Our Services
Elevate your investment practice with our comprehensive suite of solutions. Access cutting-edge investment strategies, expert support, and tailored solutions to deliver exceptional outcomes for your clients and achieve your investment goals.
It’s a New World for Protected Products
InstitutionalChoice: A Flexible Investment Platform for Long-Term Growth
Key Features:
Leveraging Illiquidity & Leverage for Alpha: Combines discrete investment components offering access to either leverage or illiquidity premiums, allowing for customized return profiles.
Principal Guarantee: Offers the option of a principal guarantee on investments over a 15-year term.
Tailored Risk/Return Profiles: An interactive platform enables the creation of customized return profiles aligned with the institution's specific goals and liabilities, utilizing a combination of illiquidity premiums, term structures, leverage, and guarantees.
Long-Term Growth:
Employs tax-efficient wrappers, reinvestment strategies, and strategic leverage to maximize compounded returns over a 20-30 year investment horizon.
Utilizes these tools to reshape return profiles and generate structural alpha.
Flexible Delivery:
Incorporates less liquid investments under OCIO/sub-advisory oversight to enhance long-term investment accumulation.
Reflects the investor's unique investment policy.
External Ratings & Hard Guarantees:
Offers the option of external ratings and customized hard guarantees, enhancing the strength and clarity of the investment proposition.
Core Value Proposition:
InstitutionalChoice provides long-term focused institutional investors with a flexible tax-deferred investment platform designed to maximize after-tax total return within a principal-guaranteed framework.
Custom Model Portfolios: Intelligent Optimization & Drawdown Focus
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Portfolios are designed to align with your specific risk tolerance, ensuring your investment strategy matches your comfort level with market fluctuations.
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Strategies are implemented to minimize portfolio losses during market downturns, preserving capital and enhancing long-term performance.
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Advanced algorithms and data analysis are used to optimize asset allocation, rebalancing, and risk management, aiming to maximize returns while minimizing potential drawdowns.
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Investment decisions are informed by rigorous research and analysis, leveraging historical data and market trends to identify opportunities and mitigate risks.
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Regular portfolio reviews and performance reporting provide transparency and accountability, keeping you informed about your portfolio's progress and any necessary adjustments.
