MARCUARD FAMILY OFFICE your family values. Investment Outsourcing Stronger Together
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1 MARCUARD FAMILY OFFICE your family values Investment Outsourcing Stronger Together
2 Why Investment Outsourcing? The future will be different: Must be able to demonstrate robust, reliable and credible investment process (from a client and a regulatory perspective) More dynamic and complex markets The longer the more complex products Need for timlier decision making Better educated clients High cost pressure Increasing regulatory requirements Increasing IT, data requirements Need to focus more on core business/knowhow Necessities: A strong network partner will be paramount, especially for smaller and medium sized shops Deeper, more specialized capital markets knowledge needed including global reach and timely decision making Higher cost efficiency thanks to cost sharing (IT, software, people, etc.) Complete overview of assets and risks will be paramount 2
3 Degree of discretion given to MFO OCIO Outsourced CIO Concept Discretionary mandate White labelling of investment strategy and all capabilities Regular research updates (external research provider, IC member) Investment advisory ( Virtual CIO ) Level of ongoing interaction between MFO and client 3
4 Your Investment Department And Us Tailor-made According to your needs and investment style Relying on our global network We only serve a limited number of clients Modular Only pay for what you really need We are an extension of your staff where you need it Hassle-free We serve you in perpetuity and not just for the next quarter Time tested processes and infrastructure Use scale effects by joining us Independent and experienced 100% independent and open architecture We research, implement and monitor Live experience and performance > 15 years Strategy and implementation Research Reporting Member of client s investment committee Consolidation Investment policy statement Strategic asset allocation Tactical asset allocation Manager selection / implementation Portfolio management & trading On-going risk management Prop. research (macro, fundamental, quant) Access to 3rd party providers Timely market comments and insights Conference calls, presentations, etc. Private roundtables with clients and end clients Education and seminars Risk management Monitoring 4
5 How Does It Compare? Traditional investment consulting Investment outsourcing / OCIO Advice Advisory model Flexible (advisory to discretionary) Discretion None Significant to total Total Traditional fund of fund No advice Whole portfolio view Asset allocation advice Usually yes None Proprietary products Typically none Often and without additional fee layer Speed of investment decision making and implementation Relationship Takes usually a considerable amount of time One-off (sometimes on going) Fast On-going Fees Project based Usually asset based and depending on service Yes Very fast On-going and changes depending on products Asset based 5
6 Why Investment Outsourcing With MFO? MFO s ambition is to serve you in perpetuity and not just for the next quarter 100% independent and open architecture Time tested processes from investment decision making to trading 15 years of live track record, outperforming benchmarks State of the art infrastructure Used to operate with very complex client set-ups and structures globally Rely on our global network Lower fees (custody and investment managers) We only serve a handful of clients per senior investment professional Reduction of in-house administrative burden/hassle We are an extension of your staff Access to and deep knowledge of external managers Efficient investment set-up through Simplex funds, MFO Diversified Capable of analyzing complex investment vehicles Provide access to research providers, fund data, own analysis and resources, etc. Professional market comments, regular and ad-hoc (white labelling possible) Assisting in client meetings with beneficial owners about investing, research, etc. Access and knowledge in non-traditional asset classes Access to global resources of MFO s vast network (beyond pure investment topics) 6
7 Thank You! 7
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