International reach with deep
regional expertise.
With Insigneo, you’ll have access to the intellectual capital and institutional publications necessary to inform your strategies. Our CIO Office provides the tactical and strategic analysis needed to build portfolios as unique as your clients.
By combining a foundational quantitative screening process with a qualitative overlay, we identify best-in-class solutions across global markets to help you navigate a complex investment landscape.
Features and benefits
- Insigneo Investment Committee (IIC): Benefit from the collective expertise of a dedicated committee that establishes the company’s asset allocation models and manager selection standards.
- Diverse strategy suite: Access a comprehensive range of proprietary strategies and models designed to support a wide spectrum of client risk profiles and investment objectives.
- Asset allocation frameworks: Utilize core model portfolios established by the IIC to act as guidelines for global diversification.
- Curated selection lists: Access top fund selections across primary asset categories, backed by current research and global market views.
- Institutional house views: Receive regular strategic market updates, monthly commentary, and deep macro research to support your investment perspective and client communications.
- Client-ready and timely insights: Utilize a wide variety of research briefings and market commentaries to help you translate complex global trends into digestible insights for your clients. Keeping them informed on market developments and investment implications.
- Portfolio performance and analytics: Leverage our broad custodian network, client reporting, and Orion Risk Intelligence to connect accounts, generate detailed client reports, and discover next level business insights and risk analytics.