Outsourced Chief Investment Officer (OCIO)

We partner with our clients to help them achieve what really matters to them – their investment goals, their values and objectives. With a combined 50+ years investment experience across the team, our Chief Investment Officer provides deep knowledge and expertise on investment portfolios, while leveraging a wide range of partners and specialists on various subject matters.

Contact us
Pénélope, 2018, Kasia Wandycz (1965), Galeria Taglialatella, Paris

Why Alumia OCIO?

We help our clients achieve their investment goals through our access to an untapped universe of deals and managers, strongly differentiated from the traditional portfolio construction model.

Our partner and shareholder, Universal-Investment Group, one of Europe’s leading fund service platforms and Super ManCos, provides us with access to over 450 Asset Managers, while also supporting us in the launch of investment solutions to cater your needs and tap into markets and structures that are typically not widely available.

Our Strategic Investment Approach

High conviction investment views matched with high quality solutions to meet our clients’ investment needs

Multi-Asset Class

Our manager and product research capability is multi-asset class, covering:

Global equities, fixed income, FX, commodities, hedge funds, private markets (real estate, venture capital, private equity, private debt), ESG (Environmental, Social, Governance) and Impact investments.

Investment Views

We actively work within our network of investment professionals and clients to identify areas of the market that we view as genuinely attractive from a return and risk standpoint.

We develop and strengthen our views with continuous market research to gather intelligence, and by our involvement in investment markets.

Manager Selection

When we decide to focus on a market opportunity for clients, we look to identify the best manager and investment product through detailed due diligence and manager selection.

Our experienced in-house manager and product research capability support ALUMIA in providing clients with the highest quality investment solutions.