Sub-Advisory Mandates

Institutional Asset Management

Sub-Advisory Mandates

Portfolio management support for asset managers, funds, and platforms looking for an external sub-advisory partner.

Service Overview

Asset managers, fund sponsors, and platform leaders.

We work within your benchmark, vehicle structure, risk limits, and reporting needs.

How We Support

  • Portfolio construction and implementation inside agreed guidelines.
  • Ongoing risk review, rebalancing discipline, and transparent reporting.
  • Direct access to the senior team through onboarding and review cycles.

Quick Answers

Common Questions

A few practical questions clients usually ask as they evaluate fit.

Who is this built for?

Asset managers, funds, and partner platforms that want delegated portfolio management with clear communication and a defined investment discipline.

How much detail is shared publicly?

We explain the work at a high level online. Portfolio structure, workflow, and reporting are discussed directly with each client.

How does onboarding typically start?

Most conversations start with the assignment, the constraints that matter, and how the relationship would need to work day to day.