Dynamic Asset Allocation
While the emphasis on top down versus bottom up might vary across portfolios, the portfolio construction is of paramount importance. Combining strategies and managers leads to an appropriately diversified portfolio. We look for the best managers and investment opportunities around the world – taking into account expected and historic returns as well as market volatility.
Advanced Portfolio Analytics
Our portfolio analysis contains cross-correlation on a line-by-line basis to assess the marginal risk contribution of each portfolio holding. Our investment process involves establishing a solid foundation to aid in identifying assets with appealing valuations. This process coupled with in-depth macro research seeks to generate consistent alpha with below-market volatility.
Active Manager Selection
There are very few managers who consistently add value over time. They can be part of leading institutions or small boutiques. We are committed to go the extra mile to find and get meaningful access to the best of them. We employ industry standard processes, but also draw on the resources available within the Loizou & Co’s extensive network.
Intensive Risk Management
Maintaining and enhancing our clients’ wealth involves first avoiding losses before striving towards returns. We minimise risks by actively analysing the valuations and look to invest in assets with meaningful expected returns. We look to diminish the influence of factor or systematic risks.
Our rebalancing services include investment tactics, such as Corridor Ranges, Constant-Proportion Portfolio Insurance and Calendar Rebalancing. Our investment professionals tactically rebalance the portfolios to safeguard the investor from being overly exposed to undesirable risks and assure that the manager remain within his area of expertise.
We assist in providing access to debt (bond) and cap (equity) weighted portfolios, bespoke to each investor’s goals. Our investment management professionals employ risk-based weighting when producing practical strategies which are employed across all asset classes, including fixed income, commodities and equity.
We offer active alternatives to conventional “cap-weighted” or “debt-weighted” portfolios, which can also be customised to meet each client’s objectives. Our modus operandi uses risk contribution as the input in the model that define weights, whereas market cap weighting uses size as the input to determine weights and employs risk contribution as a random consequence.
Maintaining and enhancing our clients’ wealth involves first avoiding losses before striving towards returns. We minimise risks by actively analysing the valuations and look to invest in assets with meaningful expected returns. We actively look to diminish the influence of factor or systematic risks.
At Loizou & Co, we carefully consider a range of private equity fund and hedge fund options for our clients. By tracking fund performance and understanding our clients’ needs, we are able to identify top-performing funds and match them to a range of different risk appetites, vertical and geographical preferences.
By taking the advantage of our advanced systems, we can deliver client-focused solutions across all asset classes. These solutions can outperform conventional approaches, while reducing volatility and limiting drawdowns. We advise institutional and private investors on risk-based strategies that can be customised to their investment objectives.
We consider volatility and cross-correlation on a continuous basis to calculate the marginal risk contribution of each portfolio holding. By evaluating risks and scenarios, we seek to identify the most profitable and effective solutions for our clients. We strive for model robustness, while employing transparent and straightforward procedures.
Loizou & Co’s highly seasoned investment banking professionals leverage their exacting analytical and industry expertise to provide clients with innovative and resilient guidance in valuation, complex mergers and acquisitions, due diligence, contracts and negotiation and co-ordination of other professional advisors. More >
Loizou & Co specializes in demanding, unconventional areas of capital market activity. Our knowledge of the global markets and regulations allows for comprehensive and informed advisory on all aspects of capital allocation, capital valuation, raising and structuring, investor introductions, offer size and pricing. More >
Loizou & Co seeks to minimise business disruptions, accelerate the closing process and realise value for clients. Our advisory services extend to sales and auctions in both distressed and strategic situations. We are also able to provide assistance in unusual divestitures such as carve-outs, recapitalisations, or split-offs. More >
Loizou & Co provides complete support and independent advisory in high-complexity distressed, bankruptcy and turnaround scenarios. Working closely with clients, Loizou & Co’s fundamentals-up approach not only highlights multiple strategies for managing liabilities and restructuring executions, but also generates strong outcomes for all stakeholders. More >
Loizou & Co helps you raise your ambition in terms of your business strategy, determine your priorities and maximise your potential. And our specialist team works with you to mobilize effectively within your organization, from the boardroom to the front line, so that your transformation journey stays on schedule. More >
Understanding your customers, competition and marketplace is your key to making effective business decisions and avoiding costly mistakes. Get those answers quickly and easily so you can plan your next move with confidence. Our team consists of experienced market analysts that will help you achieve your end goals. More >
We help you to continuously evolve and adapt in the face of a constantly changing and increasingly complex environment. React with agility to opportunities and threats by utilising our expert professionals in delivering ongoing performance improvements to allow them to gain and protect competitive advantage. More >
So much more than an IT deployment; people live at the heart of the digital transformation journey, while your customers will search for brands who share their values. The new differentiators that will allow you to evolve include inspired leadership that innovates with digital while promoting skills that embrace agility. More >
Spreadsheet-based modelling can provide flexible tools to help you make informed decisions, but such tools can suffer from a lack of quality, robustness, security and reliability. Loizou & Co’s team empowers your decision-making process by building bespoke financial models that are flexible and robust designed to deliver tangible business benefits. More >
Econometrics can help you to understand what data really tells you about your business, your customers, and the wider market. In today’s world of Big Data, businesses and policymakers have an increasing amount of information at their fingertips. Having all of this data to hand, though, is only as useful as the ability to interpret what it means accurately. More >
Customer Knowledge is a solution for business transformation, where retailers can differentiate and revolutionise or create their customer strategy by putting the Customer at the centre of day-to-day operations. Suited for retailers who want to revolutionise the use of data and science to understand and anticipate customer needs. More >
Engineering accurate and robust data products like visualizations, algorithms and reports are a key step to informing directors and managers so that they can make decisions confidently. These data analytics products often require multiple phases including a data engineering phase, a research phase and a design phase. More >