OCIO Advisory Services

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)

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.

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.