OCIO Advisory Services

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Helix Research Ltd. offers outsourced Chief Investment Officer (OCIO) advisory services, providing strategic guidance for "Next-Generation Capital". In an era of global shifts, our forward-thinking partnership empowers resilient, long-term growth for discerning clients.

Our Distinctive Approach:

Grounded in our proprietary eco-economics thesis, our OCIO services are designed to elevate your investment strategy by aligning financial objectives with social and environmental sustainability. We provide high-touch, customized mandates that support family offices, foundations, and sovereign capital

Key Aspects of Our OCIO Advisory

  • Bespoke Asset Allocation

    We develop customized asset allocation strategies tailored to introduce meaningful equity exposure, carefully considering your existing holdings and long-term objectives. This involves detailed analysis and modeling to determine the optimal mix of asset classes.

  • Investment Policy Statement/Thesis

    We craft comprehensive Investment Policy Statements (IPS) that clearly articulate your financial goals, risk tolerance, and investment guidelines, serving as the blueprint for your portfolio.

  • Manager Selection & Monitoring

    Our expertise extends to the identification, due diligence, and ongoing monitoring of external investment managers, ensuring your capital is entrusted to best-in-class professionals.

  • Diversification & Portfolio Construction

    We build resilient portfolios through strategic diversification, including going beyond traditional assets to achieve structural alpha and uncorrelated returns. Our research-led, forward-looking screening avoids mere ESG 'box-ticking', aligning portfolios with next-generation economic trends.

  • Performance Reporting

    We provide transparent and regular performance reporting with a weekly/monthly cadence, fostering trust and accountability. Our commitment to future AIFM registration further underscores our institutional rigor.

  • Risk-Managed, Future-Focused Investing

    Our approach incorporates EcoMoS (Eco-economics Margin of Safety), adapting the traditional Margin of Safety to a sustainability lens. We conduct a comprehensive assessment of market, liquidity, and operational risks, implementing proactive risk controls to ensure portfolio resilience.

Benefits for Clients (e.g., Family Offices)

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Our OCIO services deliver significant benefits, particularly for family offices seeking to evolve their legacy and integrate values with next-generation priorities:

  • Purpose-Driven, Market-Leading Returns 

  • Diversification & Downside Protection 

  • Transparent Reporting & Education 

  • Multi-Generational Stewardship 

  • Dedicated Advisory Team

Legacy Evolution & Diversification

• Integrates legacy values with next‐gen priorities.

• Positions capital for sustainable growth.

• Demonstrates uncorrelated returns & low drawdowns.

Check the case studies here

Why Helix?

  • Distinctive Value Proposition

    • Eco‐economics: profit + sustainability, beyond ESG.

    • Structural alpha with long/short strategy.

    • EcoMoS proprietary risk framework.

    • Radical transparency: books, newsletters, monthly reports.

  • The Eco‐economics Difference

    • Focus on companies serving under‐30 stakeholders.

    • Research‐led, forward‐looking screening.

    • Avoids ESG box‐ticking & greenwashing.

    • Aligns portfolios with next‐gen economic trends.

  • Structural Alpha & Uncorrelated Returns

    • Long eco‐leaders, short laggards.

    • Benchmark to S&P500 yet uncorrelated.

    • Aim for high returns with low drawdowns.

    • Diversification beyond traditional assets.

  • Risk‐Managed, Future‐Focused Investing

    • EcoMoS adapts Margin of Safety to sustainability lens.

    • Comprehensive assessment of market, liquidity, operational risks.

    • Portfolio resilience through proactive risk controls.

  • Radical Transparency & Institutional Rigor

    • Investment thesis published openly.

    • Weekly/Monthly reporting cadence.

    • Commitment to future AIFM registration.

    • Builds trust & accountability.

  • Tailored Solutions for Discerning Capital

    • High‐touch, customized mandates.

    • Align financial goals with societal impact.

    • Supports family offices, foundations, sovereign capital.

Discover How Our Bespoke OCIO Advisory Can Transform Your Capital Strategy.

We empower you to position your capital for sustainable growth and achieve market-leading returns that are often uncorrelated to traditional benchmarks.