Our analysis is your

FINANCIAL result.

We provide investment consulting services for asset owners around the globe. From implementation to strategy development and portfolio oversight/optimisation, our specialist teams can offer a range of investment consultancy services.

Strategic asset allocation

Optimisation of long-term asset mix driven by detailed asset-liability balance sheet simulation.
Risk analysis & scenario analysis
Consultative approach leveraging market

Portfolio Design

Customised portfolio design
Quantitative and qualitative portfolio construction
Implementation planning

Monitoring

Customised monitoring of managers, asset classes or full portfolios; light-touch or high-touch as needed
Heightened transparency with quantitative and qualitative insight

Analysis of Financials

In-depth evaluation of asset manager fees and value for money.
Peer grouping, performance decomposition, market competitiveness review, transaction pattern analysis, hidden costs.
Proven negotiation execution.

Our Analisys is Your Success

An unic approach to investment consultancy

Our investment consulting philosophy is built upon our extensive experience in manager search and selection. With senior staff drawn from portfolio management, research and academia as well as investment consultancy, the firm combines practitioner experience with interdisciplinary capability.

Family Offices

Our team supports single family offices and multi family offices around the globe with an exceptionally flexible service offering tailored to your needs.

Insurers

With investment returns proving increasingly important to insurance companies in today’s lower-rate world, F0rty focuses on bringing best-in-class asset management expertise to our insurance clients.

Private Investors

We works with an diverse range of Private investors all around the world: public and corporate, defined benefit and defined contribution, with portfolios ranging from less than a million US dollars to well over 10 million.

Our analysis is your

PEACE of mind.

At F0rty, we focus on driving better financial and investment outcomes for our clients and their organizations. Using analysis and insights, our goal is to understand, anticipate and be responsive to the unique issues affecting each client. Our holistic view, specialized expertise and deep analytical rigor support the ideas and solutions we recommend.

Our Analisys is Your

CUSTOMER testimonial

"Excellent service and clear investment strategy. My portfolio has grown steadily, and their team is always available for support and updates."

Celina Martin

"They made investing easy to understand and safe. I’ve seen solid returns and feel fully supported every step of the way."

Tony Smith

"Top-tier market insights and proactive advice. Their reports are sharp, timely, and have helped me make smarter financial decisions."

Alena Due