Strategic Advisory for Next‐Generation Capital

Elevating your investment strategy.

Introduction

Global shifts demand forward‐thinking partners,

Bespoke OCIO advisory empowers resilient long‐term growth,

Grounded in proprietary Eco‐economics thesis.

Client: A well-established UK family office serving ultra high-net-worth Middle Eastern clients.

Challenge: Primarily focused on real estate investments in the Middle East, the UK, and Europe, the client recognized the need to diversify their portfolio and gain exposure to broader global markets, particularly equities.

While they had held equity portfolios in the past, their current allocation was limited. They sought a trusted partner to guide them in developing and implementing a sophisticated investment strategy.

Helix Research's Solution: Appointed in August 2024 as their Outsourced Chief Investment Officer (OCIO), Helix collaborated closely with the family office to understand their long-term financial goals, risk tolerance, and existing investment landscape. Our approach encompassed:

  • Bespoke Asset Allocation: We developed a customized asset allocation strategy designed to introduce meaningful equity exposure while considering their existing real estate holdings and long-term objectives. This involved detailed analysis and modeling to determine the optimal mix of asset classes.

  • Investment Policy Statement/ Thesis: We crafted a comprehensive IPS outlining the agreed-upon investment objectives, risk parameters, and strategic asset allocation targets, providing a clear framework for all investment decisions.

  • Manager Selection & Monitoring: Leveraging our rigorous due diligence process, we identified and recommended suitable investment managers to execute the equity allocation, ensuring alignment with the client's risk profile and investment philosophy. Ongoing performance monitoring is in place to track progress and ensure continued alignment.

  • Diversification: Beyond equities, our strategic recommendations considered opportunities for further diversification into other asset classes over time, including potential exposure to private markets to enhance long-term returns.

  • Portfolio Construction: We oversaw the construction of the initial equity portfolio, ensuring efficient implementation of the agreed-upon asset allocation.

  • Performance Reporting: Regular, transparent performance reports are provided, detailing portfolio performance against relevant benchmarks and the objectives outlined in the IPS.

Outcome:

Since partnering with Helix Research, the UK family office has successfully begun to diversify its investment portfolio with a strategic allocation to global equities. This move positions them to potentially benefit from broader market opportunities and reduce concentration risk associated with their real estate-heavy portfolio.

Helix continues to work closely with the client, providing ongoing strategic guidance, manager oversight, and performance monitoring to support their long-term financial success.

What is OCIO Advisory?

Delegates investment decision‐making to external CIO,

Provides institutional‐grade resources & continuous monitoring,

Ideal for complex portfolios needing specialized knowledge.

Client: A forward-thinking European family office seeking investments aligned with long-term structural trends and innovative alpha generation strategies.

Challenge: The family office aimed to diversify its portfolio beyond traditional asset classes and identify opportunities that capitalize on the evolving global landscape, particularly the shift towards a more sustainable and digitally interconnected future. They were looking for a fund with a differentiated investment thesis and a strong focus on risk management.

Helix Transition Capital Partners' Solution: The European family office allocated capital to Helix Transition Capital Partners, recognizing the fund's unique approach centered on "Eco-Economics as Structural Alpha." Key aspects that resonated with the investor included:

  • Pioneering Investment Thesis: Helix's focus on the "Aspirations Gap" – investing in companies meeting the demands of the youth for a digitally interconnected and sustainable future – presented a compelling long-term growth narrative. The significant current spending in this area ($2T in 2023 with a 30% CAGR since 2018, as highlighted in our materials) indicated substantial market potential.

  • Resilience-Focused Strategy: The fund's strategy of focusing on resilient "Eco leaders" and companies with "eco-Moats" (as seen in examples like Nestle, Schneider, IHG, and Disney) offered a degree of downside protection.

  • Uncorrelated Returns: The fund's objective of achieving high returns irrespective of market direction, with a low maximum drawdown (below 6.5% since August 2024, compared to the S&P 500's 17.42% during a specific period), demonstrated a commitment to capital preservation.

  • Strong Risk Management: The emphasis on risk management being integral to the strategy, not just compliance, and the reported positive skewness and kurtosis of returns, provided comfort regarding the fund's approach to managing volatility.

  • Transparency and Governance: The family office appreciated the monthly investor reports, weekly newsletter, and the governance structure, including a Board of Directors.

Outcome:

The European family office's investment in Helix Transition Capital Partners allows them to gain exposure to a differentiated investment strategy that aims to capture structural alpha driven by evolving consumer demands and sustainability trends. They benefit from the fund's focus on resilience, its low correlation to broader markets, and its proactive approach to risk management.

This investment aligns with the family office's objective of identifying innovative investment opportunities with long-term growth potential.

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.

Family Offices

  • Legacy Evolution & Diversification

    • Integrates legacy values with next‐gen priorities.

    • Positions capital for sustainable growth.

    • Demonstrates uncorrelated returns & low drawdowns.

  • Key Benefits for Family Offices

    • Purpose‐driven, market‐leading returns.

    • Diversification & downside protection.

    • Transparent reporting & education.

    • Multi‐generational stewardship.

    • Dedicated advisory team.

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

Align with next-generation trends and achieve resilient growth with Helix.