With specialist regional Portfolio Advisory teams, as well as global Client Operations, Aksia offers institutional investors client-driven solutions, advising on strategies that can be tailored to their investment needs
Aksia advises on $300bn AUA and manages over $25bn AUM while providing a spectrum of services from non-discretionary to discretionary depending upon each client’s requirements, resources and preferences. Each relationship is customized by the client with respect to both the governance model of the engagement and the services we offer.
We provide the resources and expertise that allows our clients to build investment programs from the ground up or develop and support existing programs. Services include:
- Program development
- Portfolio construction
- Investment Due Diligence
- Operational Due Diligence
- Portfolio & Investment Reporting
- Risk Transparency
- Strategy research
Aksia provides middle/back-office as well as data and technology solutions to help our clients’ portfolios achieve an efficient operating environment, which can include:
- Operations & Accounting support
- Performance reporting & reconciliations
- Service provider coordination
- Structuring and formation of investment vehicles, together with fund counsel and tax advisors
- Capital call management & FX hedging
Clients by Type
As of December 31, 2023