONS AND SERVICES

A COMBINATION OF
EXPERIENCE AND TECHNOLOGY.

We have a highly experienced team, supported by advanced technology that enhances efficiency and agility in managing alternative assets, resulting in valuable solutions for our clients.

WHAT WE DO

PORTFOLIO
DESIGN

A process of defining an appropriate investment policy. Here, the portfolio is configured based on expected returns, risk tolerance, timelines, liquidity needs, and diversification.

Traditional Asset Portfolio / Alternative Assets Program.

MANAGER
SELECTION

We search for and analyze the best investment managers for each asset class. We select top managers without restrictions or conflicts of interest, both in public and private assets.

Onboarding &
OPERATIONS

Back-office solution for the investment portfolio. Tracking and managing transactions for the various assets in the portfolio.

Control &
REPORTING

Monitoring and tracking the performance of investment portfolios. The methodology and metrics vary between traditional asset portfolios and alternative asset portfolios.

ENDOWMENT INVESTMENT MODEL.

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

Services

o.cio outsourced chief investment office

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

FINANCIAL ADVISORY

  • Similar to OCIO but without discretion, we accompany and support our investors continuously in the stages prior to decision-making, setting up corporate governance, building their investment policy, implementing, and managing the financial portfolio for traditional and alternative assets over the long term.
  • The advisory program allows investors to make investment decisions with all available information from an independent source.

INVESTMENT CONSULTING

  • Time-defined projects to meet specific needs.
  • Consulting has specific goals and may include, among others:
    • Structuring of endowments and family office
    • Investment governance.
    • Participation in investment committees and family boards.
    • Construction of investment policies.
    • Investment process analysis.
    • Portfolio analysis.
    • Investment cost audit.

Contact

Looking for
expert advice? Let’s talk.

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