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DESIGN & BUILD

ALTIUM INVESTMENT MANAGEMENT

WHO WE ARE


We advise funds and other professionals.


We advise on third party mandates in funds and portfolios. Our clients value efficency, discretion and an analytical approach to investment construction.

We combine external strategies with internal index construction to deliver unique solutions that are cost effective and tailored to the client.

We Do

TRANSFER INVESTMENT IDEAS INTO SOLUTIONS

Strategy

Development


In the last decade we have been directly involved in the design and management of over £5bn in asset allocation models, 7 different fund families and 4 risk rated indices.





Index

Advice


We specialise in risk targeted and single strategy indices. These can be traded independently, or licenced to listed instruments and funds. Some strategies are proprietary, and some on behalf of third parties.



Portfolio

Advice


We work with global actuarial firms and investment banks to optimise strategy returns and portfolio efficiency.