We deliver unbiased advice and customized solutions to companies, organizations, and public institutions and help solve their complex investment and risk management challenges by leveraging on our global capabilities that combine:

Here are some of the services we offer:

Outsourced CIO

  • Asset Allocation study and recommendation across entity’s assets and portfolios
  • Manager due diligence and recommendation across asset classes (Hedge Funds, Private Equity, Oil & Gas and Real Estate, Commodities, and traditional managers)
  • Spending Policy Review
  • Pension Fund Liability Driven Investment Analysis

Outsourced Treasury – Debt and Cash Management

  • Monitoring capital markets for opportunities to issue debt and other financial obligations
  • Work with Treasurer Department and Investment Bankers to develop strategies that prudently support your entity’s operations and strengthen its balance sheet
  • Working with rating agencies, CHEFA, banks, and other constituencies, proactively provide information necessary to maintain access to credit
  • Working with management, legal counsel, bond counsel, rating agencies, and investment bankers to manage the issuance of debt
  • Evaluating the effectiveness of outstanding debt by tracking its cost relative to market indices
  • Advising management on issues and developments in the capital markets that would affect the Network’s debt capacity.

Insurance Evaluation (Risk Management)

  • Professional and General Liability Insurance
  • Property Insurance
  • Workers’ Compensation Insurance
  • Others: Directors and Officers Liability, Employment Practices Liability, Fiduciary –Liability, Crime and Cyber Risk / Privacy Protection

To Inquire More About Our Services