FINANCIAL

PORTFOLIOS

OUR EXPERIENCE

Over the years, we have learned that institutions like families and foundations face complex decisions constantly, and inefficient choices can have a significant compounded impact over time. We have successfully implemented and learned from a range of clients to develop some of the best solutions available to investors globally.

STRATEGIC OCIO

The external CIO model has been proven as an effective, cost-efficient, reliable solution to complex structures and owners in need of tailored solutions. The value proposition of ZOCIO includes Investment Committee preparation materials associated with strategic decisions like Asset Allocation strategy, investment structures, long term objectives, among others.

PORTFOLIO MANAGEMENT

With a cost-efficient and passive strategy culture, we proactively manage asset allocation, security selection, and portfolio implementation to help our clients meet their long-term investment goals through efficient direct portfolio management.

EXTERNAL MANDATES

ZOCIO office can coordinate between different counterparts depending on our client's structures, including being directly responsible for coordinating different mandate structures with asset managers and financial institutions of expertise.

MANAGEMENT CONTROL

Operational control, data collection, and indicator analysis to monitor and ensure performance to achieve the defined long-term goals.