Institutions

Helix Research Ltd. serves as a strategic partner to a range of institutional clients, including family offices, foundations, sovereign capital, and other large-scale investors.

We offer bespoke solutions designed to optimize capital allocation, enhance investment strategies, and align institutional portfolios with the future of sustainable finance.

How Helix Partners with Institutions

  • OCIO Advisory Services

    We provide comprehensive Outsourced Chief Investment Officer (OCIO) advisory tailored for "Next-Generation Capital." Our services for institutions include developing customized asset allocation strategies, crafting robust Investment Policy Statements, expert manager selection and monitoring, diversification strategies, and transparent performance reporting. We help institutions evolve their legacy, integrate values, and achieve purpose-driven, market-leading returns.

  • Access to Sustainable Investment Opportunities

    Institutions can access our proprietary deal pipeline of businesses and startups aligned with the eco-economics model. We connect institutional capital with innovative ventures driving climate, ESG, and sustainability solutions, providing opportunities for direct or co-investments that meet strategic and impact objectives.

  • Capital Allocation to Helix Fund

    Institutions can allocate capital to the Helix Transition Capital Partners LP fund. This allows for participation in an Equity Long/Short strategy focused on public securities, guided by our unique eco-economics thesis. This fund aims to deliver uncorrelated returns by investing in eco-leaders and dynamically positioning against eco-laggards.

  • AI-Powered Investment Intelligence

    For institutional investment teams, including those within large RIAs or funds, our HTI2 system offers advanced AI-driven insights. This tool provides systematic "margin of safety" identification, robust signals, and comprehensive trading system capabilities, enhancing an institution's internal analytical and execution functions for both long and short strategies.

  • Strategic Advisory for Portfolio Diversification

    We help institutions achieve structural alpha and uncorrelated returns by diversifying beyond traditional assets. Our research-led, forward-looking screening avoids mere ESG 'box-ticking', ensuring portfolios are truly aligned with next-generation economic trends and built for resilience.

At Helix Research Ltd. is committed to empowering institutions with the tools, insights, and opportunities needed to navigate global shifts, secure sustainable growth, and make a meaningful impact through their investments.

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