Institutional Clients

We help institutional clients navigate an increasingly complex market environment using sophisticated quant-driven investment strategies.

Our group’s research and strategies are deployed across over 16 Billion USD in institutional assets.

Bespoke Portfolio Service

Henderson Rowe specialises in bespoke and customised investment mandates. Custom mandates are designed to match clients’ specific investment goals, such as income, volatility, diversification, investment region, asset class or ESG constraints.

We have successfully implemented bespoke strategies for institutional clients across a range of custom mandates including:

  • Commodities
  • Cybersecurity
  • Renewables
  • Target income
  • Fixed time horizon
  • Asset-Liability matching

When constructing customised mandates, we use the same Rayliant machine learning algorithms and portfolio construction tools employed to run our core equity strategies as well as sovereign wealth fund and pension fund mandates. The minimum portfolio size required for this service is £3 million.

For more information please contact us at info@hendersonrowe.com.

Outsourced Chief
Investment Office (OCIO)

Through a partnership with our parent company – Rayliant Global Advisors – we can offer a white-labelled, institutional quality centralised investment service to independent advisers, family offices and small institutional clients. The purpose of our OCIO solution is to help small- and medium-sized institutional clients who lack internal investment and regulatory resources. Our team will help you establish a robust investment, governance and reporting process and assume oversight of all relevant investments.

For more information please contact us at info@hendersonrowe.com.