top of page

Services

We provide a focused range of services designed to assist and empower Chief Investment Officers in achieving their strategic goals.

Empowering: Building Capability

We focus on building your internal capabilities, transferring knowledge, and providing the frameworks for long-term success.
Business Meeting

Consulting & Advisory

We provide expert guidance and strategic counsel to help you navigate complex market challenges and make investment decisions tailored to your needs. We act as your trusted partner in shaping strategy and solving your most pressing issues:

​

  • deep ALM, SAA and hedging reviews

  • investment policy, governance and process design

  • risk framework assessment and enhancement

  • due diligence and second opinions

Digital design on a tablet

Analytics & Report Design

We design the architecture for your custom analytics and reporting systems, transforming raw data into actionable intelligence. Our frameworks empower your team with the clarity needed for robust, data-driven decision-making:

​

  • designing dashboards for executives and experts alike

  • developing limit compliance reports e.g. towards internal and regulatory limits

  • defining key performance and risk indicators

  • structuring portfolio exposure and attribution reports

Website creation

Solution Development​​

We develop and implement bespoke tools, models, and processes designed to streamline your operations and embed best practices. We build the solutions that enhance your team's efficiency and analytical power:

​​

  • building custom financial models and solutions for diverse asset classes, ALM, hedging, financial and economic optimisation, stress testing and scenario analysis

  • structuring and automating investment workflows

Student paying attention

Technical Trainings

We empower your team with the essential skills and knowledge to excel in insurance asset management. Our targeted training sessions equip your staff to master the complex balance sheet interactions and the specific regulatory and financial constraints of the insurance industry:

​

  • insurance SAA & ALM

  • insurance for investment professionals

  • regulatory and financial frameworks for investment professionals (SST, SII, IFRS, CH GAAP)

Assisting: Hands-on Execution

We provide hands-on support to drive your initiatives and ensure seamless operational continuity, acting as a fully integrated extension of your team to deliver on critical objectives.
Digital drawing pad

Research & Analysis

We conduct in-depth, independent research and rigorous analysis to provide the critical insights you need. We deliver clear, concise findings to inform your strategic initiatives and investment theses:

​

  • sector / competitor analysis

  • financial market research

  • rebalancing programs

  • asset class onboarding

  • hedging programmes

Post- its on glass

Project Management

We provide dedicated project management to drive your critical initiatives from conception to completion. We ensure your projects are delivered on time, within budget, and to the highest standard of quality:

​

  • blueprints, vendor selections, implementation, UATs

  • coordinating cross-departmental change initiatives

Stack of dossiers

Interim Missions

We fill critical roles within your organization on an interim basis, providing immediate, hands-on expertise to maintain momentum and bridge resource gaps:

​

  • high-season or project bottlenecks

  • maternity or extended leave cover 

Typing on a laptop

Outsourcing

We take full ownership of specific, core and non-core business functions, allowing you to reduce overhead and focus on your primary activities. Our services deliver efficiency and reliability:

​

  • regular ALM & SAA reviews

  • regular investment reporting

  • data management and reconciliation services

bottom of page