Portfolio Advisory

Portfolios that protect through the economic cycle.

The Oreana Portfolio Advisory Service (PAS) is an institutional-grade Investment Consulting service. We create and deliver solutions that help manage risk and grow wealth to achieve your mission and objectives. We have an institutional background but adopt a flexible, consultative approach – and aim to be your trusted partner through your investment journey.

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Oreana Portfolio Advisory Service (PAS) at a glance

A Repeatable Process

We follow a clear process to map your mission and objectives to investment outcomes. Risk management and governance are key to the process.

Mission and Objectives

Our process starts with you. Your mission, your objectives, your goals. Our Investment management process is a framework for maximising the likelihood that you achieve your objectives.

Portfolio Construction

We use a repeatable process to determine long-term asset allocation targets. This helps us to diversify across a range of asset classes and repeatably manage risk and return to increase the likelihood of acheiving your mission and objectives.

Manager Research and Selection

Our expert Manager Research Team is experienced with a repeatable process supported by deep quantitative research and a clear, actionable set of core beliefs.  We choose the best managers from a universe of thousands to support portfolio returns and risk management – all aimed at achieving your long-term goals.

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Asset Allocation

Our asset allocation is disciplined, repeatable and managed within a clear risk framework.  We can make changes to reduce exposure to downside risks, protecting your wealth and supporting your journey towards your mission.

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Governance

Good governance is critical in managing risks that could result in you missing your long-term objective. Our investment managment governance framework is clear, robust, internally and externally reviewed and managed by global experts in the field.

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Performance monitoring, reporting and commentary

We believe you should know where you stand in relation to your mission and objectives. You should be informed about potential events – economic and political – that could impact your wealth. We use a clear, frequent and transparent set of communications to keep you up to date. That includes annual, quarterly and monthly reports, webcasts and blogs that you can choose to access at any time.

Our People

RESOURCES
Like more detail? Read the Oreana
Portfolio Advisory Signpost Series
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