Services for institutional clients
Our institutional clients rely on XO INVESTMENTS for sound investment advisory and asset management services.
Types of clients
Our institutional clients are typically:
PENSION FUNDS
INSURANCE COMPANIES
FIRMS
ORGANIZATIONS
FOUNDATIONS
Our services
Due to our experience, XO INVESTMENTS is able to assume global investment advisory and asset management mandates.
These include the following services, which can be separate or holistic mandates:
- ALM
- INVESTMENT ADVISORY
- SPECIALIZED INVESTMENT MANAGEMENT
- DIVERSIFIED INVESTMENT MANAGEMENT
- RISK MANAGEMENT AND CONTROLLING
- GOVERNANCE
Why do institutions choose xo investments?
The synchronicity of advisory and management
We offer a wide array of services for institutional investors Offering both investment advisory and asset management helps us to expertly respond to your needs
Open mindedness
Multi-class and multi-style asset analysis Pragmatically and innovatively designed solutions
Risk management
Solid procedures with clear aims and goals Modern and innovative tools dedicated to institutions
Active investment approach
Active or core-satellite approach to management and consulting Rebalancing dynamics
