Asset Consulting
Oreana Private Wealth empowers institutional investors to achieve their unique goals. Through exceptional investment advice and bespoke solutions, we leverage deep research, innovative strategies, and a foundation of trust to help you succeed. Partner with us for confident, results-driven wealth management.
Our approach
At Oreana, we are deeply committed to understanding the intricacies of your business or organisation. We go beyond the surface to explore the unique facets of your operations, delving into the challenges, constraints, and opportunities that define your environment. This comprehensive understanding enables us to accurately assess your risk and return objectives, ensuring that our investment strategy is not just aligned with your goals, but is meticulously tailored to meet your specific needs. By partnering closely with you, we are able to best position you for sustainable success.
We offer expert advice to industry and corporate super funds, government and endowment funds, insurance, redundancy, long service leave, retail, and various other funds. Our services also cater to the investment processes of both standard and large-scale funds.
Our advisory capabilities cover everything from defining mission and beliefs to risk management, asset allocation, risk budgeting, portfolio construction, and selecting third-party asset managers. Our primary goal is to maximise financial value for asset owners.
While our investment advice is tailored to each client’s unique needs, we emphasise the importance of a consistent framework in the investment process to help our clients achieve their objectives.
Defining Your Mission and Beliefs
Defining Your Mission and Beliefs
We start by defining your overall mission, objectives, and constraints as an investor. Understanding your governance structure and investment beliefs is crucial to developing the right strategy. We’ll collaborate with you to establish a decision-making framework and investment principles that align with your programme. We believe that careful planning in this phase sets the foundation for stronger outcomes in your investment journey.
Establishing a Risk Management Plan
Establishing a Risk Management Plan
We begin by setting an appropriate risk budget, aligned with the previously defined objectives and constraints. This process addresses the crucial question: ‘How much risk is the investor willing to accept to achieve their goals?’
Building Your Portfolio
Building Your Portfolio
In the portfolio construction phase, we align assets and strategies with the established investment parameters. Our goal is to fulfil your mission by maximising net returns relative to risk, while adhering to your initial investment beliefs on diversification, hedging, and active management.
Strategic Portfolio Execution
Strategic Portfolio Execution
We’ll guide you in selecting top-tier managers for your portfolio, whether in liquid or illiquid strategies, and across passive, smart beta, or active approaches.
Oreana also provides operational due diligence services. Leveraging one of the world’s most advanced global investment manager research teams, we assess promising investment opportunities, aim to reduce costs, and manage risk exposure, ensuring a high-conviction portfolio execution.
Ongoing Performance Review
Ongoing Performance Review
We conduct comprehensive performance monitoring, both quantitative and qualitative, to ensure the portfolio and individual managers remain aligned with the investor’s objectives, benchmarks, investment styles, and risk controls. The combination of these monitoring approaches allows us to capture a precise and holistic view of total portfolio performance. At Oreana, our monitoring process is regular, adaptable, and tailored to meet each client’s unique needs.
Defining Your Mission and Beliefs
We start by defining your overall mission, objectives, and constraints as an investor. Understanding your governance structure and investment beliefs is crucial to developing the right strategy. We’ll collaborate with you to establish a decision-making framework and investment principles that align with your programme. We believe that careful planning in this phase sets the foundation for stronger outcomes in your investment journey.
Establishing a Risk Management Plan
We begin by setting an appropriate risk budget, aligned with the previously defined objectives and constraints. This process addresses the crucial question: ‘How much risk is the investor willing to accept to achieve their goals?’
Building Your Portfolio
In the portfolio construction phase, we align assets and strategies with the established investment parameters. Our goal is to fulfil your mission by maximising net returns relative to risk, while adhering to your initial investment beliefs on diversification, hedging, and active management.
Strategic Portfolio Execution
We’ll guide you in selecting top-tier managers for your portfolio, whether in liquid or illiquid strategies, and across passive, smart beta, or active approaches.
Oreana also provides operational due diligence services. Leveraging one of the world’s most advanced global investment manager research teams, we assess promising investment opportunities, aim to reduce costs, and manage risk exposure, ensuring a high-conviction portfolio execution.
Ongoing Performance Review
We conduct comprehensive performance monitoring, both quantitative and qualitative, to ensure the portfolio and individual managers remain aligned with the investor’s objectives, benchmarks, investment styles, and risk controls. The combination of these monitoring approaches allows us to capture a precise and holistic view of total portfolio performance. At Oreana, our monitoring process is regular, adaptable, and tailored to meet each client’s unique needs.
Services
Investment Strategy Development
Crafting customised investment strategies based on the client’s financial goals, risk tolerance, and time horizon.
Asset Allocation
Advising on how to distribute investments across different asset classes (e.g., equities, bonds, real estate) to optimise returns while managing risk.
Portfolio Management
Monitoring and adjusting investment portfolios to ensure they align with the client’s objectives and market conditions.
Manager Selection
Recommending and selecting fund managers or investment products that best fit the client’s strategy and goals.
Performance Monitoring
Regularly reviewing investment performance and providing detailed reports to ensure that the portfolio is meeting expectations.
Risk Management
Identifying, analysing, and mitigating investment risks to protect the client’s portfolio.
Research and Market Analysis
Providing insights and analysis on market trends, economic indicators, and investment opportunities.
Regulatory Compliance
Ensuring that all investment activities comply with relevant laws and regulations.
Education and Communication
Keeping clients informed about their investments and the broader market environment through regular updates, meetings, and educational resources.
Outsourced CIO solutions
Partner with our institutional grade investment and portfolio management team and enjoy the governance-led alpha that the biggest asset owners globally have been relying on for decades. We give family offices, high net worth investors, endowments and institutional investors access to best practice processes, with the flexibility of a boutique asset consulting and advisory team.
