Multi-Asset Class BespokeDiscretionary Investment Solutions
Digital ClientEngagement
Client FocusedService
In-HouseInvestment Ideas
CompetitiveFees
O-IM understands your risk profile and investment objectives whilst seeking an attractive risk-adjusted return on an actively managed portfolio.
An O-IM Solution is focused on:
- In-House research so we fully understand what’s going on “under the bonnet”
- Comprehensive Reporting to provide a full breakdown of portfolio positioning, including fund look-through where required and daily valuations
- Determining our risk positioning and we are focused on single line equities. This ensures portfolios are transparent, supported by our research, liquid, easy to price and non-complex
We are especially mindful of:
- Managing cash equivalent exposure to avoid undue maturity risks given the likely trajectory of interest rates
- Avoiding complex asset-backed securities or derivative structures with hidden risks and complex pricing
- Avoiding illiquid and unregulated assets. These assets often have infrequent pricing, are expensive to buy and sell and have significantly more risk in how their exposure is managed given the lack of regulatory oversight
- We also have no internal products to sell so there are no layers of hidden fees or inherent conflicts of interest
Risk Rated Portfolios
We have seven risk-rated actively managed portfolios
They cover a wide variety of investment objectives and risk profiles, ranging from the aim of capital preservation to maximising your investment returns.
It is important to emphasise that where there is greater potential return, typically there is greater risk. To have the most likely opportunity to achieve your investment objective you should have at least a 5-year time horizon to realise those goals.
Bespoke Portfolio
O-IM is here to offer you our advice and expertise in managing your portfolio to achieve your investment goals.
We also pride ourselves on actively listening to our clients and we are able to deliver bespoke solutions unlike other providers. If you have a specific objective or requirement, please get in touch to discuss.
