Multi-Asset Investment Strategy Management
An institutional-grade investment strategy and oversight
Razeen’s Multi-Asset Strategy Management is an advanced advisory service tailored for high-net-worth individuals, families, and institutions that require a structured multi-asset investment strategy. We act as a supportive partner to your internal investment team or personal CIO, helping you design, refine, and implement long-term strategies across both public and private markets — locally and globally — in collaboration with top-tier local and international asset managers.
Design or Refine the Investment Strategy
We begin by understanding your capital structure, risk appetite, current allocations, and investment objectives — whether institutional, philanthropic, or family-focused. From there, we either build a new multi-asset strategy or restructure your current one using a comprehensive approach that considers asset classes, geography, sectors, and manager styles.
Source and Conduct Due Diligence on Asset Managers
Once the strategy is defined, we leverage our networks and expertise to identify and evaluate fund managers across asset classes — including public equities, fixed income, real estate, private equity, and alternative investments. Our due diligence process includes background checks, performance analysis, risk framework assessments, and alignment with your investment mandate.
Coordinate Implementation Across Managers
We don’t stop at planning — we coordinate the implementation in compliance with relevant regulations. Razeen supports every stage of execution, from account setup and documentation to capital deployment and reporting, ensuring the strategy is activated across selected managers in line with the agreed investment policy.
Monitor Performance and Governance
We provide continuous performance monitoring, benchmarking, and deviation alerts through our internal platform, supported by periodic reporting to the investment committee. Our team helps interpret results, recommend rebalancing or structural adjustments, and ensure your strategy remains on track with your objectives and defined risk levels.
